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.
Please consider creating the ability to merge existing customer records. I work for a charity so our 'customers' are actually our donors and it is becoming very important information for us. It is so easy to miss an existing customer record and re-create…
In the charity I have taken over the accounting for we have lots of restricted funds set up. I have two questions I would be very grateful for guidance on:
In recent years we have posted two sets of year end adjustments.
1.The first one is the regular…
We are using the Donations Tab to enter receipts .- However this input doesn't allow me to input the Project Reference (one of our required data fields)
The only work round we have is to edit the transaction and add info in field. Causes us a lot of…
To be able to create reports that can hold information such as when the customers membership started, how long is left for renewal and what the renewal date is To then be able to run the report for a date range that will then show all renewals due within…
I am new to Sage 50 Accounts and also the charities sector. The accountant I have inherited has set up our new Sage module with Funds for each income stream and nominals for each one too. I thought I would only need 2 funds - restricted and unrestricted…
Hi,
I've followed the instructions and read the online help and still cant see where I've gone wrong. I have two charitable funds set up and they are not updating with the funds that I have allocated to them. I've checked that the relative amounts…
