• Making a custom form the default form?

    Hello, New to Sage... Probably the answer is very simple but I simply can't figure it out: How do I make a custom form (such as estimate or invoice) the default form? I am unable to save the customized form in the default folder (it says I do not have…
  • Transaction Data Import

    I'm installing Sage 50 Premium in a Convenience Store which has a POS system. This POS system generates a plethora of reports & data, all of which is available in Excel format. The daily sales report it generates would be the feedstock for the SAGE invoicing…
  • Simply Accounting Cannot Connect to Connection Manager

    FormerMember
    FormerMember
    Please I cannot start my Simply Accounting Set up. It keep telling me cannot connect to Connection Manager. What should I do. Will Need an URGENT ASSISTANCE
  • Sharing data file simultaneously

    FormerMember
    FormerMember
    Hello, how can my client share thier "sage 50 pro" data file with me (I have the accountant edition of sage 50), so i can work on thier file remotely? And simultaneously? Also, is there a link and/or video that discusses the information to show the client…
  • ODBC Connection Access Denied (Password error)

    Since we installed the latest upgrade for Sage 50 to Version 2018.0, we are unable to connect to the simply database with our third party software using a ODBC Connection. Over the past 10 years I have always managed to make the appropriate adjustments…
  • Retour à une date de session antérieure

    Bonjour, Je suis dans ma première année financière. J'ai inscrit dans SAGE le 31 août comme date de fin d'année alors que cela aurait dû être le 31 juillet. Ma date de session est le 31 août. J'ai fait des écritures en août dont les paies. Que dois…
  • #C and SDK issues

    FormerMember
    FormerMember
    Hi, A little background... We were asked by a client to create a.Net application to do a few things. The more effort we put in the less success we seem to be having. We are trying to create POs, Time records, and add Cost Codes to the DB. Reading…
  • Needing to correct an error made in previous year after entering 2 months of data in our new year

    FormerMember
    FormerMember
    We have completed our year end, moved our systems forward, entered about 2 1/2 months of data into our new year. After this we found we had an error at the end of our previous year that has to be corrected. We went back and corrected the error in the…
  • Is it possible to import employee pay into Sage using the SDK?

    Is it possible to use the SDK to import employee pay into Sage? I'm thinking it would need to be able to create paychecks but if anyone knows of a better way for employee pay please let me know. I know you can import employees but I want to take all their…
  • SDKInstanceManager OpenDatabase always returns false and has no error messages

    Hi, I'm trying to work through the C# sample project in the Sage 50 Accounting SDK (Simply) but for some reason I can't get the opendatabase connection to let me access the database. I have set up my user in the Sage app and I know my username and password…
  • Customizing an estimate

    I'm attempting to create a customized cost estimate form in Sage50 Premium Accounting. It is going fine except I don't want to show GST in my cost estimates. Is there anyway to remove this from my estimate? It doesnt show up as a field in the customize…
  • How to find log in credentials for Sage 50 database

    I am trying to go through some of the code examples in the SDK, obviously one of the first functions that runs is the database connection function. I have tried sysadmin with various passwords but I can never successfully connect to the database to try…
  • What is the process to create Purchase Orders or Sales Orders via uploading a .csv file?

    I am a new user of Sage 50. I am trying to figure out how to create Purchase Orders or Sales Orders in Sage 50 via uploading an excel file (or CSV). Any help would be appreciated.
  • Customer Receipt Type Default Settings

    With the installation of 2017, customer records now auto default a payment type and I find this to be a problem. This is a problem because the user cannot set this default to what is most common to their business. It is a shame that there is no global…
  • Sage 50 Canada - Invoices now have two Logo's in place with last upgrade 2016.3

    I noticed my invoices printed with two logo's (same design) in the upper left corner (one slightly overlapping the other). Thought it was just an error when I set up although I haven't changed my invoices or logos for a couple of years. Was talking to…
  • Projects - Intelligence Reporting

    I want to be able to print a report of all the projects that have outstanding balance - basically an A/R report for projects. Is this something that can be done with the Intelligence Reporting software?
  • SDKInstanceManager.Instance.OpenDatabase always returning false with no reason why or error message

    I have a C# application that executes a call to SDKInstanceManager.Instance.OpenDatabase to open the data file but it keeps returning false, and it does not give any error message as to why. I have the proper parameters sent because this same data file…
  • Form Templates

    I am modifying a Purchase order template and have added a data and text box to add "Ordered by:" If I print the order, it adds this to the form, but on the window itself, it does not show up on the screen for me to enter anything. Can anyone tell me what…
  • Any body out there know what is required to import from Concur, our expense provider?

    Anybody know of an easy way to import expense items from a Concur file export? Alternatively would anyone know how I can export GL strings for each company managed in Sage? Thanks SonnyS
  • Error when opening Sage Pro 2012 Database in Sage 50 Pro 2015

    I just installed Sage 50 2015 Pro. Until now I have been using Sage 2012 Pro. I'm having problems using my existing company file in the new version: It seems that Sage 50 2015 Pro is having problems connecting to the 2012 Pro version's company file…
  • EFT 2015 versus SAGE 50 2015.3

    Est-ce qu'il est possible d'exporter les informations de l'onglet Débit pré-autorisé de SAGE 50 vers EFT 2015? La connexion avec la compagnie se fait correctement pour les clients; fournisseurs et employés. SAUF que l'information du compte bancaire…
  • dbClient.GetConnectionInfo(szFileDir, szHost, szPort) parameters

    I'm writing an application in VB.NET to run custom queries against the Sage 50 database. I've gone through the SDK manuals, but have some additional questions while walking through the sample code. We run the connection manager on the server and install…