SageForum for UK versions of Sage 50- Help and support.

Hi all

I wonder if someone can giver me an answer here please. Couple of questions.

As we produce a lot of the same invoices, we want to use templates for the line descriptors, then just enter the amount at the end of the line. However, when we enter a template, that's fine, selecting another for the line below, deletes the first line and replaces it with the second selected templates. Any advice please?

Also, we have a number of clients in our customer list who have errors in their account name,or have gone away, or changed their trading name. Sage doesn't seem to allow amendment of the name or deletion even if there has not been any account activity for some while. Any advice here please?

Thank you

Fuggs

don't understand what you mean when you say you use templates.

Are you memorising and recalling it is not clear?

If there are very large numbers of invoices with long verbose text then importing might be a better solution.

If the text is short, then maybe using non stock products/descptions might help.

Really need more details.


Deleting accounts requires there to be no transactions on the account.

If you do not clear the audit trail as part of your year end process then you will have this problem for ever. I suggest you make sure that the next year end you follow my year end guide.
http://support.makingithappen.co.uk/gui ... earend.htm