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  • Why is the 'Use Default Tax Code for Sales' tick box greyed out?

    Hello, On a couple of my customers, the tick box for 'Use Default Tax Code for Sales' is greyed out, when T22 is selected as the Default Tax code. Does anybody know what may be causing this? I've never seen it greyed out before and don't know what could…
  • Get All customers, vendors details using .Net SDK

    Hello, How can i get data of all customers and vendors using .NET SDK ? In Development Guide I can see there is a method "Load by name", which can only return 1 Customer/Vendor. But I want to retrieve all the Customers/Vendors. Is it possible…
  • "Credit status" field on the open order / "credit control" field on the customer

    When creating an open order, the "Credit status" field is populated according to the value of the customer's "Credit control" field : If the customer "credit control" is set to "Hold", then the open order "Credit status" field is automatically set to…
  • Sage Business Cloud Accounting : Refunds in more than one part for partially paid sales invoices

    I have some refunds to enter in two parts ie the refunds will take place at 2 different dates. The initial invoice was either paid in full or partially paid by the customers. This is what I have done so far: 1. Invoice raised for £500 for Accommodation…
  • Peachtree 2011 Customer Stopped Payment on Check already Applied to Invoice in Previous Month

    Hello, Had a customer stop payment on a check that has already been applied to the customer's invoice last month. Our bank did charge us a fee, however; the customer is not planning on paying for this invoice or any fees associated with the stop payment…
  • Peachtree 2011 Question pertaining to a credit on a customer account

    Hello, I would like to know if there are different results when a credit to a customer account is created by generating a new sales/invoice with a negative quantity & negative amount as the invoice amount vs creating an actual credit memo as per the…
  • Age Analysis 150+ Days

    Good day, My client is using Sage 50cloud Partner. They need their Customer Age Analysis to show up to 150+ Days. At the moment it only shows up to 120+ Days. The report needs an extra column to show 150+ and then 120+ must change to just 120. …
  • How do I find my customer and base serial number?

    You will require these details for many things like: Registration Acquiring support via email, chat or telephone Logging into the customer/reseller zones Purchasing new modules etc. In order to find these very important details in Sage 50cloud…
  • Format of BP Site tax ID - help

    This is the set up for France in my X3. Please help guide me on an example of how the tax ID should be formatted for the CRN field in BPARTNER
  • Suggestion about the note management for the products, customers, suppliers.

    The notes of products, customers, suppliers are only displayed when manually entering their codes in a distribution voucher (order, delivery, receipt, invoice). For example, the note of a product can be displayed when entering the product in a delivery…
  • Show only outstanding transactions in customer and supplier activity

    To quickly see only outstanding transactions in your customer and supplier activity windows, you can click the O/S Only check box. Watch a quick demo >
  • Is your company experienced enough ?

    The April 23rd seminar with Management Today was very interesting - in a number of ways. Firstly, it was a fabulous venue for a briefing - One Alfred Place in Bloomsbury , filled with sofas & deep armchairs - was a stunning contemporary setting for…
  • 3% Environmental Fees

    Hello, I am wondering if there is a way to add a 3% fee to invoices that would automatically be calculated on an amount, similar to HST. I considered setting it up as a sales tax of sorts, however, from what I understand, you cannot have two tax codes…
  • Inventory Quantity Reports incorrect!

    Have an issue with the inventory report: "Inventory Quantity" In the "On Customer Order" column, it is showing amounts that should not be there? Showing negative quantities, like when you have a pending sales order for a customer. The problem it…
  • Can users have access to delete Customer Contacts without granting access to delete Customers?

    It seems like when I remove the ability to delete a customer record (via Role Maintenance) it also removes the user's ability to delete the customer's contact records. Is there any way around this so I can have users delete contacts but not customers…
  • Ability on sales ledger accounts to record information with regards to communications sent out for credit control purposes.

    Ability on sales ledger accounts to record information with regards to communications sent out to aid credit control.
  • Sales Ledger Customer Alerts to show when viewing records.

    At the moment these alerts only show when amending or entering new transactions or customers but they would like these alerts to be able to show when viewing customer accounts, customer orders & customer transactions.
  • Possibility to import remittance advices in CSV format and then automatically allocate against invoices?

    FormerMember
    FormerMember
    I'm surprised this isn't already a feature in Sage 200c. We often receive remittance advices that span several pages from our customers. Wouldn't it be great if we could import this as a CSV and Sage 200c then pick up the invoice number and amount and…
  • Adding new Document Type for Doc Transmittal

    Hello, Using customizer, we are able to add a new document type for document transmittal into the 'other contacts' window (from maintain customers). We have created a custom table to store the value and can join back to tcicontact through the cntctkey…
  • ValidationException when building CustomerCreditMemo - Sage 50 SDK .NET

    Greetings all, We use the .NET SDK for Sage 50 to integrate our software with Sage 50. I've got a situation where we're trying to make a Credit Memo in our software to push over in to sage 50. During a relatively routine step, we are getting a Sage ValidationException…
  • Customer Statements Error

    If you are trying to view or send out statements in Sage Accounting and get an error (“We are sorry to have to tell you this, but you have just experienced an error”) there is some troubleshooting which can be done to help you get those statements out…
  • OE Transaction Credit Check 2018 vs 2012

    Hello, In SAGE 2012(right) O/E Transaction Credit Check, we have a brief description for the AR Transaction Exceeds of the Customer, when it exceeds the Transactions Overdue Day and limit amount set in the Customer master . However, the same description…
  • Customer Last Paid Price in Sales Order

    Hello, I am trying to set my software up to pull up the last paid price for individual customers when items are input in a sales order. I haven't been able to find anything that says that we can do that in Sage 50 US. I have found a couple of things…
  • Supplier/Customer Transactions with Nominal Codes Report

    Hi We need a report that will show all invoices and credit notes by supplier with the nominal codes they were charged to within the year. Is there such a thing in Sage already? And a similar report but for Customers? Thanks
  • Music to their ears

    Discover how Sage 50 Payroll helped The Royal Liverpool Philharmonic Orchestra refute a £10,000 miscalculation from HMRC. Click on the image below to read to the full case study