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[…]

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?[…]