Export files from Sage Financials

Export files from Sage Financials with an easy to access result Sage recommends exporting files using the Salesforce ‘Data Export’ function. But the problem is it retains neither the file name nor the file extension, so a file named ‘DOC_PUN-000000020.pdf’ which will open up in Acrobat will end up being called ‘a2i3z000005CZeFAAW’. And then to find Read more about Export files from Sage Financials[…]

An internal server error has occurred

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[…]

Salesforce Platform options for your accounts

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[…]

Product Focus: Sage Financials Cloud Archive

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[…]

Product Focus: Mark Paid

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[…]

**All New** Bank Reconciliation in Sage Financials – how does it work?

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?[…]