• Sage 50 Report Designer Help

    I have a report summarising invoice totals for today, the past week and the past month. Unfortunately, if an invoice is highlighted in in the Invoice List, the report picks that up a the data source, so ignores the in-built filters for dates. How do I…
  • Bundled Pricing for Services

    Hi Was wondering what the possibilities are with building a bundle price to sell a multiple of items that are all services? I don't want to maintain products/stock (not even setting it to a million and let it roll down) as it just makes it messy and…
  • BUG in year end process for charities

    We have just done our year end closedown for a previous financial year. We had a transfer of money from one fund to another. The Transfer funds button works directly on the Balance Sheet which is incorrect for the transfer we did: we did it via the…
  • De registering for VAT What do I do

    I am deregistering for VAT from 1st April.What do I have to do on Sage
  • outstanding stock items report

    Hi, New here so please go gentle. I am tying to run a pre-set report "Sales order quantities to dispatch by stock code" . This report seems to run but includes quantities on quotes as well as Sales Orders? I then run a filter on the Sales Orders…
  • Retrospective Product Valuation - Transaction Date Greyed out for the TO

    Hello, In my preview the Transaction date is greyed out for the from date to be To (Inclusive). In my instance I am able to amend the from date. Can anyone tell me how to make that from date available ? Thank-you Tracy
  • Transaction V28 not shown - updated

    Dear Sir, I am unable to see the transaction which my client at posted in sage cloud V28, How my sage can see those transactions. please advise
  • Supplier Payment

    Using Sage 50cloud. When making payments using the Supplier Payment button under Bank Accounts, is there a way to set up the "Reference" to a default text? I have highlighted the section on the attached image.
  • Foreign Currency Transaction Import - Sage50Cloud

    Hi there Is it possible to import bank transactions in a foreign currency? We have started to sell services in republic of ireland therefore need to import euro payments but it seems I cannot do this like GBP payments. It is getting to the point that…
  • Import data

    Can you use the 'Fax' field on Sage 50 Customers Details record to import other information other than a Fax number or any number?
  • How to remembering a filter when logging back to Sage 50Cloud Account

    Hi, I use Sage 50Cloud Account, I would like to know if there is any way to remember a filter in Sage when logging off and on in Sage please? Here is an example; In my Sales Orders Tab, I filtered them to show me the orders only as I didn't need…
  • Sage 50 Transaction Limit

    Hi We have had issues where sage has been extremely slow to work with and have been advised that there are too many transactions on the account about 200k. I just wanted to check if that is the limit of transactions you can have on sage 50.
  • Product Batches, its the same thing, but its not

    Hi All You have all been superstars so far. We buy a product, in a batch of say, 500, and those 500 are all functionally the same If we sell 400, and buy another 500, the second 500 will be very similar to the remaining 100, but will fail a side by…
  • Sage Accounts Certification Files

    Hello All. I currently using attempting to make our staff's lives easier by allowing them to run Sage 50 Accounts as an administrator buy using Microsoft Intune Endpoint Privilege Management. I need to configure an elevation rule that applies to the Sage…
  • Outlook Signature not being added on emails sent from Sage.

    Hi Folks I think I must be missing something obvious here, but none of the email, reports, letters etc etc that get sent from within our Sage 50 add the users Outlook signature to the email. I assumed that the users Outlook signature, which appears…
  • Importing supplier invoices into sage 50

    Hi all We are looking into any third party software which will allow us to capture supplier invoices using OCR and automatically import them to Sage 50 matching them against PO's. Anyone have any recommendations? Many thanks
  • Sage Data Service Connection Lost

    Hi, We are having an issue ever since upgrading from v24 to v28 (and now v29) that we will receive a message saying "Your Connection to the Sage Data Service has been lost. The application must now exit". The errors seems to be random no matter what…
  • Splitting a Customer account into many smaller accounts

    I have inherited a set of accounts where we have major builders as customers. The accounts are a mess. Each site receives their own invoices (but all through the one customer account). And each payment received is from the site, and again all the payments…
  • Why doesn't stock adjust if its been added to an invoice converted from a Sales Order?

    We raise invoices daily for our customers directly from the Invoice Module and experience no issues with stock adjustments. However today I've noticed that invoices generated from a Sales Order (normally raised from quotes issued), and where we later…
  • Posting monthly charity donations

    We have monthly donations from about 40 donors, which I've been posting as Sales invoices - I've used the 'Memorise' function to save them all in a template batch invoice, which I then just 'Recall' and edit each month for the correct dates and any extras…
  • Windows 365 Virtual PC

    Can Sage be installed and used on a Windows 365 Virtual PC?
  • Sage 50 Cloud with remote users.

    Has anyone had experience of using the cloud feature in Sage 50? We tried it a couple of years ago and to be honest it was an absolute nightmare with remote users with slow internet access (Although above the minimum needed) locking the system for all…
  • Profit and Loss Reporting

    Hello, I am trying to run a P & L account report on Sage 50 to include all income and expense line regardless of whether any transaction has been recorded in each nominal code or not. I just want the report to include all line items. Is there a way…
  • Journal dates being amended in the background

    I have noticed that if you are using file maintenance to amend a journal (even if it is just the details) and the normal journal entry screen is open in the background, then amended journal will also amend the date of its posting to the date of the background…
  • Monitoring and reporting fixed asset expenditure against budget

    We have a healthy annual fixed asset budget which requires regular monitoring and the preparation of reports appropriate to the level of management. We use advances departments in depth and the system allows for budgets to be applied to the fixed asset…