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  • Refunding customers by cheque after the invoice has been paid in full

    I need to partially refund some customers by cheque, they have all paid their invoices in full by Bank Transfer. Last year the government announced hat the Clean Heat Market Mechanism (CHMM) Scheme could commence on1 January 2024. We were charged a…

  • 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…

  • Adjusting journal entries for previous years

    Help! I just noticed that on my review from the accounting firm they have indicated that I need to make journal entries for previous years to resolve the note on the year end adjusting journal entries sheet to address the comment "To record PY AJE not…

  • Option to edit and delete credit (CC) and debit charges (CD) put on a project

    I would like to see an option for editing or deleting CD/CC charges within the project activity. I don't know if this is the same for other as well, but in our version, these charges are not linked to any other part of sage and therefore I cannot see…

  • Negative products on an invoice

    When a customer exchange takes place we have to raise a credit for the returned item and an invoice for the replacement. This disassociates the 2 transactions. It would be useful to have a function whereby you add the returned item as a negative quantity…

  • Add the ability to add a credit line to a purchase order

    Sometimes i f we receive quotes for products they are individually discounted by percentage, sometimes they just have an amount deducted off the bottom. This leads to PO's and importantly VAT not being correct. For example, i have a quote in front of…

  • How do we enter/record Cash Deposit to checking account & credit job cost/cost code? (Sage 100)

    We received a $ refund from a deposit we made on a water meter. We originally coded the full cost of the meter to a job. How do I record the cash refund we received back to our checking account & also credit the job cost the amount of the refund? Thank…

  • Customise your invoice and credit note layouts

    In Sage 50cloud Accounts you can use Report Designer to customise your invoice and credit note layouts. You can make basic changes such as adding your company logo and bank details, or create a completely bespoke design. Read more >

  • Credit

    I am posting a credit for a client (before being billed) and it is not accepting the entire amount. I played around with the Apply Details but did not find a solution. This seems to happen every so often. Thank you.

  • Blocking sales orders for overdue invoices (Due Date Exceded)

    Just a quick one related to over due invoices. Lets assume, there is a customer who has not exceeded the credit limit, but his outstanding invoices are overdue (Exceeded the due date). Is there a possibility to block sales order in this instance similar…

  • Purchase Return and Customer Return

    Accounting has validated a Purchase return where on the grid the option to generate a credit memo was set to "NO". It needs to be set to "YES" The purchase return also creates customer return that has not been approved. How can we correct…

  • Control Credit Limit when in MRP Suggestions SO

    Hi guys, Is there a way to control if SO are not considered in MRP Suggestions when the credit limit of the sales order is not OK? We don't want the POS to be generated if the Sales Order is not Credit OK. Thanks.

  • Sugestões do MRP influenciadas pelo controlo de credito do cliente

    Olá a todos! Para a seguinte situação: Encomenda de Venda com artigo que é composto (nom. produção) por outros 3 artigos; Corrremos o MRP, e aparece a Encomenda de Venda como sugestão e as respectivas PO como sugestão de compra; Gostavamos que…

  • Return Freight Credit from original original invoice

    I'm needing some help with crediting freight back to the customer from a return. It seems like the system can do this without me having to manually add in freight charged to the original invoice. My question's: Do I need to create a default reason…

  • Expense Credit Doesn't Show on Expense Report

    We accidentally charged a client twice for an expense. We are not able to undo the bill. When we do a Memo of Costs for the court it does not show that we applied a credit for the expense that was accidentally billed twice, therefore we always have to…

  • electronic billing -- third-party processor reduced our payment

    Our new third-party processor cut out $210.00 of fees we billed on our first electronically generated bill. Is there a "standard" out in the world about how to handle this situation? Do we go ahead and approve the original bill, then show CREDITS on the…

  • PO Return and PO Debit/Credit Note Entry

    1. Does PO return entry just return items back into inventory? Or does it also change the amount of the invoice by the amount that was returned. 2. Does PO debit/credit note entry add/subtract from the cost of inventory? or just from the A/P invoice…

  • Cash is King - Part 4 or Money Out!

    Principle # 3 of Good Cashflow Management involves the careful consideration of how you parcel out your money. No, I’m not about to turn you into a tight fisted Scrooge, but some of what I’m about to say will seem like the polar opposite of what I talked…

  • Historical Transactions and Credit Note

    For this year... Dec. 24, 2012 = service charge on RBC chequing account for $1.50 and entered in Sage 50 as a historical transaction for RBC Jan. 11, 2013 = the service charge of $1.50 is credited to the chequing account What is the 2013 entry to…

  • How To Track Borrowing

    I'm wondering if someone can help me. My business will be borrowing $25,000 from our personal credit line, but I'm not sure how to track it in Sage. We will be paying the money back with 6.31% interest. Can someone tell me how to put all this information…

*Community Hub is the new name for Sage City