I am new to Sage and have been cleaning up a big mess where I am working. Reconciling old bank statement. I know how to record interest in other programs but how do you record interest in Sage?
I am new to Sage and have been cleaning up a big mess where I am working. Reconciling old bank statement. I know how to record interest in other programs but how do you record interest in Sage?
To record interest in Sage 300 CRE:
Cash Management > Tasks > Edit Register > Select Bank Account to Edit > On Register Screen, enter date, App defaults to CM, Type - Here you would select Adj. > Enter Description > Enter amount in Addition Column then Tab Key to Open Adjustment Screen. On this screen, select your GL account then OK. Once back on Register Screen, select finish to complete entry.
To record interest in Sage 300 CRE:
Cash Management > Tasks > Edit Register > Select Bank Account to Edit > On Register Screen, enter date, App defaults to CM, Type - Here you would select Adj. > Enter Description > Enter amount in Addition Column then Tab Key to Open Adjustment Screen. On this screen, select your GL account then OK. Once back on Register Screen, select finish to complete entry.
Thank you so much. I have used QuickBooks for so many years this has been a little different.
You are very welcome. I hope my instructions were clear enough. I have a document of instructions (pics and all - lol), but I could not figure out how to upload a PDF to the thread.
*Community Hub is the new name for Sage City