• Customer Activity Screen and Deleting Items

    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…
  • Difference between Delete and Cancel

    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. I can't…
  • Deleting transactions

    Hi Sorry if this has been asked before - I have had a look through the previous questions but can't find what I'm looking for. I'm not trained in accounts, I use Sage for our family-run business so apologies if I'm asking silly things :) When reconciling…
  • Maintenance Corrections

    Hi, I am trying to delete a JC and JD within the corrections utility, thing is the delete button is grey out (I am logged in as manager). The transactions are a bank transfer from one account to another but done in error (duplicated data). Any ideas?…
  • Remittances - how can this section be cleared up?

    We've only recently begun using this section, but there's an option to print remittances from YEARS ago! I want to clear these from the list so it's tidier and also doesnt take a few minutes to run every time as it's searching all records. I don't…
  • 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…