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.
Hello, we run sage in GBP, however we do pay some staff in EUR. We now have a euro account but i dont know how this works in sage;
1. how do i set up the bank as it will only let me select GBP
2. If the account is in GBP how do i process the payments…
Bank Feeds can be a big time saver and we've updated the look and feel in Sage 50 Accounts v29.2 which also brings other enhancements. Join us as we introduce you to bank feeds, explain the benefits, advise on setting it up and how to process your transactions…
Hi everyone
Since last week, I have started to onboard my clients with bank feed & have managed to finally get there.
I looked to continue yesterday but, a different issues persisted with the error 'The page your are looking for is either removed…
Users who do online sales and do not create customer record for every single sale rely on sales orders to help identify transactions that need to be processed into sage. The payment tab in SO is used to process those payments. Now the bank feeds has its…
We'll run through the reconciliation process in simple steps, highlighting and answering common support queries along the way.
This session has now taken place, but a recording is available >
Hi All, wouldn't it be amazing if when opayo downloaded receipts in the chain as it does this in sage that you get to change the bank account the payment + invoice goes to ??
at the moment every opayo payment automates to Nominal 1200 bank which would…
We have a team of 5 and we don't really want some of the junior members to see all of the bank accounts or nominal codes. They do need to see some of it to post day to day but could there be a flag option to stop them seeing certain codes/ banks of our…
We have a team of 5 and we don't really want some of the junior members to see all of the bank accounts or nominal codes. They do need to see some of it to post day to day but could there be a flag option to stop them seeing certain codes/ banks of our…
Please can Sage50 consider the option to leave the default date blank upon entering transactions to ensure that the correct document date is entered, and not posted as today's date.
This will ensure that there are no future transactions sitting in the…
As an example, we closed a USD account and opened a new one. We ran down the old one until the balances over the companies were 0 then closed the account in the real world. We were happy to have the nominal on our Bank Accounts list until it was 0, but…
So often I wish I could filter the bank activity screen but end up dumping years worth of data into excel just so that I can use the search & filter options. Why can't we have these in Sage? We have them in nearly every other screen except Bank Activity…
Hello,
I want to change the order my bank statement appears in, i.e. rather than being in transaction no. order I want it to be in date order.
I have manager to edit the bank statement layout but when I click the statement button, it does not…
We are aware that some customers are experiencing problems downloading Bank feeds transactions from Santander. We're currently investigating this. If you're affected by this issue, please try again later.
Bank accounts are a core feature of Sage 50cloud Accounts, recording money in, money out and reconciling your transactions help to keep you on top of your accounts. The Help Centre has a dedicated hub to help with all your banking queries... Check it…
Check out our guide to Bank Reconciliation in Sage 50cloud accounts, we'll take you through it step by step with some quick overview video clips. Open article >
You can use the bank reconcile option to match the bank transactions you enter into Sage 50cloud Accounts, with those transactions that appear on the actual statement from your bank. Reconciling these values means the bank balances and transactions are…
I would like to see a "Batch Customer Receipt" screen within the bank module. We have many receipts from customers, many of which have the same date. It currently requires a lot of clicks to receive each one individually when it would be so much quicker…
To help encourage your customers to pay you on time, did you know you can add your payment terms and bank details to the invoices you issue from Sage 50 Accounts? You can simply edit your invoice layout and add a text field with your details.
Read more…
Getting into a regular rhythm of recording and checking your organisation's transactions in your Sage 50cloud Accounts software will help you to keep on top of finances and stay informed about how you're performing.
Read more >
The Bank Reconciliation option in Sage 50cloud Accounts is a great feature to help you match the transactions in your software to those on your actual statement from your bank.
In Sage 50cloud Accounts v25, we’ve introduced some great new features to…
Hi there,
I am trying to tidy up the bank reconciliation before I got off on maternity leave next month and have A LOT of unmatched transactions. These are mainly from recurring transactions - I think there has been a bit of confusion when I took over…
In Sage Accounts, recurring entries are a great way to save time. Simply set up any payments or receipts that happen regularly, such as direct debits and standing orders, then you can process them all at the same time. You can even set up a reminder so…
Can anyone please help...
When I post a transaction relating to one of my bank accounts, as soon as I click to complete it the bank selected then jumps up two lines to one of the other bank accounts!!!
Has anyone ever heard of this happening before…
