• Can you print customer memo / notes on aged debtors report

    I've been asked to print customer memo / notes on aged debtors report. Not sure if you can do this as notes are kept in a separate file - but it would be great if you could add them to a report. Does anyone know if you do this? Thanks Simon
  • New customer set up faulty

    My colleague set up a new customer but they weren't showing as a customer unless you select 'include inactive'. The customer was not set to inactive. I created a new account for them on the manager user and the same thing happened again. I then tried…
  • Record navigation option in Customer receipt window

    Would be great if we could select multiple customer records and then navigate through them in Customer receipt window same way like we have the below buttons in Activity window. This will facilitate payment allocation as this is currently a manual process…
  • Sage 50 - How do I clear a sterling balance of -.01p on a customer account when the foreign balance (€) is zero

    Hello, Does anyone know how I clear a sterling balance of (0.01p) on a customer account when the foreign balance (€) is zero. We use a flat rate for our €, so it never changes. I have 15 customers that have not ordered for a decade so I would like…
  • DEFAULT DATE TO BE BLANK WHEN POSTING A TRANSACTION

    Please can Sage50 consider the option to leave the default date blank upon entering transactions to ensure that the correct document date is entered, and not posted as today's date. This will ensure that there are no future transactions sitting in the…
  • 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…
  • Running reports to show all customer e-mail addresses

    Does anyone know how I can run a report of all my customer e-mail addresses so that I can do an e-mail shot with a new price list?
  • Disputed invoice with no "d" alongside it when get partially paid

    When invoice is placed in dispute, normally "d" appears alongside it, however for some my customers and suppliers it disappear when invoice is partially paid. It should show "dp" , however it only shows "p". When I go to disputes, the reason is there…
  • In Batch invoices for customers the ability to attach a file.

    It would be valuable for a lot of users, i believe to have the ability to add attachments to the customers profiles or in the batch invoicing section. Considering we are now MTD there should be the ability to keep any number of records on sage which can…
  • Recording on-line sales

    I sell products on-line. Once a customer makes a purchase the website sends the money to Stripe (I understand that this is quite normal). Stripe process the payment and take a handling fee. About 1 week later Stripe deposits money into the company bank…
  • Make a change to multiple records in one go

    If you need to make the same amendment to more than one record at the same time, rather than edit each record one by one you can use batch changes. This is a great time saving tool if for example you need to change the default tax code for multiple…
  • Mobile App and Sage 50

    Hello! Our company is looking for mobile application software that can be synchronized by internet connection with office software such as Sage 50 accounts (using Sage 50 Accounts at the moment). We need to speed up the process for our remote field…
  • Any ideas how to stop data location opening when selecting a supplier, customer, nominal, bank?

    Hi, My colleague whenever she tries to open a supplier record, nominal record, bank account, customer record.... the data file location opens on her computer. For example if she wanted to check some of the details of Supplier X, when double clicks…
  • Batch Reporting - Do you know?

    Hi I am Michael, I work on the Digital Contact Team here at Sage, I also used to run the Premium health-checks for Sage 50 Accounts before moving to this team. When doing these i was flabbergasted at how many people had no idea about this amazing…
  • Gift Vouchers Redeemed and Product Codes

    we produce sales invoices by using product codes. Does any one know how to include a product code for gift vouchers redeemed which reduces the cost of the invoice. Can a negative product code be set up?
  • Create Customer Invoice for Late Payment Charges

    How can you create an invoice for a customer for the late payment credit charges that have been applied to their account? I used the wizard to apply credit charges and now the customer is asking for an invoice for these charges. Please help urgently,…
  • How to remove an opening balance from a customer account?

    I tried to delete an OB when editing a customer, but I get an error: The record could not be deleted. Possible reasons: remaining bal. on acc.; trans. associated with acc.; acc still associated with projects). I have an account with an OB…
  • Agents Commission Report filtered by Stock Category

    Greetings All, This may not even be possible, but I will do my best to articulate what I'm trying to achieve and hopefully someone is able to help. I'm using a report from the Customers tab > Agents Commission (@10%). I have modified this slightly…
  • Aged Debtors different to Trial Balance

    Hi there, The figure in my Aged Debtors report differs from the amount in the Trial Balance. I have managed to trace it to a receipt that is not showing in the Aged Debtor report. Is there any reason for this? Will I have to reconcile the reports each…
  • price list upload template for Sage 50, is there one? I have follow the online instruction to create csv or txt file, als exported Price list from Sage via excel and updated and save as csv / txt but continually get errors.Please advise if there solu...

    Customer Price List Template
  • Sales Invoices corrupted

    Two customer invoices produced in 2015 on Sage do not show the correct data. The invoices are showing on the correct customer record but when I drill into them to reprint them for the customer, they are showing completely different data. One of them is…
  • How do I record activity on the customer communication tab?

    For credit control we write all our notes on the Credit Control tab.... previously the activity ie. date, time, user etc has been recorded on the communication tab when sending debtors letters or statements. This has now stopped and I'm unsure how to…
  • Sage Accounts V24 Application Hangs with SBDDesktop.exe Has Stopped Working Only On Windows 10

    Could someone please give me some guidance on the issue below please? I have an ongoing problem with Sage Accounts Ver 24 client installed on new PCs running Windows 10, the PCs are fully patched and on the latest Win 10 release. Users can log into…