Browse By Tags

  • Deleting data from server (especially Projects)

    Good morning We are a SME and have used Sage accounts since 2004, around 2012 we decided to use the project option, I think it became available when we upgraded the package. Our data is held on our server. We have not had too much trouble until…

  • Deleted Invoice Still Shows On Customer Account

    I deleted a customer's Service Invoice following this guide: Delete invoices, credit notes or sales orders (sage.com) I though it would ask me to give a reason why it was being deleted, but it didn't. However, the invoice is still showing on the Customer…

  • Help adding join to report

    I have the following report, I am trying to add GRN.ITEM to the join editor so I can use GRN.ITEM_DATE as a criteria filter when running the report so only view goods delivered between certain dates. I have been unable to add this successfully, when…

  • Can you print customer memo / notes on aged debtors report

    I've been asked to print customer memo / notes on aged debtors report. Not sure if you can do this as notes are kept in a separate file - but it would be great if you could add them to a report. Does anyone know if you do this? Thanks Simon

  • New customer set up faulty

    My colleague set up a new customer but they weren't showing as a customer unless you select 'include inactive'. The customer was not set to inactive. I created a new account for them on the manager user and the same thing happened again. I then tried…

  • Bank Account Reconciliation does not match TB

    I have reconciled my Sage bank account to the bank statements but the balance showing on my TB is out by £66 even tho I have no unreconciled transactions when I run that report - any ideas? Same problem, different amounts, on other bank accounts to…

  • PRODUCT ACTIVITY STOPPED RECORDING ON SOME PRODUCTS

    When I open a product in the 'Products and services' tab, the product details screen shows the correct last order date and quantity but in this doesn't match with the most recent GO/GI in the 'Activity tab' which seems to have stopped recording GI/GO…

  • Page count on reports

    Is it possible to display a page number in a report that displays the count pertaining to each individual company within that report? i.e. Is it possible to reset the page count for the next company within the same report? For example, Company AAAA…

  • Missing Description/Comments Lines When Generating A Purchase Order From A Sales Order

    Hi, I am having an issue when trying to generate a PO from a sales order. We use all 3 of the lines available to write a description of our products. (Description, Comment 1, Comment 2). So when we generate a PO only the first line is transferred…

  • This order contains an inactive item.

    Hi All I have a couple of old PO's that I want to cancel. However both are saying that I can't cancel or alter them as they contain an inactive item. However they don't! I have checked line by line and every item is a current active one. The supplier…

  • Sage 50 Accounts Professionall v26.3 doesn't appear to support MAPI email clients

    I remember with previous versions of Sage 50 it was possible to send emails with any MAPI compliant email cllient. This no longer seems to be the case, the only options that are listed in Email Defaults are Microsoft Outlook and Webmail. Trying to…

  • Outlook 365

    Hi, I am having an issue with Outlook 365 and Sage 50 Cloud...Version 29.2. When I send invoices/statements/po's etc via email, I have to revert back to the older version of Outlook to send them, I keep getting an error message when I try to do it on…

  • Batch Booking In

    Good morning Community Is there a way to book in batches of goods. We received pallets of goods that could be 10 pallets of 100 and 1 pallet of 65. At the moment we are booking as a total figure. Can you book goods in to reflect pallet quanitites…

  • Bank feeds - Issue connecting

    Hi everyone Since last week, I have started to onboard my clients with bank feed & have managed to finally get there. I looked to continue yesterday but, a different issues persisted with the error 'The page your are looking for is either removed…

  • How to solve "Link remove" Query.

    Hi, Following is the massage displayed when we convert our sage data to xero. "We've converted your data but it suffers from a known problem where Sage loses the link between invoices and payments. These show in your Sage data as "Link Removed". …

  • Yesterdays date is NOT 28th Nov.

    We log out of Sage every day, today I wanted to check all accounts were synced but all transactions I processed yesterday (29/11/2023) are showing as 28/11/2023! Is this just a glitch in the matrix that will rectify itself during the course of today…

  • Scheduled Backups not working

    Since installing version 28 in August 2022 my scheduled back ups to my One Drive have stopped working. I can also only do manual backups by restarting my laptop. If I am logged in for a couple of hours both my data check and and my back up sit at queued…

  • If Statement

    Hi I'm trying to write a IF statement to state IF SALES_ORDER.NOTES_1 , SALES_ORDER.NOTES_2 or SALES_ORDER.NOTES_3 is populated show 'SERIAL NUMBERS' but if not populated leave blank. I have tried the one below but serial numbers is showing when…

  • Currency Reval

    Hi, Iam doing my year end and in the currency Reval account is saying that we have charges of €55,000. This is not correct but I dont know how to fix it. I have notices that Some SI where entered and there is a SC from currency reval against these invoices…

  • VAT Deregistration UK

    We recently deregistered for VAT and I have followed all of the actions on the Sage advice in relation to VAT deregistration. However, on Company Preferences although I have deleted the VAT reg number the instructions do not say whether I need to change…

  • Bank Feeds - Bank Payment/Receipts need to default to T9 tax code

    When creating a Bank Receipt or Bank Payment from Bank Feeds it presumes the amount contains VAT when it rarely does. This means you have to manually overtype every time which is annoying.

  • Aligning nominal ledger codes across companies

    Hello, I've just started with Sage 50 Accounts / Sage City so apologies if this is a silly question... I'm looking at multiple companies and they use different nominal codes in the different companies, is there a way to align the companies so that the…

  • Customisable default dates within accounts

    Hi I'm not talking about the date range within reporting here which I know can be changed. It would be really helpful to be able to change the program default settings when looking at Activity pages (Suppliers / Customers / Nominal Code / Bank / Communication…

  • Customer Invoice and Receipt attachments

    Hello, we would very much appreciate the ability to add a PDF attachment to transactions in the Customer Invoice (for Purchase Orders) and Receipt (for Remittance Advices) windows.

  • Default Dates

    When we open up any date generated list (Suppliers / Customers / Activity / Communication etc) the default date range that appears in 01/01/1980 - 31/12/2099. For some of our older and more active accounts this results in a huge amount of data being returned…

*Community Hub is the new name for Sage City