Browse By Tags

  • Bank Reconciliation Payment Selection

    Hi, When using the advanced bank reconciliation (BSIIMP), after matching the statement (GESBSIMTC, Process Bank Transactions), we have an option to select / filter the payments, on the right, in order to reduce the number of items that appear on the…

  • Purging Vendors in Sage 50

    When purging vendors one of the criterions of a vendor not being purged is payments. Is payments and Bill/Pay Bills the same when purging? I know the process is different, but I am not sure if it applies as the same when purging files.

  • Advanced Bank Statement Import (BSI): Simultaneous matching on open items and payments

    In the Advanced Bank Statement Import, function "Process bank transactions", there are two grids: Open items and Payments. You can only ever choose one type to match. Either you can match a transaction to open items or you can match it to payments, but…

  • EFT Vendor Notifications

    Hello, Does Sage 50 have any capability to send EFT/direct deposit notifications directly to Vendors? Or does the notification have to be sent manually? We are using EFT Direct through Sage 50. Thank you for your help!

  • Receipt window will not process

    I am running Sage 50 Premium Canadian edition The prior bookkeepers have a ton of 'inactive' customers that had payments and invoices netting out to 0 but unable to clear. When you select them to process an error pops up "the program could not process…

  • Batch Supplier Payment - Allow filter and search of suppliers

    Morning all, On the Batch Supplier Payment screen. We have a number of Sage 50 sites that would like the option to be able filter suppliers to be paid Currently you can only filter on invoices due for payment by due date or date range and there are…

  • How to Mark a $0.00 Sales Invoice as Paid

    How can I mark a $0 Sales Invoice as paid? I had to create this invoice to make a line-item adjustment (items were same price) so my invoice comes to $0.00 and is now marked as outstanding and I want to clear it from 'awaiting payment'.

  • Filter payables

    We have vendors that we have hundreds of invoices that we pay. They are not in numerical order do to their different depts billing. We have to search thru all these sometimes several times to find the invoices we are paying, and usually this is 50-100…

  • Payment Approval

    Is there an app that can be integrated with Sage300CRE to sign cheques electronically? Owner wants to approve invoices for payment first and then accounting staff will either print the cheque or EFT.

  • Multiple people creating PL payments

    It would be great if more than one user can generate purchase ledger payments at one time (of course providing they are generating them for different payment groups.) We have two employees who both raise payments at the same time of the month (for two…

  • Custom Layout Designer - Add a field with a fixed percentage of a different field

    Dear everyone, I hope you are fine. And hopefully someone can help me :) I made a custom document functioning as a payment request (on basis of a quote) in Sage One/Accounting, but I would like to add one field - a field, that shows "Remaining Balance…

  • Allocating Supplier payments with discount

    Good day, I have been struggling with allocating supplier payments with a settlement discount. When I allocate, I select the invoices that I am paying, but the discount is not allocated to the invoices. Do I do this manually or is there a faster…

  • Supplier discount

    Good day, I am trying to process the supplier settlement discount. I input the discount from the bank transaction. I then allocate the payment to the respective supplier invoices. When I do this allocation, the related discount on the invoice is not…

  • Ebanking Plugin for Virgin Money/Bank

    The customer currently banks with Virgin Money/Bank. They would like to output a payment file from their Sage 200 program, upload this to the bank and instruct payment of their suppliers.

  • To display a 'Paid' column in Sales Order or Invoice list.

    Most of our customers pay with order and the payment details are added to the sales order when it is processed. In the list of Sales Orders, or Invoices, t would be very useful to have a column available that displays whether or not payment has been received…

  • Supplier remittance

    Good day, I am new here. We were using Pastel Partner before and it had the option for us to run remittance advices for our vendor payments. I have been looking for an option to print supplier remittances with no luck. Searched for info on this, but…

  • Function GESPAY Supplier cash payment Error: Open item being matched

    A/P-A/R accounting>Payments>Payment/Receipt(GESPAY)> SCAS Supplier Cash Payments> For Advance payment entry, every time a user tries to create the entry faces the following error. need urgent help. X3 Application error: Open item being matched.. …

  • Audit trail of Sales Receipts allowing automatic allocating of payment to invoices

    We currently use the Audit tail import function to import long lists of Sales Receipts in to customer accounts. We then manually allocate these payments to customer invoices. Now that the group function is available in V28.1, it would be really great…

  • Display of Payment terms

    Hello, Is there any report within Sage which displays Payment terms with customers/suppliers? I have set the Payment terms in the Credit Control area within the Customer/Supplier Record. However, I have not managed to find any report which…

  • Payment deleted from account register

    An ACH payment was deleted from the account register instead of voided. The payment wasn't made. My cash account is out of balance. How can I find the deleted transaction and void or what's the best way to handle this?

  • Sales Order Payment Details

    We use the sales order payment tab to post customer payments, whether thats through the Sage Pay card terminal launched from this tab, or whether that is posting bank payments for pro-forma orders. One enhancement which would make this a much easier…

  • Yearly Subscription

    Hi, I paid for an yearly subscription in March 2022 which was to run to March 2023. However, my account say the registration is expired and i cannot access my data. The yearly subscription has not been effected yet. I have tried to contact Sage…

  • Payments on Account

    Is there a report to run to find all suppliers with outstanding payments on account? Thanks

  • Is it possible to import payment data from a csv file?

    We have a client who wants to make payments electronically and send us a csv file with info concerning the invoices paid. Can such a csv file be imported into TS so we don't have to manually enter each payment?

  • Use Open Bankling to make E-Payments

    With open banking now being available, improve the e-bankling facility to make use of Open Banking thus avoiding the need to export a file from Sage and import to the appropriate bank when it can be achieved directly from within the software. For e…

*Community Hub is the new name for Sage City