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.
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…
It would be extremely helpful if there could be custom fields available which can be applied by line on a sales order. For Example, if a sales person took an order then managed to upsell another product line, they could tag that line by 'Upsell' or their…
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…
If you need to make the same amendment to more than one record at the same time, rather than edit each record one by one you can use batch changes.
This is a great time saving tool if for example you need to change the default tax code for multiple…
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…
On Customers order Screen you can filter by Despatch Date, but it is not Pulling from the actual despatch date of the order. It is actually pulling from the Order/Sales Order Status/Due which is totally useless.
Come on Sage let it do exactly what it…
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…
It will be a great add on if the next versions of Sage could have a functional relationship between <Invoice's Module and Customer's Modulethe >, therefore to be able to select from customer's module a subset of records (lets say those with balances on…
When emailing customers invoices, reports, statements or letters it would be very useful if the report designer could give the functionality to to add a new entry in the customer communications log stating which report, invoice or letter has been emailed…
When a customer has no more outstanding orders and all invoices are paid and credit notes are used, automatically set as inactive. This will cut down the time taken in searching for customers to see if they can be made inactive. One off orders can be…
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…
Finola McManus, chartered accountant and managing director of business development firm Practice Perfect, explains how businesses can ensure they are paid promptly and keep their cash flow consistent.
Small businesses are often flattered when they get…
In July this year the BBC reported that small firms are owed £26bn in late payments and chasing debts costs them millions more. To help support our customers we have published a few articles focused on managing your credit control and how to avoid late…
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…
Each month, we claim direct debits from our bank, then we have to post each one as an individual line item in Sage which takes ages. Is there a report we can use to just import into Sage which then pays off the relevant invoices automatically?
We…
How annoying is on SAGE 50 Accounts that in order to print a Delivery Note, you need to actually click NO to the question? My colleagues who are not accounting people get it often wrong and by mistake the stock is updated and invoice created, so misleading…
