Browse By Tags

  • What is the template I need to use for uploading a bunch of assets from excel to Sage?

    Group, is there a specific upload template I need to use to get my excel spreadsheet assets into Sage? Thanks Sam

  • product_and_services_list

    Evening all I am updating the products and services list and when importing, after eliminating the minor errors I made, I am getting the following There was a problem with your import Oops! The following errors have occurred: Cell A33…

  • SAGE X3 DOCUMENT ATTACHMENT - OKAY BUTTON UNAVAILABLE

    Hi All, We are experiencing intermittent attachment issues with attaching documents in Sage X3, using the standard attachment function on X3 purchase request and purchase invoice functions. We noticed that this occurs sporadically and is limited to…

  • An upload function to change employee status

    As a recruitment agency, we have hundreds of staff members that may not work and require to be put on hold. The current process is highlighting individually one by one and using the global tasks method but this is extremely timeconsuming and scrolling…

  • credit card transactions

    how do i enter my credit card transactions so when reports are ran i see a true statement of what i spend on a particular cat?

  • Bulk adding sick leave

    We have a number of employees each month who are off sick. At the moment I have to add this manually to each of their employee records. Is there a way to either uoload a number of employees sick leave or batch add it to their records? Thank you

  • URGENT! Formatting W2s

    URGENT! Our state requires W2s to be uploaded in an "EFW2" format, or else we must enter manually. Will Sage print state W2s in this format??

  • Document attachments

    if there was a option to attach all relevant documents to customers accounts on sage, saving the amount of paper and files you need to keep it could all be stored in once place.

  • Auto Entry

    Is Auto Entry the only compatible program with Sage for scanning documents, receipts, invoices etc? I am looking to see if Sage has a section already included in the membership package that includes a scanning function for easy uploads that’s free of…

  • COPSRV File Size Limit

    Hi, I am using ORDSYS.COPSRV to upload a file. It works perfectly for smaller files but there appears to be a 10Mb file size limit. For example, this is what I see if I try to upload a 15Mb file: Is it possible to increase the limit to e.g. 20Mb…

  • Add fund to journal upload template

    As a charity accountant, I would find it very useful to be able to prepare a journal to allocate expenditure to Funds in Excel and then import. Currently the template for journal upload does not include the Fund field.

  • Importing OFX Statements from your bank Tip - Select the file type that matches the file you want to upload"

    If you get the following error message " Select the file type that matches the file you want to upload " after you have chosen the OFX file type and uploaded your file then SAGE will not let you continue with the import until this error has been resolved…

  • Mobility and Sage Self Service payslips not uploading

    We have become aware that some customers are experiencing issues with uploading their payslips to Mobility and Sage Self Service. We recently made security changes which impacted on the upload process. Please refer to the following Sage City post for…

  • [V12] Erro na importação : cannot call: expected function, got undefined

    Em EXPLORAÇÃO>IMPORTAÇÃO/EXPORTAÇÃO>IMPORTAÇÃO, pode ocorrer o erro abaixo ao tentar carregar um arquivo do tipo CSV. Esse erro é corrigido com a permissão no perfil de segurança em: ADMINISTRAÇÃO>ADMINISTRAÇÃO>UTILIZADORES Marque a opção…

  • Improve the usability of the document attachment functionality on various transaction records

    Attaching a new document to a transaction record is too cumbersome for new users and requires too many clicks. For example, to add a PDF to a sales order, you need to click the following: Select the paperclip icon Select 'Add file' Click the…

  • RESOLVED - Netcash ACB: "Error Posting Payment records to server" when uploading payment files (27/11/2020)

    Our services teams have been made aware of an incident that is affecting customers using the Netcash ACB layout for payment. Please see the details below : Issue: When running the Netcash ACB export from payroll, the error message "Error Posting Payment…

  • Sage Business Cloud - Journal Upload

    I can see I can import purchase and sales transactions in the Sales ledger and Purchase ledger sections. How do you import a journal into Sage Business Cloud - has this function been developed yet? If not, why not?? I needed to do a prepayment and…

  • Importing Data

    When I have mapped data - have saved mapping. However when I upload similar info and load mapping (& use saved file) it doesn't return previous mapping Have I missed something ?

  • How do I upload my backup for a datafix?

    Good Morning Community, Often during Year End you may need to send your data in for a datafix. After you have received confirmation from support that a backup is required to be sent through you may not know what to do next. Click here to access…

  • Create upload file feature in Web Screen

    Hi, We need to create an upload file feature to Web Screen. Is there anyone able to help? Regards.

  • Add upload file function to the server in Sage 300 Web Screen

    Hi, We intend to have a feature to upload a file to the server from Sage 300 Web Screen. Is there anyone who knows how to do this? Regards, David

  • Document upload for Self Service

    I need an example of documents upload for Self Service and the list of uploaded documents.

  • Upload problems

    Good afternoon everyone, We have been using CRM Cloud for a while now and while there are a few issues that we are learning to live with there is one that is really starting to frustrate us. When uploading anything such as saving an edited word document…

  • Types of files can be uploaded to Document Library?

    The types of files can be restricted from uploading to Document Library on Sage CRM. I wonder, by default, are there any types of files blocked from uploading to Document Library by default, or all types of files can be uploaded to Document Library. Thanks…

  • Data upload customisation

    Hi All, Is it possible to add new upload option to existing upload options(company, Individuals and leads) ? if Yes, please tell me how. I need to import data from excel/csv into new custom entity.

*Community Hub is the new name for Sage City