• Transfers and check clearing

    • New
    • 0 Comments
    It would be helpful to have a transfer area instead of having to do a journal. This is just very strange. I have used many accounting software and this is the only one that does not have a transfer function and you have to use a journal to do it. Also...
    • 25 Jul 2019 4:53 PM
  • Transfer Funds

    • New
    • 0 Comments
    I realize a general journal entry can be made to transfer funds from one bank account to another, but that is a very unusual way to go about it. I have used two other accounting programs, and they both had a transfer funds option available. I think it...
    • 26 Jun 2019 10:24 AM
  • Reconcile by specified date, not month

    • New
    • 0 Comments
    Most bank statements are monthly, but a credit card statement is not. Even if I enter my statement end date, the program brings in all the transactions for the month. This is inconvenient and adds confusion.
    • 6 Jun 2019 1:55 PM
  • Remove Matching Date Requirement

    • New
    • 0 Comments
    We are a tax office who sends out thousands of checks a month. Before the 2019 update in April, we loaded the OFX file from our bank and Sage would auto clear all of the checks as long as the check number matched the amount. This would leave me about...
    • 4 Jun 2019 2:39 PM
  • Mass delete erroneous transactions

    • New
    • 0 Comments
    During initial system set-up I attempted to modify the AP Check form to fit our pre-printed checks. Because some of the modified fields were too close to the form margins, Sage 50 automatically created over 15,000 Payment Void entries naming them from...
    • 22 Feb 2019 3:25 PM
  • Non-Owner Reconciliation

    • Under Review
    • 3 Comments
    Sage50 accountants addition 2018 my employees (users in Sage Drive from remote locations) had the ability to reconcile bank statements and change accounting periods. Now in Sage50 2019 they cannot because they are required to pause sharing and are not...
    • 15 Nov 2018 10:58 PM
  • give us away to delete past year items so they don't show up in bank reconciliation or select for payment areas

    • Under Review
    • 0 Comments
    We have past year transaction that show up in our select for payment and bank reconciliation windows.
    • 17 Oct 2018 9:06 AM
  • We urgently need better electronic banking

    • Under Review
    • 0 Comments
    It should be possible to download all bank transactions and have them post. Now we have to enter all our transactions not done through Sage, which in our case is most except for payroll.
    • 26 Jul 2018 12:02 PM
  • Reconciling to a specific date, rather than a month end date . . .

    • Under Review
    • 0 Comments
    Many times banks, both of mine actually, run statement dates that do not coincide to the last day of a month. For instance, I just got my "June" statement. The dates run from 6/1/18 - 7/1/18. This creates a problem reconciling in Sage 50. If you choose...
    • 18 Jul 2018 10:34 AM
  • Date based reconciliation

    • Under Review
    • 0 Comments
    I would really like to see the ability to reconcile my bank account by date. Now I know you can enter the date in the date field, but if my bank has a statement date of 3/1 - 4/1 and I use 4/1 as the reconciliation date, then the next month when my statement...
    • 10 Apr 2018 1:03 PM