Posts Tagged ‘ Sage Additions ’

Sage 50 Add-On – Invoice CSV Import

This is the fourth in my series of blog posts highlighting add-on products which tackle regularly requested extra functionality to improve your Sage 50 experience.

When companies start to use Sage 50 for their accounting, they quite often already have well established routines and systems for creating customer invoices, and it is not always appropriate to change their system in order to utilise Sage’s invoice-raising tools and templates.  If this is the case, you still need to move your invoices into Sage in order to keep a complete financial record, so a direct import of these invoices is often the best option, removing the need to re-key in large quantities of data, and also reducing the chance of user error.

The Sage 50 Invoice CSV Import tool allows you to import invoices into the Sage 50 invoice module from a CSV file.  This is different from the import options that comes as standard in Sage, as these just allow transactions to be imported into the ledgers, by-passing the invoice module totally.

The column headings in the CSV file are used to define the fields into which the data can be imported,  and multi line data can be imported into the Service Text field if required.  The CSV file contents are displayed before the import takes place, along with any error messages, to help with error checking and to ensure that you end up with a clean import.  New template CSV files can be created by selecting fields from a list of available field names, to help ease the set-up process.

The program works with Sage 50 versions 8 to 18 (2012) and costs £99 + VAT for a company-wide licence. If you want to take a look for yourself, request a free trial of the software.

To see the other posts in my Sage 50 Add On series, take a look at the posts tagged with Sage Add-On.

Sage 50 Add-On – Payment Allocation

This is the third in my series of blog posts highlighting add-on products which tackle regularly requested extra functionality to improve your Sage 50 experience.

Do you ever have the problem when you run an age debtors report that there are customer accounts with a Nil Balance, but they still appear on the report?  This is due to payments or credit accounts not being allocated to one another, and will mean that if you do a clear audit trail after a year end these transactions will not be deleted.

I have a couple of clients who take Sage Pay payment in advance for products, then process the order when the products are available and produce the invoice once the goods have been despatched. This means the Receipt is entered into the accounts before the Invoice – and once the invoice is posted you have to remember go to the receive payment window and match the payment to the receipt.  This is both time consuming and easy to make a mistake.

The Adept Sage 50 Payment Allocation program will automatically match these payments for you, and also works on the purchase ledger.  There are options to match all accounts or only specified accounts; date criteria can be set, and options to ignore certain transaction types or to only process accounts with zero balances.

The program works with Sage 50 versions 8 to 18 (2012) and costs £99 + VAT for a company-wide licence. To take a look for yourself, request a free trial of the software.

To see the other posts in my Sage 50 Add-On series, take a look at the posts tagged with Sage Add-On

Sage 50 Add-On – Back to Back Ordering

This is the second in my series of blog posts highlighting add-on products which tackle regularly requested extra functionality to improve your Sage 50 experience.

Many companies don’t keep stock of the items they sell, but take orders but then arrange for the goods to be shipped direct to the customer when an order is received.  I had a request to allow a sales order to be taken in Sage, but then to create a purchase order from it to send to the supplier, with pertinent information transferred from the sales order to the purchase order.  Creating these purchase orders manually can cause room for errors and feels like duplication.

The Adept Back to Back Ordering program allows you to select from a list of sales orders or sales invoices and create the purchase orders needed to satisfy the customer’s requirements.  The customer’s delivery address is carried over seamlessly and then the sales order or invoice is marked as ‘processed’, to prevent attempts to process the same order twice.

This prevents the need for manual duplication and keying in errors, and if a product is always purchased from the same supplier you can indicate this, with the preferred suppliers being listed on product codes.

The program works with Sage 50 Pro and Financial Controller versions 8 to 18 (2012) and costs £199 + VAT for a company-wide license. To take a look for yourself then request a free trial of the software.

Sage 50 Add-On – Adept Sage 50 Code Changer

This is the start of a series of blog posts to highlight Sage Add-On products which have proved particularly popular with Silicon Bullet’s clients.

Have you ever been in the situation where you have mis-typed a product code, or a sales or purchase ledger account code, but you have not realised until after you have saved your first transactions to the account?  You are then stuck with this incorrect code, or even if you edit transactions to move them to a new corrected code, you still can’t delete the incorrect code due to there being transactions showing on the account, even if these are deleted.

This is something I have encountered in many places where I have given Sage training, and when I take on a new bookkeeping client there can quite often be a mismatch of codes due to companies changing names, or product descriptions changing slightly, which just make the accounts look a bit messy.

The Adept  Sage 50 Product and Account Code Changer is a simple add-on which allows you to edit account codes, product codes or even fixed asset codes (although almost none of my clients seem to use this last option).  The beauty of it is that the transaction or stock history is fully retained and is moved seamlessly to the newly named code.

The Add-On  has a CSV input facility for people who want to change a large number of codes in one go. This is particularly useful for companies who, with the benefit of hindsight, have decided that they could have designed a better coding structure for their products.

The program also has a test mode (untick the Update box) which allows you to see what the program will do without actually making the changes. This mode is available in the trial as well so you can see fully what effect the changes will have before you go ahead with them.

If this add-on appeals to you then please request a free trial of the software.  It works with Sage 50 versions 8 to 18 (2012) and also with Sage Instant and Instant Plus V15 to V17.  I also have the software installed on a demonstration machine so you can see how it works before deciding if you want to purchase it.

However to prevent you from asking for the trial version and making the changes you want, then not purchasing the full product, the trial version only works with the Fixed Asset codes, just giving you a taste of what the software can do!  

Sage 50 Additions Add-On Software

Sage 50 is a great product which is very reasonably priced for a small company to use for all their accounting requirements, and if you have Sage 50 Accounts Professional, you have stock control functions and sales and purchase order systems available to use, too.

Quite often, though, when I’ve been installing Sage at a client site, I’ve found that there is just one little bit of functionality which does not come as standard with the software, but which would make your job so much easier.

That is where Sage Additions come in.

Sage Additions

Many Sage Developers have created add-on products which can seamlessly add great functionality to your existing Sage software.  And if the functionality you need has not been created, it is worth getting in touch with them to suggest what you need, as it may be something they could develop in the future.

We have worked with a couple of Sage Developers in the past, whose knowledge of Sage software is fantastic, and who have been able to make our clients’ Sage Software work just that little bit better.  If you wish to be put in touch with our contacts then please do get in touch with us.

I will be doing some reviews of add-on products which have proved particularly useful to my clients in future posts.

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