• GL Statistical Accounts

    1. How do we clear GL statistical accounts in Sage 500 at yearend 2. Can we use GL statistical accounts in Sage 500 for budgets
  • Recording bank drafts

    We are performing bank reconciliations for our client. The client is recording bank drafts by writing "dummy checks," as they call them. Is there another way to record the bank drafts so that they will still show up as an item to clear in the bank reconciliation…
  • Upgrading from 2016 to 2021 SAGE 500

    We noticed there are additional security events in the 2021 version (such as view tax id in plain text). Are all the events documented somewhere?
  • Importing purchase requistion details from an external csv file into the grid field

    Newbie here. I am entering items details manually into the different fields of a purchase requisition. I have a csv file with data from an MSC shopping cart. How do I transfer this data into the Purchase requisition grid without copy and pasting field…
  • Is there an easy way to import journal transactions to SAGE 500 ver 2016 from QuickBooks

    Looking for the best method to import transactions. We do not have Data Import Manager. Sage 500 version 2016, upgrading to version 2021 this year.
  • Determining if a budget was closed

    Is there an easy way to determine if someone closed a budget period? SAGE 500
  • Bank Accounts - Possible to Edit the name?

    I know it's possible to do but can't recall where in SAGE 500 I am able to edit a Bank Account. I recently created a few bank accounts in SAGE 500 ERP. Realized I could be more brief with the account name and went to edit them however the Bank Account…
  • MAS 500 ERP 2021 update 2 error: No Sales Order options records exists for your company

    Database and Client upgraded from MAS 500 ERP 2018 ( to Version 2021 update 2 (version on test environment. For Sales Order, when tried to create new sales order error No Sales Order options records exists for your company pops up.…
  • AP Voucher Entry - Shortcut to go Back in to Grid?

    When I'm in the AP enter vouchers window, if I'm on the Totals tab, is there a keyboard shortcut to enter back into the grid on the Details tab? I know that I can do Alt + D to go back to the tab, but I'm hoping to find a way to enter back into the grid…
  • Office update to 2019

    We have some users using Sage 500 locally, we just did an Office update to 2019. Now the export does not work in the Explore view. Options are greyed out.. Is there a setting in Sage needs to be updated?
  • Material Costs in reference to routings

    I am stumped and need to find some answers, hopefully someone here can help? On the routings, each material item has an associated "Material Cost", I am trying to determine where is cost is coming from. It doesn't matter to me if the material part if…
  • Automatic creation and posting of recurring transactions

    How can I have recurring transactions create a batch and post it automatically? I've set up the recurring transaction for monthly. I know I can pull in the recurring transaction(s) into a batch Process Journal Entry and post it each monthly manually…
  • Crystal Reports

    I am having an issue with a workstation new Windows 10 computer, installed the Mas500 2019 client When the user tries to run the Aged Receivables, he gets an error "crystal print engine the system cannot find the file specified" I have reinstalled…
  • EFT file location

    Can the EFT file be saved to a network location? Environment: CITRIX, Sage 7.7 When the set file location button is clicked only the C:\ drive contents are displayed with no option to change to a network drive. Thank you
  • New NACHA compliance changes in 2020

    Do we have any update on Sage 500 coming to meet the new NACHA requirements that are slated to take effect mid-2020? www.nacha.org/.../2020-brings-four-nacha-operating-rules-changes-are-you-ready
  • Anyone with Sage 500 experience in New Hampshire looking for an opportunity?

    Emerson Ecologics in Manchester NH is looking for an ERP Manager with Sage 500 and WMS experience. Here is a link to the position. https://www.linkedin.com/jobs/view/1729743213/
  • Auto-Signature maintenance

    How do I adjust the rules for accounts payable check auto-signatures?
  • I am looking for a good OFAC Compliance tool that works with Sage 500 ERP

    I need a recommendation for OFAC Compliance tool that works with sage
  • Sage 500 Student Curriculum

    We have a couple of the printed versions of the Student Curriculum, but I was wondering if anyone a PDF version?
  • Import Doesn't Show up in Journal or Ledger

    We want to import a csv file instead o manual entries to save time. I select file "Select Import/Export" select "General Ledger" and then we created a template for our import file. The fields are in this order Reference Description Number of Distributions…
  • Limit Account Lookup

    We are working on updating our security per user, and want certain users to only be able to see certain accounts in GL Transactions Reports. Is this possible by user?
  • Single User Error "Unhandled Exception"

    I have a single user that has 2 views that throw an unhandled exception Object reference not set to an instance of an object when they use the lookup within the filter. If you enter data in the field then click refresh, data comes up. I have tried to…
  • Invalid characters in Item and SO ids

    We are running into issues where a user copies a part ID from an excel sheet only to get a space at the end of the item ID or SO tranno. Sage support didn't have a good suggestion to keep this from happening. Has anyone else run into this? If so what…
  • Sage 500 roadmap

    Is anyone aware of the status of future development of Sage 500? Are there plans to stop development at some point? Does Sage have a roadmap document regarding future development?
  • Subsidiary company activation required or no?

    We are creating subsidiary companies in Sage 500 and would like to know if activation will be required for each additional company or can they all be happy on the same current activation (with the same modules)?