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  • Sage X3 - Creating Debit Notes against specific GL accounts

    Hi All! We're using Sage X3 in the US but I think this question would apply across all continents! We have been trying to build out a process for Chargebacks where Debit Notes are created that post against the AR account. Here's the scenario we have…
  • Forwarding email in Purchase Automation

    Hi, I'm trying to setup a forwarding address to my purchase automation email ( @sagemail.com ), however Gmail needs to verify the account. As I don't seem to have access to a mailbox - as such - I can't verify it. Has anyone found a way to do this?…
  • AutoEntry

    Hi, I have been using AutoEntry in Sage 50 Pro and wondered should there be an app button or link in Sage straight to AutoEntry? as there is for "Bank Feeds". It seem I have to go to the AutoEntry website to log in every time I want to use it. Any…
  • ActiveFax Codes Not Reading on PDF Exports with Version 12 (Solved)

    The problem: When printing PDF files generated through X3 V12 to ActiveFax with the goal of automating email & print jobs; ActiveFax cannot read the codes despite having the font successfully installed on the server, pointing to the font in the crystal…
  • AP - Office Connector - Invoices Selected for Payment

    Can anyone line up the office connector reporting to the following report within AP AP --> Reports --> Invoice Regesiter --> Invoices Selected for Payment I would like to generate this report within Office Connector to have the information within…
  • How to use the API from a job/server context

    How can we authenticate with the API, from the context of a Job or server? We have a bespoke CRM, and want to have a job that will create & update and accounts within it into Sage automatically. Is this even achievable with the product? The only…
  • how can I automatically add a credit card processing charge to a SO or invoice

    Many businesses are adding a Credit Card Processing charge (1 to3 %) to transactions paid by credit card. This is justified by the need to cover the credit card processing fees, which have become significant. Can I automate that addition to the transaction…
  • Importing sales orders / invoices?

    Hi All I have just discovered our new B2C website has gone live, well, technically I discovered it existed and is now live, the things people don't think Finance need to know about..... Anyway, its happily chugging away in the background churning…
  • automate job and contract creation

    We are looking for someone who can help us with automation of data entry. We use salesforce for bidding and estimating. Because creating a job or contract is not available via Sage's API, our goal is to pull a report from SF and have an RPA bot or MS…
  • Accounts payable automation

    Can you guys please share with me any good experiences with AP Automation software? I want to hear from actual users, not sales people please. We've tried Auto Entry a little bit and had some struggles with it. And if I have to sit through one more demo…
  • Automate booking process

    Good afternoon, We are a financial training company and we are selling online training courses / webinars. Currently, if a client books a course on our website, they are able to request an invoice and make the payment later via BACS or credit card…
  • A further automation of Lot Tracking and Bin Tracking

    Client tracks medical supplies with Lots and expiration dates, which are stocked in bins using Orchid Bin Tracking. They would like to add a few alerts and or processes; for example, when product has X days left before expiration, put it on Quarantine…
  • What do you use for automatic tax calculation?

    Hi, What do Sage BusinessWorks users use for automatic tax calculation?
  • Posting Automation Add-Ons?

    Hi there. Anyone have great things to say about an add-on that automates A/P posting? We've been playing around with Auto Entry... Any others out there that you would recommend? Thanks!!
  • Is there a better way? Quarterly Invoicing

    We invoice our customers (real estate) quarterly and so every quarter I'm manually entering around 40 invoices. The memorise recall function doesn't work great because I need to change the details of which quarter is being invoiced in the invoice each…
  • 3rd Party Payroll Providers

    Is anyone extremely happy with their third party payroll provider--most importantly--the way it integrates with Sage 300? We are a GC with mostly salaried employees. We are not overwhelmed with our current provider and would like to switch. We would…
  • Automatically create sales invoices

    Hi all, Is there a way in Sage50Cloud to automatically create sales invoices based on a spreadsheet/csv file? I want to be able to use import/macros/python etc to produce a physical invoice via Customers->Invoices and Credits (not simply importing…
  • Detailed VAT Reports

    Detailed VAT report not functioning. Sage and AutoEntry (owned by sage). AutoEntry allow the use non Alpha numeric characters if your suppliers invoices use them. This then breaks the VAT Detailed report once reconciled. HMRC were not impressed but…
  • Automating Your Processing

    At Sage Business Cloud, we are always working hard to make sure processing your data is as quick and simple as possible. With that in mind, there are several features we have worked hard on to make this easier for you, as well as big plans for future…
  • Automating Your Processing

    At Sage Business Cloud, we are always working hard to make sure processing your data is as quick and simple as possible. With that in mind, there are several features we have worked hard on to make this easier for you, as well as big plans for future…
  • Property Management customers, would you please advise what (if any) you are using or what your experience is with online tenant payment solutions?

    We are interested in Clickpay or any other Tenant Collection application to automate the rent collection process. I would appreciate any feedback . thank you!
  • BM Production register Error "The register must be printed prior to posting"

    Hi, I've been wondering if someone else encountered or might have a solution for this. Im getting the error "The register must be printed prior to posting" oSS2.nSetProgram(oSS2.nLookupTask("BM_ProductionRegister_UI")) objTransactionRegister…
  • 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…
  • Has anyone else had issues with the onedrive backups?

    Hi, We've set up the OneDrive back up's for various companies but after so many days the backups and emails telling us the backup has completed stop. Not receiving the email is a prompt to reset these backups up, but we never stopped them in the first…
  • "Back to Basics" - ideas for implementing a CRM program inside a business - part 8

    When it comes to choosing the right Customer Relationship Management (CRM) system for your business, it's important to understand all the benefits of a CRM system before beginning your selection process. When you launch a CRM implementation, your choices…