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  • SO to PO

    HI, I have a HOW TO question.  Is there any way to automatically create a Purchase Order from a Sales Order when certain items or drop ship items are on the Sales Order?  Has anyone done this or is this core functionality?

    Thank you.


  • Batches stuck as "in use"

    We have run into an issue a few times with both AP and GL batches. The status changes and is stuck on "in use". We check that there are no users in the batch, but the status gets stuck, we can't delete it or post it. The only resolution we are able to…

  • Cash Management - Multiple GL accounts - Invalid Offset Account

    I needed to divide a one CM deposit into 5 seperate GL entries that were the same account but with different reference numbers.  Invalid offset account kept coming up, so I tried a difference GL account and it took the account and reference number.  After…

  • Former Sage 500 partner now at 500 customer looking to network with other customers in Northeast

    I am a former Sage 500 partner with over 15 years of experience , certified through last year in Sage 500, 300, CRM and with experience in HRMS, IT Management and Business Intelligence.

    If you have needs you'd like to discuss, feel free to contact me…

  • Using Data Porter for Project Transactions

    I'm in Finance / Accounting at an international consulting firm. We're trying to find a way to accrue revenue at a project level without having to record credit memos and reversing debit memos that would actually impact accounts receivable. We're therefore…

  • Paying AP Invoices by Credit Cards

    Currently we enter AP Invoices under the company name then on the due date we pay by credit card and make a flip to remove from the vendors name into the appropriate Credit card AP account..  Is there an easier way to complete the flips without entering…

  • General Ledger Import ignores required reference codes

    We have reference codes required on some of our GL accounts.  When we import a journal entry, it is possible to post the entry without the reference code.  Is there a way to stop this?