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Hello, we are just beginning to look at the credit card module and importing transactions. When we imported our transactions our credit card put a lump (total) amount for 3 separate transactions. How do job cost this for it to be for 3 separate jobs?

Just got off the phone with Paya and they are no longer supporting the ability to view stored credit cards and allowing Sage Business Works to process a transaction using the method of retrieving card numbers from the vault and manually processing a transaction…

I'm trying to change what credit card Sage takes their monthly payment from me. I'm trying to change from my personal card to a corp VISA. No matter how I type it in the fields it constantly gives and error. I've triple verified all spelling, #'s etc…

We'd like to use Concur with S100C, but the Trimble (Ryvit) DataXchange connector only supports expense reports, not AP Invoices. Has anyone found a way to get them to work? I asked Accordant, our Sage Partner, but they said it won't work and recommended…

This is the second month that I am importing credit card transactions using the new bank feed option. Last month worked fine. This month, after disconnecting and reconnecting the bank feed several times, it appears as though it is connecting, but a pop…

We recently updated our Sage 100 version from 2018 to 2022 and have been having issues processing credit cards (via Paya Exchange) from the "S/O Invoice Data Entry" program. We have no trouble adding the Credit Card info at the *Sales Order Entry* program…

Hi, I've read the knowledge base "How do I pay invoices with a credit card and then pay the credit card agency?" We follow this process which involves creating 2 separate Invoices and paying them out (one to the vendor and one to the credit card company…

Hi, I've recently taken over a set of accounts and I'm processing credit card purchases in Sage 50. Currently the credit card is set up as a supplier, however I have always had a separate bank account set up for credit cards and I would transfer the monthly…

Hello, My boss recently overpaid on the balance of the business credit card and I ended up putting the remainder into open credits so that our bank statement would balance. When I applied some of the open credit to an invoice, the next time Payroll…

Hi, I'm doing an analysis of credit card fees, with the intent of beginning to charge my Net 30 customers a fee for using a credit card to pay their invoice. I doubt it's possible, but is there some sort of report, or series of reports, I could run that…

What is the tidiest way in BusinessWorks to record a cash advance deposited in checking (cash account) from existing credit card account?

Hello Everyone, 1) Here is what I've done so far, I setup a new vendor called 'American Express Credit Card', clicked the box to assign itself as a Credit Card Vendor. Options> Accounts Payable > Assigned it to a GL called Credit Card Payable (Current…

My visa statement runs from the 2nd of one month to the 3rd of the next month. Do I always enter these transactions from the first few days of the next month even though they are not my normal monthly reconciliation I use for the regular bank account…

We have had a incident in which a void on a credit card vendor transaction and the accompanying credit memo on the vendor transaction were entered using the wrong date. The Vendor Transactions were dated in March 2019, as was the associated Credit Card…

I need a report of any transactions through our company credit card. We have 15 users with individual cards all together on one master credit card bill. I keep the transactions separate for each user to enable better visibility and easier reconciliation…

Is it possible to have two vendors, with the same name and mailing address, set up with different terms (i.e. Net 30, VISA) by assigning each a different vendor ID? I would like to set up a credit card vendor and enter transactions for the purchase vendors…

First, getting support from Sage is absolutely the worse scenario ever. It seems every time you call about the same problem, you get an entirely different answer, and now today when I call am told call volumes are too high and their system hangs up on…

Hi, I have a problem with importing customer credit card. I am using VI Import Maintenance to import data to sage via ODBC. My problem is when I run the credit card import job manually by clicking the cmd file or by running the import job from the visual…

Hello, I am setting up my company and entering the credit cards that we accept. At the end of the day when we close the batch on our credit card machine, the funds for the day, minus the discount fees, are deposited right into our bank account. Having…

The "Fix" Button in Sales Order Tab "5 Payment" - How to control via roles and permissions?

We recently set up two new, MasterCard credit cards, one for each owner, and I guess I'm now wondering how to reconcile the credit cards. I do the account reconciliation for our chequing account without issue, however, credit cards do not seem to…

Hi. We are going to start charging a processing fee when clients pay their invoices by credit card. Since the invoice is already posted, we will have to go in and edit the invoice to add the adjustment for the processing fee. This is all fine, I am just…

I am trying to use the CC Print Receipt. I forgot to check the box to get the CC receipt to print. How can I get to the CC receipt print screen again for that transaction? Also is it possible to set the box to automatically be checked for receipt printing…