Christmas Fix for Bank Matching filters

What is the problem? If you use the [Pay] feature to mark Purchase Invoices as paid, you generate ‘Payment to Suppliers’ journals. Using Bank Matching feature in Sage Financials you can easily use [Match] to match a payment from you bank statement to the ‘Payment to Suppliers’ journal. So far so good, but unfortunately the ‘Filter Read more about Christmas Fix for Bank Matching filters[…]

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[…]

Sage Financials Reporting Explained – Sage Intelligence

This is the third article in the series FIVE different reporting technologies included in Sage Financials. Key Financial Reports Salesforce Reports Sage Intelligence Einstein Analytics Financials Reporter   Sage Intelligence Sage Intelligence is a separate cloud based application that gives great flexibility to create the kind of reports your accountant will love, as well as Read more about Sage Financials Reporting Explained – Sage Intelligence[…]

Sage Financials Reporting Explained – Salesforce Reports

This is the second article in the series FIVE different reporting technologies included in Sage Financials. Following on from the first article on Key Financial Reports, this article is a primer for Salesforce Reports. FIVE different reporting technologies included in Sage Financials Key Financial Reports Salesforce Reports Sage Intelligence Einstein Analytics Financials Reporter Getting to Read more about Sage Financials Reporting Explained – Salesforce Reports[…]

Sage Financials Reporting Explained – Key Financial Reports

Sage Financials gives you no less than FIVE different reporting technologies: Key Financial Reports Salesforce Reports Sage Intelligence Einstein Analytics Financials Reporter Each one has its own unique benefits and this is the first of a series of articles to explain how they work and what you can do with them. This is the first Read more about Sage Financials Reporting Explained – Key Financial Reports[…]

Trial Installation Guide & User Guide for Budget Grid

There are two steps to install & setup the Budget Grid Step 1 – install the managed package The Budget Grid uses a managed package which needs to be installed. You must have and up-to-date Sage Financials installed first. Follow the instructions in this video to install the Sage Financials Feature Pack by Alpha Index Read more about Trial Installation Guide & User Guide for Budget Grid[…]

Setting up Corporate Credit Cards in Expensify

Corporate Credit Card vs personal Credit Card Corporate Credit Cards can be configured at the company level, providing auto-matching etc. With personal credit cards you setup a feed but most people just scan in their receipts like cash expenses. This article is about setting up Corporate Credit Cards only. Users – Policies – Domains In Read more about Setting up Corporate Credit Cards in Expensify[…]

Issue 16: Working with a single Account for multi-companies or Supplier AND Customer

Supplier and customers are defined in Sage Financials in more than one object, and this caused some serious problems with the Account page. The good news is Sage brought in a new feature, without any mention of it in the release notes that I can see, to make this work properly. What is the Problem? Read more about Issue 16: Working with a single Account for multi-companies or Supplier AND Customer[…]

Control Balance Account in Sage Financials explained

Hidden in every Dimension record is a field called ‘Balance Account’ which has a powerful impact on the way Dimension Tags work. This can be left blank or set to a Ledger Account, and there is one special Ledger Account ‘Control Balance Account’. How does the Balance Account work, and what is the significance of Control Balance Read more about Control Balance Account in Sage Financials explained[…]

Fix Transaction Import Feed

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[…]