Sage 50 Accounts

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…

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…

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…

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…

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…

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?

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?

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…

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?

Hi all, Every month I run statements for all of our customers and email them. For some reason when I've just tried to do it, rather than creating individual emails with a statements per customer, its creating one massive pdf with ALL customer statements…

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…

When sending a service invoice, we show the deduction of retention on the invoice which goes to a different nominal code to allow us to control the amount outstanding for retentions held. I have just tried to create this but sage will not allow it …

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…

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…

Hi, I need to amend and reprint an old sales invoice on sage 50 cloud, but the invoice is not currently showing on the 'Invoices and credits' tab, I can only see it in the 'customer activity'. Any idea how I can do this?

We have not previously been using the customer credit terms function within Sage 50, but would now like to set up credit terms for all customers and have it automatically pull onto the invoice. I am looking for a way of globally changing all customer…

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…

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…

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?

For no apparent reason yesterday, one of our users reported that they could no longer search the customer list using the quick search box at the top of the list. It either crashes instantaneously to the desktop, or the progress bar hangs (with no progress…

HI, we have a lot of internal customer accounts and wondered if you are able to turn off / disable generating statement for a particular customer, so when we run all the customers statements at once we are not generating unnecessary statements? …

Hi Can anyone help?? :-) We want to use Analysis1 (customer defaults) to show which round a client is on and shows in the invoice screen, however.......when we save it in the customer default it still isn't showing in the invoice screen on sage…

Why is the PDF file that Sage produces so big ? When we create order acknowledgements using our own forms created using report designer, the file size produced for emailing is 1MB for a single A4 page, yet if I save the file and use the Adobe Acrobat…