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  • Add Documents to Sales Orders/Invoices

    I love the fact I can now add an attachment/document (Shift F4) on the Suppliers records for Purchase Invoices. Can we please have the same for sales orders and invoices. Attaching a copy of the original order to the sales invoice would save us a lot…

  • Display the GDN number on both GDN and Sales Invoice

    There needs to be a direct relationship between the GDN and the sales invoice in order to display the GDN number on both the GDN and the sales invoice. This is particularly relevant for part deliveries as it will allow the customer to easily match the…

  • Help with errors- restored to error free but errors reappear after reposting

    Evening all. I hope someone can assist me. I use Sage every day- I used all day on Tuesday, and backed up at the end of my day after checking data and there were no errors. Started again this morning and all was fine. When I reconciled a bank statement…

  • Allow Clear Audit Trail for Old Non-Reconciled CIS Transactions

    There are old transactions on our audit trail which back date to 2008 / 2009 which for some reason were never CIS reconciled when the purchase payment was made & then the return was submitted using the CIS Module. This is clearly an error in the software…

  • Make Transaction External URL Links Available in Report Designer

    We now use AutoEntry to process our purchase invoices which creates an external link within the Sage 50 accounts data. It would be advantageous to make the URL available in Report Designer so we can include it on PDF Reports thus providing a drill-down…

  • Budget audit trail

    It would be really useful to be able to view an audit trail of budgets for an individual nominal code/dept - to be able to see original budget, changes up / down since then with current budget showing as a result of these changes. Vital for the education…

  • Audit Trail Report - Need More Details

    We're trying to move towards SOX compliance, and our Sage software system is really giving us trouble. Are there any public companies out there that use Sage who could offer some tips? In particular, the Audit Trail report would be a great place to start…

  • Approval / Authorisation of Manual Journal Entries

    It would be great to have a feature where certain users can approve / authorise a manual journal entry entered by someone else in the team before it is posted. This would help with controls for fraud and audit evidence.

  • Is there a way to reverse transaction using audit trail number?

    Greetings, Is there a way to reverse transaction using audit trail number example 1.0001 that was passed using a Journal batch? Thanks & Regards
  • Be Sage, Choose Sage: Learn about the Audit Trail

    Be Sage, Choose Sage: Learn about the Audit Trail

    The original blockchain technology for tracking who did what and when. Why does it matter if your accounting software uses an audit trail or not? Did you know that if you are ever up for auditing by an official, an audit trail is what legitimizes your…

  • VAT Code to be a column option when viewing Transaction Audit Trail List

    In Transaction Audit Trail List, it would be very useful to be able to include VAT Code as a column type in the view screen.

  • There are no transactions on the audit trail

    Hello, I have a problem with Sage after reinstalling the data service on a server and client apps on PCs. Data has been restored from earlier backups. While I can see a full list of customers and suppliers, clicking Activity on any of them brings up…

  • Updating Audit Trail transactions en masse - same as you can with Customer Records.

    Called Sage and found out this doesn't exist, which I am surprised to hear. Say you need to update a customer's payment terms (after invoices already imported on existing terms). or the payment terms were incorrectly submitted to begin with. or the…

  • Audit Trail and alterations on Project Charges

    FormerMember
    FormerMember
    We extensively use Project charges to add non nominal costs to Projects (mainly allocation of labour costs as wages from the payroll link are not costed to projects, but also management charges). Why is there no audit trail / Transaction List or the…

  • AR Customer is issuing joint check to our AP Sub/Suppliers - Can someone please help?

    FormerMember
    FormerMember
    Working with a contractor(AR) that is issuing joint checks to our Sub/Suppliers (AP). Have entered inventory through the PO module (Ordered, Received, and Invoiced), and now has flowed into AP. Have entered Revenue Receivable through the JC module…

  • Audit trail

    I am wondering if anyone can tell me if Sage 50 Premium Accounting 2013 has an audit trail feature. For example can I see what user created what invoice on what date?

  • Check was unused by vendor but all invoices paid

    I recently took three checks to our local tax office to get registration on vehicles (five vehicles on each check). I got the registration costs from the tax office website. However, I was told that I had overpaid by over $500 dollars. Instead of giving…

  • Review User Activity

    I would like to review all of the activity for one of my Users either through audit trail or an activity log. Can someone help me figure out how to do this?

  • audit trial

    We have been experiencing some issues with line items changing, sales orders mysteriously deleting, etc. Is there a way that I can run an audit trail report that will tell me what user has accessed what documents and possibly the task that they were performing…

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