Sage 500

Our company needs to start taxing certain customers and I'm very familiar with how to use Sales Tax for items. I remember also taxing freight - many years ago - but I cannot remember how to set it up to include freight as well. Can anyone remind me how…

For Sage 500, within a subledger transaction (i.e. accounts receivable invoice batch , accounts payable payment batch, etc.), I would like to review the journal entry (see the debit and credit sides in a traditional journal format) before posting the…

Question. Our Finance department is attempting to remove one of two salespersons (50/50 split on commissions) assigned to a commission plan. At the time of attempting to save the changes, the system states that unposted invoices exists and cannot save…

Hello! A customer used a debit card for payment. We processed the pre-auth successfully and then processed the dropship successfully. This charged the customer's card twice. Sage 500 doesn't show it, but we see the duplicate transaction on Sage Exchange…

Hi, I've manually posted bank statement details using Cash Management > Tasks > Statements > I use Cheque numbers in the description/reference field and it matches (and allocates) the line to the cheque in the AP module. However last time it also allocated…

When using "Edit Shipments" I get the error "The quantity distributed is greater than the quantity picked" and its game over. I have not been able to determine what drives the error or how to get past it. Thanks in advance for any suggestions.

After using Sage 500 over the last 4 years, I want to start utilizing the bank reconciliation feature. How do I handle my current outstanding check list?

In one of my new companies I recently set up, I am having an issues with Accounts Payable, System Check Register NOT ASSIGNING numbers. I have looked but just see what is not checked or set up incorrectly. All of my other companies work find.

We have a serialized item in our inventory (a cooling tower) that is currently the only line item on an open PO and has a quantity of 1.00. We have setup progress payments with the vendor, received the first invoice, and need to make the first payment…

We are at the end of the fiscal year 2015 and accounting noticed that instead of 12 periods there are 24. Can the 12 periods that fun into 2016 be deleted?

An voucher for a drop ship purchase order was entered in error and I am not sure how to fix the issue. The "Release Drop Ship to AR Invoicing" step has not been run. What is the solution?

does anyone have a query that returns the value of the AP trial balance? We want to extend that functionality to show line dist level detail of vouchers

When I run a credit card deposit and post it into cash receipts and general ledger, the deposit amount does not show up in cash management (bank reconciliation). Help! Thanks

We have 2 old pick lists that are stuck. The pick numbers show up in Explore-Pick Lists (ship status = pending and there is a shipment number) but when I type the pick list numbers to reprint pick list, cancel pick list or confirm picks the pick numbers…

It doesn't look like there is a way to rename Naturals? We are extensively reworking our GL and it looks like all we can do is create a new natural then use the rename accounts utility. That gets a little complicated when you're moving everything around…

I'm a new user to Sage and am not in the IT field. My goal is to create an import file (.CSV or excel) containing each invoice number, payment amount, account info, etc to credit each invoice paid by an ACH remittance (money was already deposited into…

We're using Sage Payment Solutions to charge customer's cards for shipments. The customer ID appears on the customer's credit card statement. Is there a way to get the PO number to show also/instead? tia,

Currently you cannot reprint the bank reconciliations after they have been posted. It has happened many times that someone has forgotten to select print when posting or someone changed the saved settings or were in the wrong settings and it prints to…

How can I print a Bank Account Reconciliation Register-Detail after the CM batch has been posted? I accidentally posted the CM batch before the reconciliation was done and it has a $100 unreconciled amount. Can I undo the CM batch? thanks for…

I am trying to reconcile inventory accounts on balance sheet and I find that our inventory account does not tie to the inventory cost report for that month. Does any one know of a reason why this would happen? Please advice.