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  • Euro Bank UK - Set up

    Hello, we run sage in GBP, however we do pay some staff in EUR. We now have a euro account but i dont know how this works in sage; 1. how do i set up the bank as it will only let me select GBP 2. If the account is in GBP how do i process the payments…

  • New Bank File Release - AlBaraka Bank

    We added the Albaraka Bank File to our list of available bank files, please log in to the Sage Portal to access all our Bank Files directly Please refer to the release notes for more details. Click here to download the Sage 300 People Release Notes…

  • Webinar - Bank Feeds - Part 1 - Setup and processing - Recording available

    Bank Feeds can be a big time saver and we've updated the look and feel in Sage 50 Accounts v29.2 which also brings other enhancements. Join us as we introduce you to bank feeds, explain the benefits, advise on setting it up and how to process your transactions…

  • 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…

  • Bank Matching not working

    so I cannot import my bank transactions for my bank account anymore. it works with my credit card suddenly there are two options for the bank account now since the 2024.0 update one doesnt do anything, if I select the other bank account a warnign…

  • Unable to access other modules whilst in new bank feeds 29.2

    Users who do online sales and do not create customer record for every single sale rely on sales orders to help identify transactions that need to be processed into sage. The payment tab in SO is used to process those payments. Now the bank feeds has its…

  • Working with the bank

    Your bank accounts in Sage Accounting help you to keep track of the money paid in and out of your actual business bank accounts and manage your cash flow. We've dedicated a page of the Help Centre to working with the bank covering the following topics…

  • Live Webinar - Reconcile your bank account - Recording available

    We'll run through the reconciliation process in simple steps, highlighting and answering common support queries along the way. This session has now taken place, but a recording is available >

  • Opayo - Download Reciepts

    Hi All, wouldn't it be amazing if when opayo downloaded receipts in the chain as it does this in sage that you get to change the bank account the payment + invoice goes to ?? at the moment every opayo payment automates to Nominal 1200 bank which would…

  • Restricting visibility of specific bank accounts or nominal codes from a user

    We have a team of 5 and we don't really want some of the junior members to see all of the bank accounts or nominal codes. They do need to see some of it to post day to day but could there be a flag option to stop them seeing certain codes/ banks of our…

  • Restricting visibility of specific bank accounts or nominal codes from a user

    We have a team of 5 and we don't really want some of the junior members to see all of the bank accounts or nominal codes. They do need to see some of it to post day to day but could there be a flag option to stop them seeing certain codes/ banks of our…
  • Reversing the BANREC (Bank Reconciliation)

    Reversing the BANREC (Bank Reconciliation)

    You were in the middle of doing your Bank Reconciliation (BANREC) and you got up to answer the door. You return to your computer and panic sets in because in those brief seconds you were gone, your cat walked across the keyboard making random transactions…

  • DEFAULT DATE TO BE BLANK WHEN POSTING A TRANSACTION

    Please can Sage50 consider the option to leave the default date blank upon entering transactions to ensure that the correct document date is entered, and not posted as today's date. This will ensure that there are no future transactions sitting in the…

  • Free Webinar - Bank Reconciliation - Recording available

    In this session you will learn how to use the manual Bank reconciliation feature. This session has taken place but you can catch up with a recording >

  • I'd like to stop a Nominal from being a Bank Account please

    As an example, we closed a USD account and opened a new one. We ran down the old one until the balances over the companies were 0 then closed the account in the real world. We were happy to have the nominal on our Bank Accounts list until it was 0, but…

  • credit card transactions

    how do i enter my credit card transactions so when reports are ran i see a true statement of what i spend on a particular cat?

  • SAGE ERP 500 2019 - Cash Management Entry - Currency Exchange Rate Error

    When entering a Cash Management transaction on the "Bank Transaction Entry" screen there is a grayed out field to the middle right called "Transfer To Exch Rate" and it should display a "1.00" all the time for us. While entering a number of transactions…

  • How to make a new bank account the Default account?

    My company switched bank accounts, how can I make our new account the default? The default now is our old account.

  • Direct Deposit set up

    Setting up Direct Deposit in Sage 300 ERP - with BMO in Canada. The bank said we are missing our short name and long name in the file we are uploading to them, so it was rejected. Does anyone know where to enter this information in Sage 300 ? Thanks.

  • Auto-created Bank entries from "Auto bank reconciliation" showing as Unreconciled

    In Auto Bank Reconciliation(A/P-A/R Accounting-->Bank transactions-->Advance Bank Statement-->Bank Transaction management), I have created manual payment/receipt entry while validating the statement, these entries are not auto matching and showing in…

  • A search field in the bank activity screen to be able to search/filter by either 'Account' or 'Ref' or preferably - both!

    So often I wish I could filter the bank activity screen but end up dumping years worth of data into excel just so that I can use the search & filter options. Why can't we have these in Sage? We have them in nearly every other screen except Bank Activity…

  • Troubleshooting Bank Reconciliation

    When checking your bank reconciliation in Sage 200, the best place to start is to make sure the opening balance hasn't changed. This handy Knowledgebase article will help you with those steps. Read more >

  • Change Report Bank Statement

    Hello, I want to change the order my bank statement appears in, i.e. rather than being in transaction no. order I want it to be in date order. I have manager to edit the bank statement layout but when I click the statement button, it does not…

  • How do I void something that hasn't already voided because it has the same EFT #

    Hello, I enter an EFT but instead of posting 33K I only posted 30K I voided the EFT #123 transaction and went to report for the full 33K but instead I posted to the wrong bank account, when I went to void EFT #123 for the second time it tells me this…

  • Restrict User Access to Bank Accounts

    Any chance we can have the ability to restrict users viewing & accessing some bank accounts, so they dont see confidential information

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