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  • Clearing Old Credit Card Transactions

    Previously, my company has reconciled credit cards manually and we would like to take advantage of reconciling using the 4-7-5. However, there are hundreds of credit card transactions from 2016 to current still in there. How can I clear them all with…
  • Invoice to allow customers to pay by credit card or bank

    Will sage/intact update their invoices to allow customers to pay via bank or credit card directly? This is something Quickbooks/intuit has had for a long time. I've attached a few examples of the email we receive from a quickbooks invoice and also the…
  • We are seeing this error running Sage ERP MAS500 v7.40, "Credit card vault operation failed. Response: FAILURE". Needing a resolution asap. Thanks

    We are seeing this error running Sage ERP MAS500 v7.40, "Credit card vault operation failed. Response: FAILURE". Needing a resolution asap. Thanks
  • Credit Card update

    I am spitting angry! After being notified that my credit card needed to be updated, I tried to log on and found it impossible. I remember having this problem before, probably a year ago. I am not a newbie to computers and systems, and this is perhaps…
  • Lowes Credit Card Bank Feed

    Hey all, Has anyone had luck adding a Lowes Credit Card (through Synchrony Bank) as a bank feed? I tried the login credentials through both Synchrony options in the Plaid interface and neither worked. I'd like to automate as much as possible, though…
  • how can I automatically add a credit card processing charge to a SO or invoice

    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…
  • CC Billing Contact Table in V12?

    Hello. Does anyone where credit card stubs are stored in V12? In version 6 it was XCSPSCNT. We are in the middle of a migration to V12 and I'm trying to understand how credit card stubs are stored; because I will have to update some of my integrations…
  • Credit Car Payment

    Hello, I accidentally posted the same payment to my Credit Card twice. How to I go about reversing one of the payments? Thank you.
  • Entering in a CC purchase receipt

    Hi. I am having troubles finding the correct spot to enter in a CC expense/purchase. Not using a CC to pay bills specifically, and not inventory necessarily, but day to day misc things (such as receipts for gas, meals, office supplies). Has anybody run…
  • Incoming Bank Transactions : transaction appears twice on VISA statement (2 currencies)

    Hello, In the Incoming Bank Transactions screen for my Credit Card, I see 2 separate entries for the SAME purchase : One entry is in CAD (41.18) and the other is in USD (29.99), as shown in the attached screenshot. Since I work in Canada, I processed…
  • Credit Card transactions

    While entering credit card transactions, for some reason the credits in the CC account are all being debited to the accounts payable GL, not sure if I set up my GL's incorrectly but how can I fix this?
  • Live Webinar - Company credit cards and employee expenses - Recording now available

    In this session you'll learn the technique of recording company credit card transactions in to your accounts and making a payment. This technique can also be used to track and record employee expenses. This session has now taken place but you can access…
  • Sage subscription banking errors

    I have had issues with trying to get my sage account subscription payment method approved I have tried different financial institutions as well as different browsers and still end up with an error has anyone had the same problem and how did you get through…
  • Where is Credit card information stored in Sage 100

    Can anyone please help me with the business object for Credit card information and the tables in which it is stored.
  • AR adjustment batch and bank

    We are processing credit card refunds in SAGE 300 by entering Customer account credit in adjustments. Everything is fine but those adjustments are not affecting Bank in Bank services so Bank balance in Bank services and GL do not match. We are doing bank…
  • automate - 300+ customers need to be autopay a few days after the invoices go out.

    I have a client that bills once per month. I want to export the customers that have a checkbox I created that states yes, along with that month's invoice balance to auto-pay credit cards. 300+ customers need to be autopay a few days after the invoices…
  • Business credit card used for personal purchases

    How would I enter personal purchases made on a business credit card? I’m unsure which accounts to use. Thanks!
  • How to start using Sage 50 for credit card entries

    We are a small business but have a company credit card that we use to make a lot of purchases. When we started, our accountant had us enter our credit card purchases into an excel spreadsheet and then enter them in to sage using the general journal. I…
  • Error when adding a new credit card - Already used this customerID

    Hi! So my co-worker tried to add a new credit card to a customer account, and received this message "Already used this customerID". As a test, we added the card to a different customer, and had no problem. I reached out to the credit card processor…
  • Can I get more that 2 people into a Cash Reciepts batch for entering Credit Cards during the workday?

    I am running Sage 2021 and have managed to get two people into the same batch for doing Credit Card transactions with Paya. Any attempt to add a third person will not work. What is the preferred method for allowing users to run a stored card for a client…
  • Void credit card authorization on sales order

    Several versions ago we were able to void a credit card authorization on a sales order but haven't been able to get it to work on Sage100cloud Advanced 2019 Version 6.10.2.0. We are using Paya. I have confirmed that the Library Master, Security settings…
  • Credit Card Sales Transacions in Bank reconciliation

    Hi, We use Sage 50 2018 version. We have several credit card transactions in our deposits. Since upon uploading the bank statement, each cc tranasaction will be displayed, is there as possible way to clear them in one entry instead of making an entry…
  • Improve Credit Card Transactions - Add Card Name/User

    In Sage, we have always just set our credit cards up as a bank account. They then show as negative balance and when we pay the credit card we use bank transfer to take money out of main account and increase credit card account back to zero. As we have…
  • CC Integration Problems with Paya - 1/31/22

    Is anyone else having any issues with their X3 / Paya integration? I can't even get a successful JBS Connection test and receive the following: Start Java Bridge Server Test Successful Java Bridge Server Connection Successful Disconnect from Java…