Sage 50 Canada

Hello. I'm trying to post invoice payments. We pay via EFT but the system won't let add it. If I choose direct deposit, then it is asking me to enter a supplier's bank account (which I don't have). I can't use cheque, since it looks like it will throw…

I enter sales invoices as sales orders initially. Some of the orders have multiple projects. But there is no column to allocate individual lines to a project. Only the entire transaction can be added to a project. Does anyone know if there is a setting…

Hello, One of our customers has requested for their purchase order to show up on the aging summary. How do I go about adding a column to show the purchase order on it? Thanks, Jorge

My client would like to use the sage invoice for preparing his invoices. are there templates available that are not joint with the sage programs that he can use?

is it anyway i can add more column to show more aging days? like 31 to 60, 60 to 90, 90 to 120, 120 to 150?

Can the subtotal part of the invoice form be a data field and not in the description?

When I go into reports and forms there is no “Invoices” option. I can get into editing the invoice within the fees tab itself, but at the bottom it has Amount Paid and Amount Owing which I want to remove. Even when I delete everything in that space (I…

We wanted to SEND invoice with 'PAY NOW". HOW? Are the charges from Stripe is lower than visa/mc charges from BMO? i am using now PAYA Connect. Please suggest.

I'm setting up direct deposit information and this vendor requires their account number to be printed on the payment report. Why isn't there a field in the Vendor card to put the Vendor's account information. if applicable? Is the only option to add it…

I would like to use the attachment feature in Sales Order. We enter our customers confirmed PO's in the sales order, this is when I would like to attach their PO. When goods are ready to ship, we turn sales order into an invoice. This field is greyed…

Is there a way to customize the invoice details that show up in the General Ledger. Currently the Invoice # and the Vendor Name of a payable invoice show up in the Comment section of the General Ledger. I wanted to be able to add the Item Description…

Hello everyone, I need to generate periodic reports that show the sales orders we have received, and the purchase orders that have been placed with some suppliers. The "Pending client/suppliers orders" reports are half of what I need, as this misses…

In the "Find and Invoice" window, is it possible to add another field we can search by? I have tried looking in reports as well and not seeing what I need. There are times we would want to find all invocies that contain a certain vehicle unit number,…

I have been using sage products for over 20 years - and I can't seem to figure this problem out. I need help! The togels for the drop down menus have disappeared!! in my Sales Invoices and my Purchase Invoices. can someone please help?

How to move the '2% interest on balances overdue more than 31 days' on a Statement down a few lines

I have been using Sage 50 products for over 30 + years. I have been waiting for Sage to create a field for invoices Receivable & Payable where "service dates" can be entered. I am using the "description" field but it ends up looking very unprofessional…

Hi I have started attaching invoices (pdf) when I process them in Sage. I cannot see any indication in ledger , is there a way that I can see an attachment sign etc next to invoice number etc?

How do I get the final amount owing on the invoice to automatically deduct previous amounts deposited? I need the amount owing to be deducted from the Invoices Total Amount which would then show the real amount owing.

Hi I am just wondering if there is a way to change the margins on the customer invoice form. I have modified the invoice down to the 2 columns that I wish to print out on a customers invoice but when I am in the customize form software I cannot locate…

I have two different company files. Both companies share some of the same customers. Is there a way to combine the monthly customer statement to show invoices owing from both companies? customer would receive one statement but would list both company…

I wish to customize the Sales Order form (SFM) to include the amount of the Deposit Applied when printing a sales order. If I am not mistaken the insert data field does not include that field. Ideally I would also like to to show the sales order amount…

I do cheques for doctors. I don't get invoices, just a list of names of doctors who need to be paid for a specific event. Some of the doctors have corporations. In Quicken, I could just enter the last name and it would bring up all vendors with that name…

Hi - New VP of Finance is looking to reorganize the chart of accounts to provide a more uniformed look for reporting. However, most of these accounts have been in existence within Sage for 5 + years. They would also like to create subcategories within…

Hello Everyone, I would appreciate it if someone could please help me troubleshoot this issue, where the date on the invoice form shall change each day without having to manually change it every day. This issue is causing serious problems with my…

Currently I am running different locations on the same Sage account. I would like to generate on my income statement the following categories but when i make the account it gives me an error message 5200 purchases 5201 Store A purchases 5202 Store…