• Adding a note to receivables aging report for individual invoices

    I'm using Sage 50 US. I'm looking for a way to add a comment about an invoice that would show up when I run the aging report. For instance, when a customer communicates to me that the invoice will be paid on a certain date, or if there is an issue with…
  • importing various customer beginning balances

    What is the Procedure to import various customer beginning balances when a new company is just set up in Sage 50
  • Progress Billing

    Good Morning, I am new at a electrical contracting company. I am going through aged receivables and have found a customer that apparently paid a deposit through progress billing. We have a copy of the check deposit in bank records but I cannot locate…
  • User Security Setup

    Is it possible to setup a A/R & A/P clerk position to have access to Job Profitability Reports WITHOUT having access to payroll fields/access?
  • Monthly deposits and expense

    Using my Sage 50, Is there a way to enter recurring deposits or expenses for each month? I have deposit the occur each month same for expenses. Hope there is a way that I do not see. Thanks
  • Paya, Stripe and Paypal payment services.

    I need to talk with Sage 50- US customers that have made the decision between Paya, Stripe and Paypal payment services. We are a small gov't entity that bills out quarterly for wastewater services but want to give our customers an online payment option…
  • Charts of Accounts

    The problem I am having is in the chart of accounts. The accounts receivable is supposed to be a money in/ money out type of account. My accounts receivable is taking money in but not out for credit card sales only. I have to move the money out via general…
  • General Ledger with a Balance but no Debit or Credit

    Hey Everyone, I've been searching Sage City for a few months looking for a solution to my problem but haven't been able to find an answer or a post similar to my issue. Our General Ledger has a GL with a Balance starting in 09/2019, but there are no Debits…
  • Intercompany Transaction - Check Deposited to wrong entity, need help with AR Offset

    Hello all. Not sure why this issue is giving me fits, but I desperately need transaction advice. Background: We have 2 businesses: MYC & SHO. SHO is a non-operating entity, MYC has all operations. Problem: My CEO deposited an MYC customer…
  • Credit Card Processing

    We are looking into accepting credit card payments. I know that this is something Sage offers through Paya but if we would choose to use another credit card processing company, how are the credit card payments posted in Sage? We currently use Sage 50…
  • Can I Set Up Automatic Payment Processing?

    Hello all, Is there anyway to set up automatic payment processing? I have my invoices already set up to be sent out each month, is there anyway I can process payments automatically after theyre sent? I have a few customers who I can enter and…
  • Cash Receipts Applied, yet still in open AR. Help!

    I generated an invoice for a customer on December 10th and they paid for it immediately via CC ($3,316.91). When I go into their account, it's showing the invoice is both paid AND past due. When I click on the related transactions it shows the receipt…