Fix Transaction Import Feed I’ve spend hours & hours struggling with the Transaction Import Feed problem. I’ve condensed those hours into a 1 minute video to save you the grief! I was hoping this would also enable me to import data into custom fields using this kind of Feed Broker Rule: Property Name: Header.MyCustomField__c Property Read more about Fix Transaction Import Feed[…]
Sage Financials: what now? The news that Sage are no longer selling Financials will come as a blow to many users who have invested heavily in both consultancy costs and the time to learn a new system. Though Intacct may be a great product it can never offer the ease of integration with Salesforce that Read more about Sage Financials: what now?[…]
WARNING – EXPERTS ONLY Journal Posting problems If you heavily customise posting rules, I’m sure you will have come across this problem. The posting rules look fine, but when you add a new Journal the UX does not ask for the right fields, or the journal just fails to post. Here is a video showing Read more about Fixing Journal Posting Rule[…]
New Bank Reconciliation – how does it work? The new Bank Reconciliation is a real game changer for Sage Financials. It has the potential to drastically reduce the time and effort required to process basic bookkeeping and improve accuracy by reducing data entry. It is a massive improvement on the old Bank Matching – intuitive, Read more about **All New** Bank Reconciliation in Sage Financials – how does it work?[…]
On the 26th and 27th November Sage Financials hosted the first Partner Event at their Dublin site. This was no easy ride with an 8am start after a solid evening of ‘networking’ and here are my main take-aways: Sage is committed to working with partners, that not only gives us the confidence to invest and Read more about Sage Financials Partner Event[…]
Did you know that if you setup a ‘Primary Contact’ in the Supplier or Customer record, the ‘Contact’ field is automatically filled in when you create a new invoice? You have to have a contact, with and email address, to be able to emails invoices & statements, so this default makes that much easier. For Read more about Quick Tip: Default Contacts[…]
There is a new feature in Sage Financials that makes it really easy to add a new user. BUT you MUST be logged on as the full System Administrator to perform this function. Otherwise you will get this error – the message is a bit deceptive as you will still see if if you DO have Read more about Adding Users to Sage Financials[…]
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[…]
Tax Postings in Sage Financials ‘Tax Breakdown’ is the key to how VAT is handled in Sage Financials. In a previous article I went over how Tax is configured in Sage Financials, so let’s look at how Tax Breakdown works when you process invoices. Each Invoice Line Item has a Tax Treatment and a Tax Read more about How does Tax Treatment impact your VAT Return?[…]
Tax handling in Sage Financials has been designed for the global market – so it can be configured to work in any country in the world. And a single Sage Financials instance can use multi-legislation for different companies based in different countries. This flexibility means there is a degree of complexity you might not find Read more about How Tax is handled in Sage Financials[…]