Sage 50 Accounts

We have a couple of anomalies which have previously gone unnoticed. They affect any customer that has had a refund. For example, customer A had a refund back in November 2015 (8 years ago) the value of the refund was £1122.64. If we look at the sales…

Using Sage 50cloud. When making payments using the Supplier Payment button under Bank Accounts, is there a way to set up the "Reference" to a default text? I have highlighted the section on the attached image.

Hello, Is there any report within Sage which displays Payment terms with customers/suppliers? I have set the Payment terms in the Credit Control area within the Customer/Supplier Record. However, I have not managed to find any report which…

Is there a report to run to find all suppliers with outstanding payments on account? Thanks

We have GBP, USD and EUR bank accounts but have some customers who use other currencies such as DKK. I know I can't allocate from our GBP bank account (which they have paid to) as I have their account set up as DKK. Is there a way around this so that…

Wondering if anybody could help or have an idea. im looking to include extra ref when I print out reports. mostly in day book reports and activity for sales? I get the ref only not the extra ref on the printout of the reports. how could I amend…

Hi, I had incorrect information on an invoice for an account customer on the cash sales acc. I have credited it but the invoice was paid in May and reconciled. For this reason, I have unallocated the payment which was made from 3 transactions. When…

Can you post a supplier payment and have it automatically matched to correct department to match invoices? We have large volumes of invoices assigned to different departments but when I post a payment to pay at month end I have to breakdown payment so…

I need a report of any transactions through our company credit card. We have 15 users with individual cards all together on one master credit card bill. I keep the transactions separate for each user to enable better visibility and easier reconciliation…

I've been using Sage Instant Accounts for the last year or so. Today after entering some invoices and clicking save the whole program completely closed down without warning. After logging back in I can see that the invoices were saved but did not appear…

We currently run a 'paperless' process which involves scanning and filing GRNs and delivery notes, matching them up with invoices in another folder, checking the invoice is correct, moving them all to another folder then accounts will open the invoice…

From what I can see Sage offers credit terms to be input on a number of days basis. Is it at all possible to have different customers set with different payment terms which are different to this? We have the following: Payment on Delivery/ Collection…

Is there anyway of printing a suggested payment report without including the direct debit payments? I am currently printing a Supplier Invoices Due report and excluding direct debits by individually ticking the boxes in 'not in' drop down menu. If I could…

Can anyone recommend a good process they use for supplier payments? A list of steps from calculating amounts to emailing remittances?

Great to see STRIPE is now available as an option in Sage 50 for a PayNow button on invoices. However, we take a lot of payments over the phone, and we currently use SagePay which is frankly quite cumbersome compared to Stripe. Are there any plans to…

We are registering payments as already received but when creating a sales order, however when it is despatched and then converted to an invoice and uploaded, it is showing the amount as outstanding in the customers records.