• POPI ACT RESPONSIBILITY TO KEEP CUSTOMER PERSONAL INFORMATION SECURE

    Dear Sage City Do I have a duty towards my customers if someone not only gained illegal access to their personal information but also changed it. This happened in June and Sage can still not explain who did it and how they gained access to sage and…
  • Customer Statement Run - excluding (current) zero balances?

    Hi there I am sending Customer Statements dated 30/09/2022 and selecting to exclude customers with zero balances, but Sage is of course looking at the account balance of my statement date. I have customers that have since paid i.e. their account balance…
  • Customer information exports

    FormerMember
    FormerMember
    Hi I would like to know if there is a function in Sage Pastel to export info displaying all customers with zero balances.
  • Sales by Item by Customer in a certain Date Range

    Hi, not an accountant but use Sage Accounting every day. I am trying to find away to help forecast stock holding on my customers behalf. To do this I need away to pull a sales by item by customer in a certain date range. Has anyone worked out how to…