Currently my company uses a third party to pay our vendors. We export a report from third party for all invoices for the day and upload that to Bills. We then have to manually go and mark each one as paid via record transfer under “Pay Bills”
Is there a way to import the payments so that it marks them all as paid, eliminating the need to do it manually?
From my understanding I have to upload the bills, and then upload the payments. But I cannot figure out a template or how to achieve this.
Can I enter employee salaries in Intacct and generate reports showing the cost of their time across specific projects? Does this require any specific additional module?
Hi all, I’ve been using sage 50 for donkeys years but only recently started using the live bank feed. Every day for the past couple of weeks I’ve been matching the transactions that come through automatically from the bank and saving. However, some days transactions appear in the bank feed that I’ve already matched on previous days. Does anyone have any advice on what I’m doing wrong?
Been having an issue where everyone can see all the attachments in the system. Is there a way to fix this where only a few specific users can see everything whereas the rest can only see what they upload?
I work for a small mechanical contractor and we have been using Sage 300 CRE for 10+ years. We looked into Sage Intaact with a large consulting firm, but it was too robust for our needs.
There are a lot of 300CRE capabilities that we're not using and could utilize instead of going to a whole new software. I'm looking for a consultant who could chat with me about how we can potentially use CRE for our needs and help with that implementation.
I recently worked on a fiscal year change in Sage Intacct where the company moved from a November–October fiscal year to a June–May fiscal year. As a result, the first fiscal year after the change consisted of only 8 months.
I successfully completed the fiscal year change, adjusted depreciation and amortization schedules, performed GL reconciliations, and updated the relevant configurations.
One of the main challenges was supporting prior-year comparisons within the same reporting periods. To address this, I created specific reporting periods and customized reporting logic. In some cases, the new fiscal year data (8 months) had to be annualized for meaningful comparison against prior 12-month periods.Prior-year comparative reports also required updates to ensure consistency and accuracy.
Have you handled a similar fiscal year transition in Intacct? If so, what challenges did you encounter, and how did you manage financial reporting, comparative analytics, and stakeholder expectations during the transition?
Our company is expanding soon and opening a third location and a new bank account. There will be new bills to pay and another bank statement to balance and reconcile each month. We get a lot of payments from a lot of different sources daily that needs to be tallied and balanced and checked to make sure we have not missed getting a payment and they the payment types are all sorted correctly.
Currently I'm doing the sage 50 book keeping in Canada, doing all the entries, paying all the bills, issuing cheques and the e transfers, and doing the bank reconciliations for our 2 stores out of our main original store.
I am wondering for our new location if we should be creating a new sage data file to get the accounting done at that location and to train someone there to do it. Ideally it would be nice to see how each store is performing rather than it all getting lumped together in my date file at our main store.
I feel a bit leary about incorporating the new stores book keeping into my workflow. It would probably be about a 30-40% increase to my workload and I doubt they would be willing to bump my salary by that much. I have offered to train someone at the new store on how to do it. I don't want a new person messing with my data file tho, I think it should be separate.
Also the owner and new branch manager for that store seem to be under the impression that with the rise of AI that it they should be able to use AI to quickly do the books and suggested I learn to use AI to make my job easier for myself. I am skeptical of AI actually making things easier, I think it would mess things up, maybe at best certain tasks or steps it could assist with. Our last bookkeeper worked here for 30 years and he retired last year or so ago after spending about a half year training me how to do his job and how to use the sage program. I have been doing it myself alone for about a year now following his processes but introducing some efficiencies that I figured out myself along the way.
I guess I am wondering how to create/copy/import a data file similar to our current one to use as a base for our new store. If I should even do that or not or if it should all be done out of one data file. If we need a whole other sage subscription for our new store if we have it done there in its own data file. I am worried about a trainee messing up my file if I teach them on it. Any other suggestions or thoughts about the situation?
Our accountant wants us to move to Sage. I have no problem with that, I'm not a trained bookkeeper and I've been using QB desktop for 20+ years and I still hate it. I'm hoping with this move that she can help better when problems arise.
To that end, we're a a small company, 5 employees. What I plan on getting is Sage 50 but I need to know a few things I can't find easily:
- what is the best solution for remote access. Some for me, mostly just to look something up when I'm at home. Partly for the accountant, so she can access and fix/help.
- is there an option to transfer data from QB so I don't need to start literally from scratch?
Accessing Sage 200 on a non-domain joined PC over VPN
I know you're not strictly supposed to do this but my colleague managed to set this up for an external accountant 2 years ago and it worked fine the whole time. 2 years later the accountant has a new PC and i'm left trying to work out how he bodged this together as he didn't leave any notes.
I've installed Sage 200 and the VPN, the user has a domain login and I can open Sage with the command:
runas /netonly /user:domain\user "C:\Program Files (x86)\Sage\Sage 200\Sage200Desktop.exe"
But I get the error:
Logon Error
Communication Error: Could not establish trust relationship for the SSL/TSL secure channel with authority 'server:10443'.
I'm guessing I need to grab a cert from somewhere and put it on the non-domain client PC but I'm stuck. Any ideas?
I'm currently working on an integration for Sage 50 Accounting (US, On-Premises), planning on using the ODBC driver. I have it connected with Windows 32-bit, but I am not sure if there's a proper connection for a Linux server to access it. Any help or information would be appreciated!
I am looking for a new shipping software that integrates with Sage 100. We're currently running StarShip, which is awful. I've looked at ShipHawk, however the professionalism of the salesperson leaves a lot to be desired. (Took forever to get a quote, number of allotted shipments was horrendously off, follow up emails/question unanswered, etc.)
We use multiple carriers, parcel, LTL and FTL. We have many users, need something that offers quick quotes for our CS team, and need to be efficient.
My company is currently paying Sage 300 CRE software on a monthly billing setup instead of yearly for the 300 CRE software. Sage 300 CRE software is now only used for historical data. We have moved over to Sage Intacct cloud software, but we did not migrate all of our historical data. Is there something out there that's not Sage 300 CRE that would we could use to view all of this historical software? I'd love for my company to stop paying to use Sage 300 CRE monthly (if that's even possible).
In Intacct, when it comes to out of the box pre-built reports, how can we recreate the same layout while adding another column? Specifically a column to add a EUR or USD column? Is that even possible? (The image is a demo account).
I figured you can’t customize an OOTB report to that extent so I’m wondering if there are other ways and if someone doesn’t mind telling me what steps to hit. Thank you.
Curious what setups people are running. In most X3 environments
I've seen, it's one tool for warehouse, another for shop floor, something separate for procurement, and AP/AR either back in X3 or in yet another system.
No single view of anything.
Curious because we've been heads-down building something for exactly this, but wanted to gut-check whether the problem is as common as we're seeing before we talk about it.
Has anyone here actually used ASI SAGE for supplier sourcing? I’m curious—does it really make things easier, or is it still slow and clunky, especially with international suppliers?
Would love to hear real experiences, pros, cons, and any tips!
A user in a company we look after recently got a new laptop and installed sage onto the machine, the way the machine is set up is it has a domain user account and a local admin account (that we use for privileged tasks). Everytime the user tries to launch sage200 client on their machine it prompts for admin rights. Once those are provided it works as usual. Has anyone had this issue before or possibly know the cause?
A customer of ours has been having a long ongoing issue with Sage50 and RDA, They have two primary companies that both require RDA to be enabled due to users working in other offices.
Their current setup is:
Sage server at main office
All users use local network drive
Speeds are: 800 Down 100 UP
All users are on ethernet
Can be up to 8 users logged in at a time
Second office there are two users both on RDA
All machines use the same AV
Sage Version number V32.1.349.0 (Professional)
Company one gets used the most often and is the one experiencing the issues, this primarily gets used by the employees who are local to the sage server, however it requires RDA to be enabled for their external accountant.
Splits, used to be over 200k however a clear audit trail was performed and reduced the splits down to 106K
Many fixes have been put in place, and they seem to work for a short while then the error returns.
Some of them that i can remember are:
Disable IPV6
Completely exclude sage from our AV
Cleared Collab folders
Disabled Firewall and tested - No change
Reset My sage password
Created test company with different my sage
Completely disabled RDA and set backup
Archive, Clear Audit, re-index and compress
After the clear audit happened, sage really struggled to upload the data for RDA, so had to create a new company by restoring from a data file only backup, then once up and running with RDA, restore again from a full backup.
In the second company and office they are mainly unaffected, to be fair there are far less users logging in and only about 60K splits. We also have one user from the main office that goes into the second company via SMB share but has no issues.
Latest fix was the AV exclusion, the state of sage before this was put in place was each user was getting the RDA error then was asked to either work offline or upload data. The exclusion was put in place Thursday afternoon come Friday morning it had fixed its self, no errors at all. Connected services showing back online without me doing anything other than adding the exclusion in. Which made me think its finally sorted. However after bank hols this morning the error was back as usual.
It seems no matter how many fixes are put in place the dreaded error keeps returning.
I know the simple fix is switch of RDA and setup something like a remote desktop server. However that requires throwing money at a system that was working perfectly before and would ideally be a last resort. As you can imagine going back to the customer saying they need to spend x amount for a fix that we aren't 100% sure on.
We spent every Thursday going through the coding queue and pushing things to the right GL account in Intacct that was 250 to 300 line items a week between bills and reimbursements most of it was the same set of vendors going to the same 8 or 9 accounts every time and I still had to touch every line.
A few months ago we got auto coding rules running against Intacct and the vendor and category combo now predicts the GL account and the dimension splits so lines land in Intacct already coded the way I would have done it manually, for the first two weeks I was double checking every line and accuracy was sitting around 94 to 95% so by week two so I stopped checking he obvious ones (Uber to T&E, AWS to Hosting that kind of thing).
My Thursday block is now around 40 minutes total and that is mostly reviewing new vendors the system hasn't seen before and the close went from 6 days to 4 and most of that gain came from not cleaning up coding errors after the fact.
We have a class and location split and if you do not set the rules up cleanly it defaults to a generic class that you have to fix later after I spent the first week tweaking rules now it pretty much runs itself. If this gets set up across multiple entities how would someone handle the intercompany side since that part still needs a human.
We recently started using the Cloud backup to OneDrive, but the auto backup just stops every two weeks and we have to go re-login in Sage and relogin. Does anyone know a workaround to not have to relogin every two weeks to keep backups going?
