• Adjust Deposit Slips

    • Under Review on 26 Jan 2014
    • 20 Comments
    There are so many times that mistakes are made on Deposit slips. Can we PLEASE get the ability to adjust them? Please.
    • 26 Jan 2014 10:21 AM
  • ability to undo a bank reconcilation

    • Under Review on 27 Jul 2013
    • 3 Comments
    with quickbooks, they have an easier option to undo a bank reconciliation if posted in error with Sage, you have go to the GL account, uncheck this, do this, re-check this, do that - can that all be done with an undo button ?
    • 27 Jul 2013 8:50 AM
  • Add option to allow posting when unresolved is not zero

    • Under Review on 11 Feb 2014
    • 18 Comments
    Absolutely, the user should not be able to post/process the bank reconciliation if the unresolved amount is not zero. I don't care if it's out by a penny - it is up to the user to physically make or correct entries as required to make it work. Small amounts...
    • 11 Feb 2014 7:10 PM
  • reset bank reconciliation by statement end date

    • Under Review on 3 Mar 2014
    • 5 Comments
    banking -> account reconciliation summary report allows you to report by statement end date this means that bank rec information has the ability to reset just the last statement reconcile instead of clearing all reconciliation the reset function, needs...
    • 3 Mar 2014 3:22 PM
  • Drop "Cleared Transactions" to bottom of Bank Reconciliation

    • Under Review on 12 Oct 2013
    • 2 Comments
    Why can't Sage 50 move "Cleared Transactions" to the bottom of the screen / list in the Bank Reconciliation Module? You have a number of options on how to sort transactions, but nothing to show "only outstanding"!
    • 12 Oct 2013 5:04 AM
  • bank reconciliation

    • Under Review on 17 Sep 2013
    • 6 Comments
    can we have a 'save/leave' button besides the 'post' button as a reminder that it's an option - prevents posting when not completed can we have an export to excel function that exports the information.. easier to sort by status and sum - to make sure...
    • 17 Sep 2013 4:58 AM
  • Hide cleared transactions to make reconciling easier

    • Under Review on 29 Sep 2016
    • 0 Comments
    ability to hide cleared items in account reconciliation module
    • 29 Sep 2016 12:19 PM
  • OPTION TO RESTORE A BANK RECONCILIATION - DISCREPANCY

    • New on 20 Mar 2019
    • 0 Comments
    Please come up with a solution for DISCREPANCY ISSUES in the bank reconciliation. At least once per year I am forced to restore a previous backup and RE-enter countless postings because Sage 50 gets confused and creates a discrepancy. I called in for...
    • 20 Mar 2019 4:01 PM
  • Accounts Receivable - sort both deposits and withdawals at once

    • Under Review on 20 Feb 2014
    • 2 Comments
    SA 50 2014.2 Quantum - Add a capability for sorting the transaction amount by its absolute value - rather than randomizing the order of the deposits to sort the withdrawals, and vice versa: Sort from the largest withdrawal, straight on through the zero...
    • 20 Feb 2014 4:53 PM
  • Projects in the bank reconconciliation

    • Under Review on 26 Feb 2013
    • 4 Comments
    I noticed while reconciling the bank accounts I was not able to assign expenses (ie. bank charges, interest) to a project. I think it would be a good idea to add this as an option.
    • 26 Feb 2013 8:11 AM