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  • Can I produce a receipt using Sage to give to a donor ?

    I have inherited Sage from my predecessor One of our leaders of our charity gave a talk to members of staff of Dept of Work and Pensions about our charity's work. Following this they arranged a collection. I have been asked in advance to generate a…

  • BUG in year end process for charities

    We have just done our year end closedown for a previous financial year. We had a transfer of money from one fund to another. The Transfer funds button works directly on the Balance Sheet which is incorrect for the transfer we did: we did it via the…

  • Auto Entry and Sage 50

    Does anyone know if I can use Auto Entry with a Charity and post to a fund code as well as a nominal code and department - also in the setup can we tell it to post to some funds but not others

  • Editing customer (or donor) deposits

    I work for a Charity so our donors information is contained in the customer section. Oddly, one is not often able to edit the donation. Unfortunately a quick imput means that numbers are sometimes reversed and only rarely can it be easily edited. Moreoften…

  • Charities and bank feed

    When will Sage add donations to the create option within Bank Feeds? It reduces the advantage of the bank feed option significantly. The Charities options have been the poor neighbour of Sage users for years now but the changes which could be made so…

  • Memorise & Recall for Donations receipts

    For posting regular monthly donations, it would save a lot of time to have 'Memorise and 'Recall' available in the Bank Receipts-Donations screen. Until now I have been posting monthly donations as Sales invoices - I've used the 'Memorise' function…

  • Posting monthly charity donations

    We have monthly donations from about 40 donors, which I've been posting as Sales invoices - I've used the 'Memorise' function to save them all in a template batch invoice, which I then just 'Recall' and edit each month for the correct dates and any extras…

  • Merge Customer Records

    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…

  • Sage Webinar - Charities (Part 2) - Recording now available

    This session explores a wide range of Charity/Non-Profit processing options in Sage 50cloud Accounts, including recording donations, the gift aid feature and also processing transactions under the Gift Aid Small Donations scheme (GASDS). This webinar…

  • Gift Aid Certificates Input After Donation

    A gift aid certificate can be used to claim the tax back on donations received up to 4 years prior. Currently, when a gift aid certificate is received and input after a donation has been input on Sage the gift aid is not retrospectively calculated.…

  • Charities Webinar - Processing in Sage Accounts

    This session explores a wide range of Charity/Non-Profit processing options in Sage 50cloud Accounts, including: SOFA report; Setting up funds and recording donations. Anything specific you'd like to see covered? If so, simply reply to your registration…

  • Allocate a fund code to Products and Services

    When setting up a new product/service in the Products and Services tab, it would be useful to be able to allocate a fund to the product/service, in the same way that you can allocate a department etc. This is for users using the Charities Option Than…

  • Add a report to Charitable Funds that allows you to see the month end balance for each Fund

    I have spoken now to three different people at SAGE and blown away by the fact that the Charitable Funds section of SAGE won't allow you to see the balances for each fund for a selected date. Within the Charitable Funds section each fund displays the…

  • Fund Activity in Sage

    Am I correct in asserting that Sage only considers a transaction for Fund Activity if it occurs in the P&L part of the CoA in use or its (Balance Sheet) Reserve Nominal? Which would also imply that the Fund of a transaction is ignored if it is in any…

  • Charity accounting - nominal transaction report to include Charitable Funds

    This is pretty essential for charity reporting! Would be so helpful to have this field on nominal enquiries and reporting. It seems like Sage have included a charities option but not really thought through what would be useful to charities!

  • New Charity Report: (Transactional) Trial Balance by Funds

    The Charity module has reports for "P&L by fund" and "Balance sheet by fund" (among other things) - what would be really useful for some management account production would be a Trial Balance by funds. I'm told by Sage's experts that this doesn't exist…

  • Charity Accounting - restricted funds

    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…

  • Non Profit Organisations

    I'm looking for advice on how to use this product for a charity and tailor it for statutory reports ie restricted funds etc. If it is not appropriate which Sage product would be.

  • Importing Data

    When I have mapped data - have saved mapping. However when I upload similar info and load mapping (& use saved file) it doesn't return previous mapping Have I missed something ?

  • Charity Bank Process - Add Missing Field on Input

    When using the donations tab when booking donor receipts through the bank account there is no field available for entering the project (Right clicking on bar doesn't show this) We have about 80 entries a month where after using this method we then have…

  • Bank Input - Using Donations Tab

    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…

  • The Gift Aid Flag & Gift Aid Declaration in Sage 50 for Charities

    The gift aid function in Sage for Charities needs to be improved. Need to be able to change the Y/N function for the gift aid flag. * We have a CAF donation that is not subject to gift aid but we cannot change the flag to 'N' * We also have a new…

  • Variables to be used within Report Designer for ACCOUNT TYPE and MEMBERSHIP DETAILS within the Customer Record (when having charitable funds activated)

    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…

  • MTD for charity vat returns

    How will MTD work for charities where all vat is not reclaimable? Will we have to post journals to the VAT accounts in Sage to adjust for partial exemption calculations

  • Funds HELP!

    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…

*Community Hub is the new name for Sage City