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Search found 15 matches

by philthfc
04 Jul 2018, 14:45
Forum: Sage 50 UK version General Help
Topic: Invoice value to show in brackets
Replies: 1
Views: 1969

Invoice value to show in brackets

Does anyone know how/if you can make a figure show on an invoice in brackets. I want the amount paid (so a prepayment annotated when an invoice is created) to show in brackets. I have played around with the formatting, text style and various other options but have found nothing to let me put it in b...
by philthfc
04 Jul 2018, 14:43
Forum: Sage 50 UK version General Help
Topic: Adding Transaction Number to Invoice Template
Replies: 4
Views: 2852

Re: Adding Transaction Number to Invoice Template

Thanks fr this - i will give it a go!
by philthfc
03 Jul 2018, 10:40
Forum: Sage 50 UK version General Help
Topic: Adding Transaction Number to Invoice Template
Replies: 4
Views: 2852

Re: Adding Transaction Number to Invoice Template

Thanks for taking the time to respond.

So do you think if you made sure you posted to ledgers first their may be a way of adding transaction number to an invoice?
by philthfc
03 Jul 2018, 09:33
Forum: Sage 50 UK version General Help
Topic: Adding Transaction Number to Invoice Template
Replies: 4
Views: 2852

Adding Transaction Number to Invoice Template

Hi all, Hoping for some guidance and any guidance would be much appreciated. I need to add transaction number to a new invoice template as we tend to use this more than the invoice number, but i am struggling to do so. Having found transaction number in a report i can see it is labelled audit_header...
by philthfc
08 Dec 2017, 13:10
Forum: Sage 50 UK version General Help
Topic: Customer Activity Page Anomaly
Replies: 3
Views: 2674

Re: Customer Activity Page Anomaly

Do i do a data check via maintenance? Currently lots of users in using the system which means i can't access maintenance, assuming it's in there is it?
by philthfc
08 Dec 2017, 12:57
Forum: Sage 50 UK version General Help
Topic: Customer Activity Page Anomaly
Replies: 3
Views: 2674

Customer Activity Page Anomaly

Afternoon all, I am looking for some advice. We are running Sage 50 Accounts 2016 and have encountered an issue where a payment on account has been loaded against a customer account, yet nothing for it is showing in the activity page for the customer. We have run a transaction listing report and the...
by philthfc
05 Sep 2016, 21:51
Forum: Sage 50 UK version General Help
Topic: Backing up data
Replies: 3
Views: 2303

Re: Backing up data

Thanks for the swift response and info.

Is there no way of backing up data when users are in the system? No user profile settings i can change?
by philthfc
05 Sep 2016, 19:30
Forum: Sage 50 UK version General Help
Topic: Backing up data
Replies: 3
Views: 2303

Backing up data

Evening all, Firstly thanks for the answers to my previous posts on here, the time and effort other posters take to respond is very helpful and much appreciated. My current query is that now we are up and running using Sage 50 Accounts, I want to create a backup file daily either first thing when I ...
by philthfc
21 Aug 2016, 20:14
Forum: Sage 50 Report Designer
Topic: Saving Reports when accessing Sage through Citrix
Replies: 1
Views: 2442

Saving Reports when accessing Sage through Citrix

Hi, We are starting to use Sage 50 Essentials Pro in my workplace and I am creating some reports which I need other users to be able to run. Problem I see with this is that we are access the product through a Citrix environment, when I edit a report and click save as, it will allow me to save in wha...
by philthfc
15 Aug 2016, 18:21
Forum: Sage 50 UK version General Help
Topic: Payment on Account
Replies: 1
Views: 2048

Payment on Account

We are starting to use Sage 50 Accounts Essentials for our account receivable - we often get customers overpaying for various reasons, as such although we can allocate part of the receipt to an invoice, we often have part of the receipt left which will be used to allocate against future invoices as ...
by philthfc
21 May 2016, 19:07
Forum: Sage 50 UK version General Help
Topic: Some Guidance/Advice
Replies: 7
Views: 3076

Re: Some Guidance/Advice

Scrub that, I disabled protected view and it has opened fine! Thanks again that is great.
by philthfc
21 May 2016, 19:04
Forum: Sage 50 UK version General Help
Topic: Some Guidance/Advice
Replies: 7
Views: 3076

Re: Some Guidance/Advice

Thank you so much.

The customer record file has downloaded fine and opens, for some reason though the audit transaction one downloads but won't open - keeps saying the file is corrupt and cannot be opened, I have tried deleting and redownloading and the same thing happens??
by philthfc
21 May 2016, 18:43
Forum: Sage 50 UK version General Help
Topic: Some Guidance/Advice
Replies: 7
Views: 3076

Re: Some Guidance/Advice

Do you know where I can download the Sage 50 Import file templates. The sage help points me in the direction of the program file when they are held by default, but as I am at home I don't access to that. It says you can download them at www.sage.co.uk/pulic/help.aspx#/ - however I have searched on t...
by philthfc
21 May 2016, 08:36
Forum: Sage 50 UK version General Help
Topic: Some Guidance/Advice
Replies: 7
Views: 3076

Re: Some Guidance/Advice

Not really Nominal Code, it's just a code that invoice items and receipts need to be loaded against and reported against. Having investigated, I am thinking of using the 'Department' section...I have seen you can change the name of this field within configuration....only issue is that although it ch...
by philthfc
18 May 2016, 19:02
Forum: Sage 50 UK version General Help
Topic: Some Guidance/Advice
Replies: 7
Views: 3076

Some Guidance/Advice

Hi all, I'm hoping someone may be able to help. My work s looking to use Sage 50 (we currently have Sage 50 Account Essentials as we using it as a test) to record a part of our account receivable function and I am investigating how we could use the package to meet our current needs and requirements....