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  • Problem with changing program date after archiving old period

    We've just archived an accounting period and are starting into a new one. When I set the program date to the start of the financial year, its posting transactions on the date entered, not the date from the start of the year. This is throwing out all my…
  • What report will help find why my Sage balance is different than bank balance?

    What report will help find why my Sage balance is different than bank balance? I must have a duplicate or missed transaction. I have matched up all transactions. However, RBC issued me a new credit card. I had to disconnect my bank service and reconnect…
  • Rules missing functionality?

    Hello, I've been pondering over a question for some time and have decided to seek advice here. I'm not completely confident in my understanding of the issue, so please bear with me as I explain. "I frequently use the import CSV feature to review…
  • PrePaid Insurance

    Our yearly Insurance for our fiscal year October 1, 2023 to Sept 30, 2024 is a total of $4000.00, that is paid in 3 instalments ($1333.33) on Oct 1, Nov 1, and (1333.34) Dec 3. In previous years, our old accountant (now retired) had set up a reoccurring…
  • A/C codes needs to be edited for Customers/Suppliers Record

    I have customers and suppliers changed their names but A/C code unable to edit. I have to remember their old A/C code every time when I want to enter transactions. I may not understand that why these cannot be edited when the customers/suppliers name…
  • 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…
  • Highlight reversing journals

    It would be nice if, after setting a nominal journal entry to automatically reverse, that this reversed journal is clearly shown as a reversing journal in the transactions list. Currently, there does not seem to be an obvious way to identify reversed…
  • Reconciliation Opening Balance off

    Hi, A few months ago I had to edit some transactions from several previous reconciliations. I removed them from the reconciliations, deleted them and entered them as new transactions. Then I included them on my current reconciliation since the opening…
  • Edit Project Charges

    To be able to edit anything we put on project charges. We use it a lot and often put things in wrong. We then have to always credit them and then re do them which causes a lot of extra work and extra transactions.
  • 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…
  • duplicated transaction with cleared/reconciled status which is not, and impossible to delete

    Hi, I have a few cases with the same problem: a duplicated transaction, not checked for neither cleared no reconciled status, impossible to deleted from the activity log! It is a transaction from October 2022, whereas everything has been reconciled until…
  • A feature where you can edit more than one transactions at a time.

    Recent customer of our who we support their Sage asked if you can edit more than one transaction at a time as she needed to change the tax codes on multiple transactions but unfortunately at this moment cant be done.
  • Unposted Bank Feeds Export

    Would be useful to have the facility to export or report unposted bank feed transactions. Handy if there are queries that you'd need to send to someone for assistance on transactions you're not sure how or where to post.
  • Resetting bank reconciliation

    Hi everyone, Hope y'all are doing well. I have recently taken on a new client as their bookkeeper and I have noticed that their bank reconciliation was not done through Sage. While there is a hand-made bank reconciliation from last year-end, I am looking…
  • 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…
  • Adding Columns to Transfers in Transaction Entry

    Is there a way to make hidden columns by Transaction Entry type show in transaction types they don't typically? And be editable? For example, the Unit Cost / Price definition in the Sage Help has this note: " The transaction type selected in the Transaction…
  • EURO to GBP Bank transfer - Sage posting iun incorrect to amount of GBP in bank account.

    Hi, I have made a transfer from the EURO bank account to a GBP bank account, I can see the exact amount that has been received in the GBP account. However, when I go to post the bank transfer, the exchange rate to 6 decimals is not accurate enough to…
  • 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…
  • Sales PO attached

    Hi I think it would be useful if like purchase invoices can be attached, we have the option to attach sales PO's when posting sales invoices.
  • 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…
  • Virtual products

    We distribute increasing numbers of, "Virtual products". As a charity, most of these are given away or sold for £0.00 from our website. We still want to record who downloads what, to derive their interest in different parts of our service. And in future…
  • Integrate Sage Business Cloud Payroll with Sage Cloud Accounting

    If you have access to both (SBCA and SBCP), did you know that you can set up the integration and have all of your financial information from each pay run sent directly from Cloud Payroll to Cloud Accounting? Accounting Integration is a way of linking…
  • Nominal transaction reports to include a correct brought forward figure

    Customers migrating from Sage 50 to Sage 200 have requested the ability to run a nominal transaction report that includes a correct brought forward value of transactions prior to the period running the report from. Brought forward values are shown correctly…
  • Supplier remittance

    Good day, I am new here. We were using Pastel Partner before and it had the option for us to run remittance advices for our vendor payments. I have been looking for an option to print supplier remittances with no luck. Searched for info on this, but…
  • Allocate Projects des at POD stage

    Typically, using S1&S2 invoices for products delivery, we currently need to wait until invoices have been posted to the ledger to allocate a project, this is a slow, long, laborious task as we need to go through each item line of an invoice. Having a…