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  • HMRC Downtime MTD - VAT - Saturday 9 December

    HMRC have announced scheduled maintenance, meaning the MTD - VAT service will be unavailable from 8am until 7pm on Saturday December 9 . You will not be able to submit VAT Returns from your Sage 50 Accounts software during this time. Read more >
  • SAGE unable to retrieve service plan information

    My business recently installed the 2024 version of Sage. Everything seemed to be in working order, but when our book-keeper came by this week in order to process payroll, she found that she was unable to do so. On the homepage of the desktop version of…
  • AutoEntry Live Service Updates

    For up to date information about any interruptions to service, please check the Sage Status page >
  • Blocking access even after debit order was taken!!

    So I opened my Sage this lovely Sunday morning to quickly check if the duplicate invoice issue Sage is "working on" has been resolved so I can finish other tasks that need doing - only to be faced with an "Accounting Registration EXPIRED" screen! "Oh…
  • Automate Work order notes

    Hi all, Is there a way to have the work order notes prefill with each new work order without using a template? Would like to setup a series of questions that CSR can see in the work order notes and type in answers after for example: Problem: (CSR…
  • Internal Inventory

    I'd like to keep track of internal inventory. For example employee gloves that we keep in a stock room. I'd like to have a total of what's in the stock room and then adjust as we buy more or when an employee takes gloves.
  • Enable a Zero rated Invoice appear on a clients record

    Hi all Can you please develop a fix for this common problem. When doing a Zero value Service Invoice or Invoice the Invoice does not appear on the clients records. We often have to do Services or replace a product damaged through despatch that has…
  • Thinking about improvements in a moment of crisis

    The current global health crisis has presented businesses with the toughest economic conditions seen for decades. While countries work towards re-opening their economies in some fashion over time while balancing the needs of lockdown to suppress…
  • Success with Sage300 CRM : A top performing partner shares more thoughts (part 1)

    Looking back on a piece I wrote twelve months ago, I thought it time to re-visit our friends in the maritimes of Canada, Atlantic Data Systems (ADS). Since then, Calvin O'Driscoll and his team have been awarded Diamond Partner status . For ADS, not only…
  • Can CRM solve my business problem? - part 2

    In the last part we looked at 3 quick tips that focused on terminology, business objectives and business outcomes: Tip 1 — don't mention CRM (if you're not comfortable with the term) Tip 2 - the IRACIS concept Tip 3 — problems, solutions, benefits…
  • Can CRM solve my business problem - part 1

    Every day, small and medium-sized business owners are looking for ways to improve & grow their business. Many hours are invested in brainstorming, talking to customers and analysing competitive offerings. It is not uncommon that at some point in the process…
  • Delivering CRM success through managed projects

    Continuing on a theme of what makes a successful CRM implementation, I spoke with a long term CRM Consultant, Jonathan Jack , about how he works with customers. [David Beard, CRM Principal, Sage CRM] Talk to me about when you first meet a customer &…
  • Building a successful business by leading with Sage CRM

    My last posts have been speaking about, and with members of, our North American business, so I thought it time to move elsewhere. For this post, I am in my home territory of the United Kingdom and, for this edition, would like to share an interview I…
  • Email Marketing Segmentation - Finding the right data

    The previous post looked at setting objectives - let's now move on to data sets: There are many ways that a database can be segmented but the best place to start is pragmatically marketing your product or service. Segmentation is driven by data and…
  • Document upload for Self Service

    I need an example of documents upload for Self Service and the list of uploaded documents.
  • Notifications - Service or schedule?

    We have email and on screen notifications setup for Sage CRM 7.2.f.1 for new opportunities, new cases,and also for any case or opportunity that gets updated. The updates work, however they seem to come through sporadically The creation of a case or…
  • Serviço do Syracuse reiniciando

    Após uma alteração errada nos nome do host do Syracuse o serviço Agent Sage Syracuse NODE fica restartando, retornando o seguinte log de erro: 2019-11-01T00:18:36.482Z | | | | system.process | info | started at 2019-11-01T00:18:36.438Z 2019-11-01T00…
  • How to ensure you’re contacting Sage support

    Halloween is next week so let's cover something scary! We're concerned with the number of scams and fraud on the rise. Customers are our top priority and the lifeline of our organization. We consistently operate with our customers’ best interests in mind…
  • Crystal Reports - Linking tables from Timberline SM Data to Timberline Data Source - one table has a prefix while other does not

    I am trying to create a crystal report which will allow me to reprint a batch of open/unpaid SM invoices using information from two different tables, one from the Timberline SM Data and the other from the Timberline Data Source. I have one table in…
  • Error Registering the Consumptions - Service Request

    When clicking the create button for a Service Request, Why am I seeing "Error registering the consumptions"? When creating a request, I'm not even touching the consumption fields. This happens intermittently. Sometimes I can create the request without…
  • 'Sage 50 account service v22' and 'Sage 50 account service v24' are both simultaneously installed and running.

    Is it correct that services 'Sage 50 accounts service v22' and 'Sage 50 accounts service v24' are both simultaneously installed and running on a Windows 2008 R2 Server after upgrading SAGE 50 Account from Ver. 22 to Ver. 24 ? Also services 'SAGE 50…
  • Unable to login service stuck in starting state

    None of the users I have setup for Sage are able to login from either the client or server with an error saying that the data service is not running. I notice on the server the Sage 50 Accounts service is stuck in a starting state and is consistently…
  • Strange threading error message with all web service requests

    I am attempting to create sales orders through a .NET web service object using JSON. I can successfully create an order in X3 with the web service test utility built in to X3 by using save method and the JSON string that is generated by my application…
  • Add or Update a Credit Card on Sage's Customer Portal

    Have you received a service plan renewal notice and or a message about an expired credit card? The Sage Customer Portal lets you update an existing credit card's expiry date and or add a new credit card entirely. To access the Sage Customer Portal go…
  • Building Flexibility & Agility When Transitioning Business

    Flexibility. "Notice that the stiffest tree is most easily cracked, while the bamboo or willow survives by bending with the wind." - Bruce Lee How quickly do you recognize mistakes and transition your business accordingly? The catchphrase lately is…