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  • Customer Activity Screen and Deleting Items

    Hi all, We have 3 users who access our accounts, and we use Remote Desktop Connection. One of the users, our credit controller, if they go to Customer->Activity screen does not seem to have the Delete button at the top. However, if they go to Customer…
  • How to mass delete all company?

    Hi all, I wanted to mass delete all company because it is duplicated after import from sage, and would like to start a new. but I do not want to replace with a new database because of the other valuable data such as users, workflows etc. I just want…
  • Free, live webinar - Clear Audit Trail - Recording available

    The Clear Audit Trail option can be used to remove transactions from your customer, supplier, nominal and bank activities and this in turn can enhance the performance of your software. This session has taken place, but you can catch up with a recording…
  • Purge Old Companies

    I need to purge several companies that are historic and/or were test companies. These companies do not have existing transactions. I know there were issues with the Purge functions that would allow me to do this. Are these working again in version 2019…
  • Deleting Nominal Codes

    I recently imported Sage 50 into Business Cloud and would really like to tidy up my Nominal Codes in the Chart of Accounts. It seems I can't delete nominal codes (even if empty)? Is there any way round this?
  • How to archive and purge transactions programmatically?

    Hi all, I have check on the documentation. but there is no guide to do archive and purge transactions programmatically. What I want to do is to select specific transactions by item code, and archive & purge these transaction, and delete the item code…
  • Tip - Hide, show or delete leavers

    In Sage 50cloud Payroll, you can keep your data for up to three years prior to the current tax year, which over time can mean that the employee list gets longer and longer. To avoid this, you can use the Criteria option to hide employees who are on hold…
  • How to get the transactions of stock item, programmatically?

    Hi All, I have an inactive stock item that have not been use for so long (>2 years) and the known transactions has already been archived. My customer would like to remove it from the system. But we encounter this error as attached. So I attempt to delete…
  • Purge specific records from AR Invoice History-VI or SQL?

    Running Sage 100 Premium 2021: need to reduce the size of the AR Invoice History tables. The purge invoice history utility is good as far as it goes, but I need to remove invoices for only one division that creates thousands of repetitive invoices monthly…
  • Be more efficient in 2022 by decluttering your accounts

    Be more efficient in 2022 and stop old records building up, cluttering your accounts and slowing you down. It's easy to delete or hide records you don't need, so why not take a look today? Read more >
  • Removing old transactions - Clear Audit Trail

    The Clear Audit Trail option can be run at any time in Sage 50cloud Accounts, it removes transactions which meet a specific criteria. It's a straightforward procedure, but for safety we recommend creating a backup first. Read more >
  • Has anyone ever "hard deleted" an AR_Salesperson record?

    We've gathered a collection of a few dozen salesperson records that essentially "dead" - meaning there are no open orders/invoices, there are no assigned customers or shipto records, no sales activity at all for years..... and they are starting to get…
  • How to terminate classic session

    Hi, On Classic Client Sessions screen, We have some hanging classic sessions that can't be disconnected When I have tried to disconnect, there is an error messages "Resources cannot be found any more". Also when you click details, you will found…
  • Delete specific row sales order rows list

    Hello. How can I delete a specific row, from sales order rows list? Thanks. Regards. MS
  • Help! Cant delete an old, obsolete bank account.

    Hi all We have 2 old bank accounts listed on Sage, they both have a false balance left over in them. Due to incorrect procedures in the past these still have funds showing in them but they're empty now and closed. When I try to adjust the bank opening…
  • Difference between Delete and Cancel

    Hi there, it's seems that when I try to delete certain transactions such as purchase invoices, sometimes it 'deletes' the transaction and turns it red. However sometimes it 'cancels' the transaction and raises a transaction to reverse it. I can't…
  • Ability to delete file from Remote Data Access

    When "Connect to a company file", you should be able to delete a file in the event that you re-shared the company due to an error or duplication.
  • Deleting transactions

    Hi Sorry if this has been asked before - I have had a look through the previous questions but can't find what I'm looking for. I'm not trained in accounts, I use Sage for our family-run business so apologies if I'm asking silly things :) When reconciling…
  • Can i delete employees from the system?

    Employees can be deleted from the system only if their employee status is new. Navigate to Employee Management > Employees > Employee Details and the delete option will be available Once you roll over into a new period and the status changes to…
  • delfile command , possible replacements

    I found this great little command, delfile, for deleting files programaticaly from the X3 folders. I am in V12 Patch 20. I can run the command in the calculator and it works. When i tried to compile it using Eclipse... the source will not compile…
  • Delete transaction

    when deleting a transaction Is the data updated in the GL? I am asked to delete some transactions from the previous year and I am not sure if the Ending Balance will be updated Thank You
  • How do I manually uninstall SAGE 100 Standard 2017 client from a couple of workstations. the mapped drive is not available.

    I need to remove Sage 100 standard 2017 from a couple of workstations and the mapped drive is not available since these workstations were moved to a different location. I am unable to find an uninstall file.
  • Deleting Sage X3 folder from database

    Dear Fellows, As you may all know that when you delete a folder in X3 it will not be deleted from database with all its references which will eventually increase your database size, and therefore i created an sql procedure that safely delete the folder…
  • Sage CRM's RESTful API: SData (Part 10 of 10)

    In this article, I want to look at three different examples of how we can use the SData 2.0 based RESTful API within Sage CRM to carry out CRUD actions. Post (Insert) a new record into a system entity Post an Entry and link to an existing entity…
  • Sage CRM's RESTful API: SData (Part 9 of 10)

    We have seen previously in this series that we can make a request directed at an instance of Sage CRM using SData 2.0 to fetch some data from an entity. http://localhost/sdata/crmj/sagecrm2/-/company('28') The result received when we use SData…