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  • Receive Money From Factoring Company

    I am having an issue figuring out how to record our Customer payments in the Receive Money tab under Customers & Sales. We use a factoring company so we send the Factoring Company our customers invoices and they, in turn, send a wire less any fees. The…

  • Bank Reconciliation

    What is the procedure to conduct bank reconciliation for a single month. Thanks.

  • Account Reconciliation

    Is there a way to void a past reconciliation? Last month I accidentally put the last day of the period in error and now it says the account has already been reconciled for that period. Is there a way to redo this?

  • Mark invoice as paid

    Hello, I am stumped. We paid an invoice for a trailer (Fixed Asset) with an American Express card. We pay monthly and once the payment comes out of the cash account we download the statement and allocate it to the correct account. I am needing to apply…

  • Customer ID Error

    The Customer ID that was automatically created already exists in Sage 50--Error How to fix this? John Z.

  • Closing Ledger balance error

    I posted transactions in my general journal ,it appeared in the report currectly in the individual transactions and balances , However this transactions total were added again to my total balance at the end of the month ie December , making it double…

  • How do you pre-authorize a credit card in Paya

    Does anyone use Paya to pre-authorize a customer's credit card before actually processing it? We pre-authorize before shipping the order to make sure the card is good. Then once shipped, we add the Freight to the total and process in Paya. In order to…

  • Opening Sage 50

    When I open the software and put in the password for a company the program shuts down. I cannot get the software to open or function. This just started happening recently (Today). Is there a fix?

  • Reconciliation

    I am trying to get my Bank feed to connect but keep getting an error that says to restart my connection. I do and the same thing pops back up. When i create a new company I can get the bank feed to connect and when I log into another company I can get…

  • Past invoice

    I have a invoice on a customer account from 2021. The invoice is blank and with that it says he owes the money. With a blank invoice I can't go in and pay it.Also, being it is from 2021 I can't delete it. How can I fix this. I have other customer accounts…

  • Affect of deleting a purchase credit memo in a period after taking it

    What happens if I delete a vendor's credit memo in a period after I received the vendor's invoice and applied the vendor's credit memo to it? E.G both the receipt and credit memo were in the prior period? i.e. will it mess up my prior period financials…

  • Month End

    My income statement revenues total is different from my month end report/ aged receivables by almost $6k. Is there something I am missing?

  • Log in Remotely

    Hi I have a problem logging in Remotely to Sage 50 in the Philippines. My client is located in US she already gave the password and username but still i cannot log in there is always an error.

  • Reverse a deposit to checking and redeposit to Savings

    Mistakenly made a deposit in to the savings account from customer paid invoices. I scan the checks then deposit them to our bank account but mistakenly deposited to savings instead of checking. In Sage the bank deposit went to checking. I can delete the…

  • Account Reconciliation Stuck in July 2022

    Hello, After completing the most recent update, my account reconciliation is stuck in July 2022. I can change the "period" to any month and it will still show July 2022. Live Chat has been no help and says that I'm not who I say I am, so I am hoping…

  • Beginning balance equity - Out of balance

    About 10 years ago, I made a mistake of trying to use adjusting entries to balance my books with our tax return - I tried debiting and crediting with the beginning balance in " Beginning Balance Equity". The more I tried changing periods, and trying to…

  • Waiting On bill

    I have a few invoices that were paid or partially paid with waiting on bill selected and I am not able to remove it. How do I deselect 'waiting on bill' without having to delete the payment then uncheck the box and reentering the payment?

  • Entering historical data / how to get in historical mode

    I am moving from QBO to Sage50 and am attempting to input transactions for 2020-2022. When I attempt to do this, Sage tells me I cannot because the date is not in a valid period. I JUST created the company but cannot find how to get into historical…

  • prior month bank activity

    I logged on to my Sage Cloud account and downloaded the banking activity. May downloaded but April was not there. How can I go back and download April bank activity?

  • Entering in a CC purchase receipt

    Hi. I am having troubles finding the correct spot to enter in a CC expense/purchase. Not using a CC to pay bills specifically, and not inventory necessarily, but day to day misc things (such as receipts for gas, meals, office supplies). Has anybody run…

  • Retained Earnings

    Hi There, My retained earnings from previous year got impacted due to some erroneous adjustments. Is there a way I can figure it out what has caused this issue? I also don't know how to lock in a period (monthly) or yearly. regards

  • allow General Journal entries dated in the future

    Just got off Sage support where the tech could view my screen. In Sage I have always been able to create a recurring general journal entry in a time period that's to post i.e. for 24 months and into future years. In 2022 I posted recurring GJ entries…

  • Import transactions with tracking status?

    Does anyone know if it is possible to upload transactions (such as invoices) with a specific tracking status and/or assigned to a specific person?

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