Hi All!
We're using Sage X3 in the US but I think this question would apply across all continents! We have been trying to build out a process for Chargebacks where Debit Notes are created that post against the AR account. Here's the scenario we have…
Hi,
I'm trying to setup a forwarding address to my purchase automation email ( @sagemail.com ), however Gmail needs to verify the account. As I don't seem to have access to a mailbox - as such - I can't verify it. Has anyone found a way to do this?…
Hi,
I have been using AutoEntry in Sage 50 Pro and wondered should there be an app button or link in Sage straight to AutoEntry? as there is for "Bank Feeds".
It seem I have to go to the AutoEntry website to log in every time I want to use it.
Any…
The problem: When printing PDF files generated through X3 V12 to ActiveFax with the goal of automating email & print jobs; ActiveFax cannot read the codes despite having the font successfully installed on the server, pointing to the font in the crystal…
Can anyone line up the office connector reporting to the following report within AP
AP --> Reports --> Invoice Regesiter --> Invoices Selected for Payment
I would like to generate this report within Office Connector to have the information within…
How can we authenticate with the API, from the context of a Job or server?
We have a bespoke CRM, and want to have a job that will create & update and accounts within it into Sage automatically.
Is this even achievable with the product?
The only…
We are trialling OrderLion, which makes a good job of sending data to Sage 50, with one big exception. The order numbers they use are the customer code followed by - followed by a 9 digit number. This is a minimum of 11 characters up to a maximum of 18…
When I start Sage 50 in the morning, I always go into the customer module to download GoCardless settlements, then I go into bank feeds to download any overnight bank transactions. It would be great if these could be automated to happen on start up. I…
Many businesses are adding a Credit Card Processing charge (1 to3 %) to transactions paid by credit card. This is justified by the need to cover the credit card processing fees, which have become significant. Can I automate that addition to the transaction…
Hi All
I have just discovered our new B2C website has gone live, well, technically I discovered it existed and is now live, the things people don't think Finance need to know about.....
Anyway, its happily chugging away in the background churning…
We are looking for someone who can help us with automation of data entry.
We use salesforce for bidding and estimating. Because creating a job or contract is not available via Sage's API, our goal is to pull a report from SF and have an RPA bot or MS…
Can you guys please share with me any good experiences with AP Automation software? I want to hear from actual users, not sales people please. We've tried Auto Entry a little bit and had some struggles with it. And if I have to sit through one more demo…
Good afternoon,
We are a financial training company and we are selling online training courses / webinars.
Currently, if a client books a course on our website, they are able to request an invoice and make the payment later via BACS or credit card…
Client tracks medical supplies with Lots and expiration dates, which are stocked in bins using Orchid Bin Tracking. They would like to add a few alerts and or processes; for example, when product has X days left before expiration, put it on Quarantine…
Hi there. Anyone have great things to say about an add-on that automates A/P posting? We've been playing around with Auto Entry... Any others out there that you would recommend? Thanks!!
We invoice our customers (real estate) quarterly and so every quarter I'm manually entering around 40 invoices. The memorise recall function doesn't work great because I need to change the details of which quarter is being invoiced in the invoice each…
Is anyone extremely happy with their third party payroll provider--most importantly--the way it integrates with Sage 300?
We are a GC with mostly salaried employees. We are not overwhelmed with our current provider and would like to switch. We would…
Hi all,
Is there a way in Sage50Cloud to automatically create sales invoices based on a spreadsheet/csv file?
I want to be able to use import/macros/python etc to produce a physical invoice via Customers->Invoices and Credits (not simply importing…
Invoice Automation and Automated Recognition which means a computer recognising and automating entering the data on a PDF document (i.e. a purchase invoice or a purchase credit note). This avoids having to key in data and in more advanced systems means…
Detailed VAT report not functioning.
Sage and AutoEntry (owned by sage). AutoEntry allow the use non Alpha numeric characters if your suppliers invoices use them. This then breaks the VAT Detailed report once reconciled. HMRC were not impressed but…
At Sage Business Cloud, we are always working hard to make sure processing your data is as quick and simple as possible. With that in mind, there are several features we have worked hard on to make this easier for you, as well as big plans for future…
At Sage Business Cloud, we are always working hard to make sure processing your data is as quick and simple as possible. With that in mind, there are several features we have worked hard on to make this easier for you, as well as big plans for future…
We are interested in Clickpay or any other Tenant Collection application to automate the rent collection process. I would appreciate any feedback .
thank you!
Hi,
I've been wondering if someone else encountered or might have a solution for this.
Im getting the error "The register must be printed prior to posting"
oSS2.nSetProgram(oSS2.nLookupTask("BM_ProductionRegister_UI"))
objTransactionRegister…
