Quick tip to help with uninstalling Sage Financials When you have migrated from Sage Financials to your new accounting system you will want to uninstall Sage Financials from your Salesforce Org to free up the space. Sage have provided an article detailing 14 step you need to follow to uninstall Sage Financials: https://help-financials.sage.com/en-gb/Org/Uninstall%20Financials.htm  After completing those Read more about An internal server error has occurred[…]

The Salesforce Platform? Sage Financials was built on the Salesforce Platform, so you are already familiar with many of the features of the platform: the reporting, approvals, emailing, the navigation & search, the security model. Before going over the reasons for staying on the Salesforce Platform I should declare an interest: my company is a long-standing Read more about Salesforce Platform options for your accounts[…]

On the 31st December 2020 Sage will “be withdrawing the service”. This means you will have NO ACCESS TO YOUR DATA. Not for your auditors. Not for VAT inspections. Sage Recommends… Sage have provided some advice on: Exporting Data for Migration – Financials. This gives a list of the reports they recommend you setup and export, Read more about Product Focus: Sage Financials Cloud Archive[…]

Bulk paying purchase invoices is one great feature of Sage Financials, especially with the BACS bank feed so you can create a single BACS file for upload to your bank. But sometimes it can be difficult to select all the invoices ready for payment. This is where ‘Mark Paid’ comes in handy. Setting up a Read more about Product Focus: Mark Paid[…]

Its always a nightmare at the end of year when you are trying to work out why the figures just aren’t quite right. Hours of time can be wasted chasing around a few pounds, and it ALWAYS turns out to be something really simple! The Drill Down Trial Balance is a tool to relieve some Read more about Product Focus: Drill Down Trial Balance[…]