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Sage Tips and Advice

Are you using Sage to its full potential?

Whatever the size of your business, we’ve got software and services to meet your needs. Our monthly e-bulletin will give you free advice to help you understand some of the features of your SAGE software.

Terms have not been agreed

Do you get the annoying message ‘Terms have not been agreed’ when you set up a new customer or supplier account on Sage? If the answer is yes, click ‘new customer’, then ‘credit control’; at the bottom left hand corner, tick ‘terms agreed’ then click ‘save’. To save time you can highlight all customers by selecting ‘swap’ at the bottom, click ‘batch change’ then ‘credit control’ as above.

Bank Reconciliations

Sage can save your bank reconciliations already performed; creating an audit trail of what has been reconciled. Click ‘settings’ then ‘bank defaults’; in the general settings at the top, tick ‘create bank reconciliation PDF’ then click ‘save’.

Transactions post Year End

Your year end has passed but you have not yet ran the financial year end, so you continue to get the message ‘Date entered is outside the current financial year’ when entering transactions post year end.  Whilst waiting for the financial year end to be completed you can click ‘settings’ then ‘company preferences’; in the parameters tab tick ‘pause outside financial year message’.  Selecting the ‘pause this message’ checkbox allows the user to post to the current financial year and the next financial year only.  Posting to any other year still displays the message.

Hot Topic – SAGE E-Banking

The e-banking options allow you to: * make e-payments so that you can pay your suppliers directly from you actual bank account * check your online bank statement against the bank statement generated by your Sage software * import transactions sent by your bank, so that you can reconcile your bank transactions with your Sage 50 Accounts records. Before you can start using the e-banking options, you must first contact your bank. 

Most major banks now have software that is compatible with your Sage software. Once you have contacted your bank and installed their banking software, you must set up Sage 50 Accounts to enable the e-banking options.  To do this click ‘settings’ then ‘bank defaults’; in general settings at the top, tick ‘enable e banking’, then click ‘save’. All supplier accounts will need updated with the correct bank account details; you must ensure ‘online payments’ is ticked.

Our tips and advice offers you practical tips that can help you manage and understand your business software. If you have any questions and would prefer to speak to us, please contact David Scott on 01228 711888 or email

Posted: February 5th, 2011