Welcome to the Sage 50 Accounts UKI Support Group on Community Hub! Available 24/7, the forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
Hi all,
We have 3 users who access our accounts, and we use Remote Desktop Connection.
One of the users, our credit controller, if they go to Customer->Activity screen does not seem to have the Delete button at the top.
However, if they go to Customer…
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
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…
In this session we'll look at the Statements and Letters options that are available in the customers module in Sage 50 Accounts.
This webinar has now taken place, but you can watch a recording:
We have a 2023 Customer Price List that is used for multiple Customers.
We also have Recurring Items for the same Customers.
However, when we update a price on the Customer Price List, the price on the Recurring Items does not update automatically…
We have relatively simple pricing criteria, but implementing these in Sage is far from simple.
Special customer prices are a pain, we have to set these up in each individual product record, not in the customer record. This is counterintuitive.
An…
Please could you create a template to import multiple delivery addresses into Sage 50.
If you have a customer with thousands of sites for delivery, it is very mundane to key in the addresses one by one!
Please, please this would assist enormously…
Having gone through it, I may be missing something, It would be useful to have the ability to set multiple rules for products themselves. At the moment you can set a rule for individual customers that they purchase specific Products with a rule against…
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…
Our customers pay in a variety of ways - payment with order, on account, by return, via DD...
We have different Invoice Layouts for differing payment methods and consequently different email wording to send with the relevant invoice.
I would like…
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…
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…
Is there any way of linking bank details to customers accounts?
we have 2 different banks for different types of sales so sometimes it can get a little confusing when it comes to what sales invoice to send with the correct bank details. so my question…
SAGE Cloud currently seems to only allow you to set very standard payment terms e.g. One payment required by a certain due date that you set per invoice. We need to be able to offer our customers split terms and for that to be easily managed in the software…
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…
I would like to be able to edit a project after saving it rather than the software displaying a new project window.
Could the software be configured so that the details of the new project are presented to the user rather than a new project window? …
Currently when I select multiple customers to send statements to, its sending all of the statements to the first customer on the list selected rather than sending each to their respective contact email address.
Any ideas why and how to fix it?
Instead of having to create a new customer for each of a customer's subsidiaries, I think it should be possible to store all of a customer's subsidiaries under one parent company customer information and subsequently be able to allocate transactions to…
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…
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…
Would be good if Sage would allow Satago to add invoices.
We create our invoices under invoices & Credits tab in Sage but currently unable to upload these. So therefore I have to attach separately in an email!
Restrict user access for employees such as Sales Reps and allow them to only view their Customers and activity rather than all of them. This would be good especially for new employees who companies do not want to share their whole customer list with
I want to tidy my customer ledgers, by moving older transactions to a suspense account. If I do this by editing the transaction, will it mess my records up, if from an earlier year? Is there a better way to do this?
