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How does the Cloud Connectivity feature of Sage 50 Accounting work? Any information will be highly appreciated.

Good Morning, So have a bit of an issue that we're trying to solve and not 100% sure on the best way to go about this. We recently transitioned into Sage Intacct on Dec 1st and everything has been going great, however, our CFO now does not like the…

I created a job invoice last year, but the total amount invoiced is less than the actual cost. Unfortunately, since the year 2023 has already ended and the financial statements are being finalized, I cannot make any changes to that year. The CPA suggested…

Does Sage provide any SOC compliance documentation for Sage 100 Customers?

Happy New year! I need ideas on how to manage documents that are attached in the variouse screens within our Sage 100C. We receive most Vendor/Subcontractor documents via email then have to download it,make sure it is a PDF to attache it to the Appropriate…

I'm finding contradicting information for when to process and print W-2s while reading all of Sage 100 Contractor's year-end checklists, guides, timelines, etc. I know that you need to install the year-end tax and software update before doing either…

Where do I start? We are a manufacturer and I purchase raw materials and sell the finished product. I currently use the sales order module for sales orders & invoicing. I need direction and recommendations.

Hello, We are considering upgrading from Sage 100 2021.3 to Sage 100 2023.0. We had a few questions prior to deciding to upgrade or not. 1. We use Operations Management and were curious to know if there were any glaring issues, we need to be aware…

I've been at this company for about 5 months and when a payment comes in from a customer we post that payment via Cash Receipts, the source is AR. If I have a deposit (NOT from a customer) I enter that via Cash Receipts, the source is GL. This company…

Hi. I'm new to SAGE and wanted to import material cost data from excel to SAGE material cost in the standard unit cost breakout that I can see in the maintain inventory under the inventory management module. How do I do this? I dont want to manually type…

We are producing a custom item for a customer. They will be charged $20,000 for their first order on Net 30 terms...which covers the full run. They will only be taking a portion. The remainder will be on our property and when we ship out any of the balance…

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

We have a prospect looking at Sage 100 that is in the Silk Floral distribution industry. They have very specific needs pertaining to their inventory. They are similar to Apparel. They have packaging sizes, colors, types etc. Does anyone know of a product…

Please I need an idea on how to set up and use Sage 50 Desktop for poultry and crop production business that produces and sells egg, bird, feed and agricultural produce. How do I treat the egg, bird, agricultural produce and feed produced. How do I account…

I'm curious to know how other companies use Sage. We currently have 1 person who can do everything - all posting, deleting, voiding, etc. This is also the only person who can cut checks and post adjusting entries straight to the general ledger. We have…

I am trying to figure out this bank reconciliation process in Sage. I'm coming from Xero so I think I am having a hard time due to having the old systems' process stuck in my head. When importing a bank statement, Sage attempts to 'Autoclear' records…

I'd love to hear how others enter job deposits? We use Progress billing as well as Time & Material billing as the Invoice Detail for each Progress Invoice. Thanks!

Please I need an idea on how to set up and use Sage 50 for poultry and crop production business that produces and sells egg, chicken, feed and agricultural produce. What item class is best for the egg, chicken, agricultural produce and feed produced.…

Good morning, We would like to understand what is the basic difference between doing a proposal or a quote for when services are sent to customers for review and approval to do a job. I believe what we have seen as a benefit, is that proposals can…

What item class do I use for packaged software that we make?

Hello, I would like to know if there are different results when a credit to a customer account is created by generating a new sales/invoice with a negative quantity & negative amount as the invoice amount vs creating an actual credit memo as per the…

We sometimes have multi page AR invoices. Prior to my joining the company, reports for specific number of pages were created so our terms and total print on the last page.I'm making some changes that will result in having different invoices for different…

Sage has many resources to help you get the most value out of your Sage 50 Canadian Edition solution. Sometimes, however, having multiple options can be a little overwhelming. Now you can get quick access to all assets by remembering a single URL: www…

I recently started with a company that has been on the platform since it was Peachtree/Master Builder and am investigating the best way to change data. The equipment module has 97 pieces of various real world types of equipment assigned to 30 system types…