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It would be helpful if I could attach a PDF of a customer's ST-10 Tax Exemption certificate to their customer file in Maintain Customers. I know it can be attached to each individual invoice produced for that customer, but does anyone know a way to attach…

I am wondering if anyone out here has had any experience with the trolley build features with Datalinx? We are thinking of exploring "picking to slot", "Trolley Build", "picking to Carton" functions in our warehouse. Would love to pick someone's brain…

I get the below error when trying to get my bank to connect. I have multiple companies and it connected fine in one but not this one. I turned off antivirus and firewall and I receive the same message.

the previous person here made our accounting period 13 months - I want it back to 12 months. PLEASE HELP!!

For years Sage 50 US Premium Accounting has been shutting down randomly, for no reason, when actively working in the application. It is NOT a properly functioning automatic shutdown for inactivity.

Good day. The SAGE 5O US version has a lot more of the management control features than Sage 50 Canada. I am currently using Sage 50 Canada and would request that the development team consider these upgrades to the Sage 50 US Version as I would like…

We are facing random crashes when running Sage 50 client over a site-to-site VPN tunnel with the server on the other side. We understand its not supported, but it really looks like the root issue is Sage can’t manage any brief interruptions to the server…

Is it possible to setup a A/R & A/P clerk position to have access to Job Profitability Reports WITHOUT having access to payroll fields/access?

I have got a server where I would like to install antivirus. I have got sage X3 installed on the server. Can someone please provide me any advice on how should I move forward with this? Are there any important files/folder that I need to exclude…

Hi everyone, From already thank you very much. What I want is to be able to avoid invoices being made with Inventory Items if the Item is out of stock. Or at least give the notice that we do not have quantity on hand Greeting

Hi, we use Sage 50 US edition ver 2021. We have five Sage users on Windows 10 connecting to a Windows Server 2012r2 server running Sage 50. We are required to remove local admin privileges for employees for security reasons, and make them standard users…

Customer's bank wants the Excel file generated with the check details to have each required field in a separate column. Does anyone know how to specify this within the Bank File Definition?

I have 8 Customer Types and I only need 5. How do I delete the ones I don't use?

Hello, I am wondering if there is anyway to add an additional column to the selections for the Sales Order List. I need to add phone numbers onto the sales order list. Thanks in Advance.

Common Data >> Bps >> Supplier, Financial Tab, Analytical Dimensions Currently only codes listed in AX1 flow through to the supplier invoice (Supplier BP invoices). How do I change the other dimensions to flow through to the supplier invoice as…

Hi, I am sharing one company for remote access but and error message appear saying "Account Verification Failed" I was able to share some companies already but this happened to me just now. Can anyone help me with this?

Hello everyone, Currently in inventory we have raw materials as stock item and finished goods as Assemblies. My question is how to handle the conversion of these raw materials into Products for sale. In short, the production. Thank you very much…

Hello, We have been using the Sage X3 with production scheduler and production scheduler is the most important tool for our operations and work order planning. Sage X3 version : Enterprise Management V 12.0.19 Production Scheduler : 6.0.2014…

I was using SAGE 50 this morning messing around with the Bank Feeds section and have a a question. I was able to log in with my banking institution and pull bank transactions from January 2021 to May 31. On Quickbooks, they have the ability to automatically…

Where do you assign the defaults for a report? Specifically, when I print the BONLIV report I want it to default the customer value from the record so that I don't have to change the parameter lines each time. Where do you make these kinds of default…

My Sage 50 was just updated. Now when I open Saage I need to approve the opening with User Control. I know I can turn Account User Control off but would prefer not to. Is there a way to stop the need to approve just Sage 50?

Hello. We have this product installed on a Windows Server 2012 R2 Standard. Our tech department validating server vulnerabilities wants to know if the setting for SMB can be changed to digitally sign communications always.

I have several companies on Sage 50 US 2021. Last week one of the companies started occasionally not displaying the period date range. Any ideas on what is happening?

Greetings, we are trying to use remote access on our sage 50 2021 we were able to set up the company and share it on the sage cloud when we log in the sage ID and connect to the the sage cloud o we get this error "the owner must upgrade…

I have manually entered our employees vacation and PTO hours since there is no way to have them accrue on an anniversary date. When we pay them for vacation or PTO time it doesn't reduce the remaining hours available. There has to be a way for this to…