Bank Reconciliation

Once you have run [Get Transactions] to pull in bank transactions using Sage Bank Feeds or a CSV import, you can reconcile the bank transactions. Getting started with Bank Reconciliation   123 Step Processing   Reconcile a Customer Receipt   Reconcile a Supplier Payment   Reconcile a Bulk Supplier Payment   Reconcile a Supplier Payment Read more about Bank Reconciliation[…]

Who Needs Paying

Who Needs Paying? You can find out which invoices are due for payment in a number of ways: From the Home page, Click ‘View Report’ from the ‘Purchases– Outstanding Invoices’ Dashboard chart (NB this will NOT show Opening Balance invoices) Choose ‘Purchases’ tab and ‘REPORTS’ sub tab. There are several reports, but ‘AP – Invoices Read more about Who Needs Paying[…]

Credit Chasing

Who owes you money? You can find out which invoices are due for payment in a number of ways: From the Home page, Click ‘View Report’ from the ‘Sales – Outstanding Invoices’ Dashboard chart Choose ‘Sales’ tab and ‘REPORTS’ sub tab. There are several reports, but ‘AR – Outstanding Invoices’ should be useful The ‘CUSTOMERS’ Read more about Credit Chasing[…]