Sage Accounting

I have 1 customer that incorrectly shows a credit balance in the customer list, however when I open the statement or transaction report it correctly shows a R0 balance.

Good day I am assisting a company who uses the Debtors Module, however they are struggling to get the Outstanding Invoices Communications Run to work because all customers are unticked on the boxes marked "Send Outstanding Invoices Reminders" & "Send…

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…

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…

My clients information were changed without showing on the audit report. I am currently using this audit report as evidence in a lawsuit and now I cannot rely on Sage to be a secure system. This is not just a system issue. It has become a legal issue…

Good day I urgently need assistance with customisation of Invoices for one of my clients. My client has a contract with Shoprite Checkers, and they require certain details to be on the invoices. Thus far they have been using excel and just to catch…

Please assist Why can I not untick the Automatic allocation to Oldest invoice on the Customer account? Elsa

Hi How can we delete customers that we no longer need and there are transactions linked to them? Can we delete these customers after cancelling all transactions? Thx

What do we do where clients invoicing details have changed, you edit the details but when trying to save the details the error message " A Lockdown Date has been set. No transactions can be processed or edited with a date up to and including 29/02/2020…

I have done some bad debt write offs on customers but have noticed the vat calculation on the vat report is using 7.66% instead of 15% does anyone know why this is?

Hi SAGE Please can you confirm if these API Limits are still in place or if any have changed: • A limit of 100 requests per minute per company will be applied. If this request limit is exceeded, the API will return HTTP 429 (Request Limit Reached…

The Trade Receivables System account on my trial Balance Report does not balance with the Customers Balances - Days Outstanding report. Where to I start looking for this difference? There were no opening balances.

Good morning, I need to Export all my Customer, Supplier and Item Masterfile data. We need it import this again into another new company that will use the same Customers / Supplies / Stock Items. Can this be done? Thank you, Chris

Hello, I am trying to update my customer information (add in their area, region and province - 3 columns). All the customers are already in my SAGE. I tried to import the csv file that contained all my updates, but it only wants to import all the headings…

Is it possible to perform a bulk edit to amend settlement terms for all my clients customers? In the current scenario, the customers need to all be changed to due date = invoice date. Thanks in advance

Adding and editing Customers ... Getting the following errors almost continually ... !!!! We are sorry to have to tell you this, but you have just experienced an error. What's happening???

In our organisation, a customer may be linked to more than one category or customer group. Is there a facility that can accommodate the allocation of a customer to multiple categories or multiple groups with the goal being to be able to print a list of…

Hi I would like to know if there is a function in Sage Pastel to export info displaying all customers with zero balances.

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…

Hi I've selected to sort by "Active - True to False", and "Name - A to Z" - Sort is coming out "back to front" , with the "Inactive" clients showing first. Also what would the default sort be - surely by "Name"? - seems to be random??? Rgds