Hi,
These days majority of us use Excel templates to upload data to SAGE 50. The issue I would like to raise with SAGE is uploading 'batch invoices' (Customer module). Invoices uploaded via excel spreadsheet (or just posted on SAGE as batch) do…
Hi,
These days majority of us use Excel templates to upload data to SAGE 50. The issue I would like to raise with SAGE is uploading 'batch invoices' (Customer module). Invoices uploaded via excel spreadsheet (or just posted on SAGE as batch) do…
Hi,
Could you tell me, is it still not possible to join SOP_ITEM and INVOICE_ITEM within Sage 50 Report Designer?
I have tried and can't seem to get it to work. I know it was a know issue years ago, but I would have thought Sage would have fixed it by…
What would be helpful for our company is when a non account customer places a Sales Order (we would create this as a Proforma Sales Order) and their company needs a Pro-Forma invoice to pay for the goods.
Currently I believe there is no way to create…
This is a must to help with audit trail and reduce fraud.
We have an issue of security where users can create a product invoice, print it and then edit it changing the customer / product details. This in effect creates a 'ghost invoice' without the stock figures being affected (we don't use SOP). As we deal…
I have an issue with exporting an invoice to Outlook which was working OK until today
I am using Sage V27.1.562.0
If I export the invoice as a pdf to a folder, it looks OK, I can attach it to an email and it all works
If I export to email, the numerics…
Incorrect data displaying on Statements from Invoice
On sending statements the information on the statement was different from the Invoice. Invoice correct but statement was displaying incorrect data for some invoices not all (intermittent issue). Also…
I would like to see an IN function, like SQL, so I can choose to see a specific set of Invoices.
And/Or a way to edit the .inc fie it creates when saving a filter. Being a code file, it should be editable within MS Notepad
I would like to see a tick box at the top of the Invoices & Credits screen - All Records that by ticking will clear all the credits as I find it annoying every time that you have to scroll up all credits to get to the last invoice.
i appreciate that…
When exporting locally or emailing invoices to clients it would be helpful to have an option to embed the font subset into the resulting pdf file.
There should be an option to make all sent or exported pdf files PDF/A compliant. This would help long term…
Can the due dates on Sales Invoices be 30 days from invoice date instead of 30 days from Sales Order date? Our Sales Orders can be created months in advance, so calculating the due date from that Sales Order date is incorrect.
I'm new to sage, so this may be obvious but I can't find out how to do this.
I have created a customer, and when I invoice them I have to include my "supplier reference" they give me on all invoices etc. This reference is longer than…
I work for a Professional Services Company and currently all our fee earners prepare their quotes in Word and if the quote is accepted the information is then transcribed into a Service Invoice in Sage.
I have looked at trialling the Quotation feature…
We send invoice emails as pdf attachments to our customers. Typically we don't get many issues.
However, for a long time a seemingly random number of customers do not receive emails from our main account sender. The sending email address is in this…
Is there a way to change the VAT code for an entire invoice rather than going into each product line item individually?
We work for a lot of builders on multiple projects with different VAT charge requirements so cannot easily default change the customer…
Problem
We have several users who look after sales and purchasing who are in different offices.
Often, one user will input e.g. a sale; however, other users cannot see this sale immediately which can result in the sale being input again by another user…
Hi,
I've recently moved a customer's outstanding invoice from one customer account to another - the issue is that in the original customer account the invoice has been marked as cancelled and is no longer showing as outstanding (as expected) but an additional…
Hi. Is it possible to make a change in Sage 50 professional, when I create sales order I assign number that is cross reference with purchase order. When I complete my sales order and system create Invoice it assign random number. Is it possible to make…
Hi
Currently in our small business all quotes and orders are written in excel. (My boss insists on this) If we win the order I then manually copy the order over into the invoice module once delivered. We are in the HVAC business so here is a sample of…
We often duplicate previous invoices so the description, nominal, department, etc remain consistent throughout the project. This is now no longer possible due to the way the VAT reverse charge has been set up.
As there will always be numerous lines, different…
When emailing statements have the option to include all outstanding invoices on the email.
Hi there,
it's seems that when I try to delete certain transactions such as purchase invoices, sometimes it 'deletes' the transaction and turns it red. However sometimes it 'cancels' the transaction and raises a transaction to reverse it.…
Hi,
I am a Business Intelligence Developer in my company and importing data from Sage 50 accounts database into Power BI using sage ODBC driver. Nominal Ledger table has data at month level but now, our requirement is data at the invoice level. There…
HI all,
sorry if this has been asked many times before, but i cant seem to find the answer.
On Sage50 Cloud, can you set up a recurring invoice? So that it automatically generates an invoice for the same amount on the same day each month?
Ideally with…
It would great in the "Memorise" Invoice to set the date the invoice produces itself as well as set the recurring date of each month it is to be dated and due on.
One of our companies is a SAAS business and we raise invoices manually around…