• General Ledger Detailed Report

    I am trying to print a detail of my HST GL accounts for 2020, 2021 and 2022. It printed for 2020 but when I go back to choose time period for Jan - Dec 2021 it only prints 2020. I have logged out and back in and still comes up with only 2020. Any suggestions…
  • Sent Emails from sage not in sent box

    I am sending invoices from sage but they do not show up in my sent email file.
  • HST run/remittance

    Hi, we have the cloud based Sage Accounting for my husbands business. I am preparing to do our first HST remittance and I have 1 invoice that I had created in the HST remittance period that I will be running but the invoice has not yet been sent out as…
  • Email - Error

    Received message: We've noticed you are sending a lot of emails, please come back later Do I understnd that Sage Accounting limits the number of emails I can send over a period of time. Was sending invoices to customers... Thoughts? Appreciated…
  • Printing the ledger, bank does not show all info

    when printing the ledger for monthly reconciliation, it only prints the headings not the full info, just started doing this ,was fine before
  • Line/Row information being cut off

    Hello, I am having trouble when i print out reports, the lines are only printing out the top half of the information. For example -Total Current Assets $14,000.00 -only the top of the wording for this line will show up. And it is not always the…
  • Inventory cost at point in time report

    Quick question - I must be missing something. In Sage Accounting (Cloud) Plus: How can an inventory report with cost at certain date be generated that shows each item with count and cost? I just can't find it. Thanks Mark
  • GST Collected

    Hello, I have an account set up to record GST collected on revenue. I noticed that GST is in fact being recorded on transactions, but is not being recorded to the GST account I had set up. The problem is that I'm not sure where Sage Cloud has recorded…
  • Quick Method of Accounting for HST

    My question is how do I account for the difference between HST collected and HST remitted? Is anyone else using the Quick Method? How are you handling it? I elected to use the Quick Method of Accounting for HST this year, and it doesn't look like…
  • Troubleshooting Balance Sheet Mismatch

    I need some help troubleshooting why the value of my chequing account on my balance sheet is mismatched. Balance Sheet run on 2023-12-31 shows chequing account value of -8115. When I drill into that value, my closing balance for 2023-12-31 shows 55…
  • What report will help find why my Sage balance is different than bank balance?

    What report will help find why my Sage balance is different than bank balance? I must have a duplicate or missed transaction. I have matched up all transactions. However, RBC issued me a new credit card. I had to disconnect my bank service and reconnect…
  • emailing invoices from 2022

    When I go to email an overdue invoice from 2022, the system will not allow me to do it. HOw can I get around this?
  • Year end reports

    Hi there, I've printed the last fiscal year report and it's not showing retained earnings that should have been from the previous year revenues and expenses. I checked the chart of accounts and it says it's not visible, except for reports and journals…
  • Tracking Revenue & Expense by Category or Allocation

    I am switching to Sage cloud and have been using Allocation to track revenue and expenses by project. I have added reference and category but neither one can produce a reports similar to fund that is in Sage 50. How do I track projects without creating…
  • Accounts Payable

    How do I remove a vendor with a zero balance from accounts payable? the vendor keeps showing up despite there being nothing owing
  • One off emails

    Hi All, I record a lot of one-off sales donations without an invoice...is there a way to email some sort of receipt for the sale to the donator? Thanks Chris
  • Payroll stubs email

    Not sure where my last post went so I'll try again, forgive me if this is duplicated. Does anyone know why I can not send payroll stubs to employees who have a gmail address?
  • In Sage Cloud Accounting is it necessary to close the revenue and expense year end values to the retained earnings account?

    In previous systems - Simply Accounting - the year end roll over automatically removed income and expense values. When doing a trial balance I am seeing revenue and expense values from the previous year. I've checked dates selected. I expected the…
  • GST/HST REPORT - Input Tax Credit

    Why is Input tax credit amount which is imported on the HST Report not the same as the actual HST paid on purchases? Should I adjust a setting?
  • OVERDUE INVOICE

    HOw can I email an overdue invoice to my client? Or do I have to create a statement and email that?
  • Importing bank Statements for RBC

    I have looked at the RBC - Royal Bank of Canada and have tired to find the OTX download to use in Sage Accounting. Has anyone used RBC to download the statement I can only get a PDF file?