Sage 50 Canada

Hello, My company conducts business in USD and CAD, and we purchase in USD, CAD and EUR. I need customers / supplier invoices to post to each separate account accordingly, E.g.: CAD Client posts to AR CAD, USD Client to USD AR, same with suppliers…

Hi, everyone. I paid money to the supplier for the service. A month later, the vendor was unable to perform the service on this invoice and mailed me a check for the full amount of the invoice. I need to deposit this check into the Funds to Deposit…

Can you tell me how I can get the interest charged on overdue accounts to show up on my customer statements ?

Is anyone else having problems getting their sales estimates to flow to a sales contract to an invoice? I can go from an estimate to an invoice, no problem .... however to go from an estimate to a sales contract to an invoice it will not post. I can email…

I am trying to adjust a receipt that I made on July 31, 2022. I get a message saying "The transaction cannot be adjusted because the transaction date occurred before the previous fiscal year." Our fiscal year end is June 30th. I KNOW I did not create…

I have being playing with the idea of using the pay invoice button on receivables and payables. I don't use Pay Pal and have not heard of Stripe or there other third party supplier that you use and like. Cost of these, I can't seem to find the cost…

Hello, Is there a way to link project numbers/names from the Projects module in Sage 50 to customer statements? I code all AR invoices to a project and I would like to be able to add this information to customer statements as we are no longer using…

I have a company ready to move into the new fiscal year however when I check my data integrity my A/R amount and my unpaid invoices/deposits amounts do not match. I have an unpaid invoice for $33.30 (which displays in the unpaid invoices) however it is…

Is their a way in Sage 50 to make multiple customer inactive at one time. I do not want to have to go through them one by one. I would like to make all customers who we have not done business since example 2019. Does anyone have any suggestions. Please…

We are using Chargebee to generate our invoices for all recurring customers and we want to import the invoices’ data from Chargebee into Sage 50CA. Any suggestion on how to execute this basic accounting process? Thanks in advance

Client was invoiced May 16, 2019 and paid invoice in full via Interact May 31, 2019 (Year End) . It was not posted by bank until June 4, 2019 (New fiscal year). What do i do for an entry so i can reconcile May and June properly? Thank you

I have just noted a difference of 0.01 between my A/R balance and Unpaid invoices when I ran a Data Integrity Check. When I investigated, I found that the difference arose on the translation of a foreign currency receipt to the home currency. The translation…

Hello, I'm wonder what is the best way to handle the CERB benefit for a sole-proprietor who is required to be closed? This considering that the Benefit is not ‘sales’ related. I assume that at the end of the year the owner will receive a tax remittance…

Hi, I have just linked our Stripe account with our Sage software. Before I begin using this feature I would like to make sure I have it set up correctly and that I know what the flow of Journal entries will be. When I create an invoice through the…

Hi, I use Sage 50, When I received a deposit from a customer, and we have not done up an invoice for them yet. I will enter the amount in the receipt module under the Deposit amount. Now it sits as a credit to that customer. Now the boss will give me…

Hello I have a novice question.... but it is really holding up my production. When I issue an invoice in "Revenues" and then a "Receipt" when payment is made, is that payment automatically linked to the1200 A/R Control Account in the COA? I am carrying…

I would like to be able to produce a single line invoice (e.g. CRM Software - $1000) but to have the amount on the invoice post to different revenue accounts (e.g. Software - $750 + Services - $250). Is this possible in Sage 50 natively or through an…

Is there a way to keep track of materials used and labour for a project on excel and export it into sage as a sales invoice? I have been weeks trying to figure out the easiest way to keep track. I could use time slips to keep track of labour but it doesn…

How do i know if i should use "cheque no. as the source code for cash purchases and sales" or not? This is in regards to posting a customers receipt in AR. Thank's in advance for any assistance!

I am trying to combine tow A/R into one. here is the scenario: A/R account has an account left over from last year. So when I tried to add to it it didn't allow me, the account didn't show up as it is a control account. Than I changed it to A/R general…

Hey there, When setting up from our last accounting software we had two accounts receivable, one in cad $ and one in us $, as well as three accounts payable, the extra being for GBP. When linking my accounts receivable to my customers for the linked…

My boss just pulled out a purchase invoice from 6 years ago that he owes a large sum of money on. He wants to put the unpaid invoices from this company towards what he owes them. My question is, since this invoice has never been entered into Simply…

Hello To explain the situation. Someone created an invoice in error to receive a deposit from a customer (should have just received the deposit and not created the first invoice). I found that they had created this Invoice in error so I reversed the…

I hope to add a couple of fields or modify current fields in the Receivable invoice module so I can search on these fields. My client wants to add additional fields for 2 separate identifier numbers that they can search on, in addition to the standard…

Hello, Instead of making a purchase voucher, I made a general journal entry and cleared the accounts payable account via cash. However, instead of this amount linking to the accounts receivable, I know have amounts in both A/P and A/R. How can I transfer…