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[…]

Sage Financials: what now?

Sage Financials: what now? The news that Sage are no longer selling Financials will come as a blow to many users who have invested heavily in both consultancy costs and the time to learn a new system. Though Intacct may be a great product it can never offer the ease of integration with Salesforce that Read more about Sage Financials: what now?[…]

**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?[…]

Product Focus: Drill Down Trial Balance

Its always a nightmare at the end of year when you are trying to work out why the figures just aren’t quite right. Hours of time can be wasted chasing around a few pounds, and it ALWAYS turns out to be something really simple! The Drill Down Trial Balance is a tool to relieve some Read more about Product Focus: Drill Down Trial Balance[…]

How Tax is handled in Sage Financials

How Tax is handled in Sage Financials

Tax handling in Sage Financials has been designed for the global market – so it can be configured to work in any country in the world. And a single Sage Financials instance can use multi-legislation for different companies based in different countries. This flexibility means there is a degree of complexity you might not find Read more about How Tax is handled in Sage Financials[…]