Report Criteria defaults to 31/12/2019

When you run a report in Sage 50cloud Accounts V26.1 and below, the date criteria defaults to run up to 31/12/2019.

As that date has now passed, you must ensure you are using the latest version of Sage 50cloud Accounts, which includes an extended date range criteria up to 31/12/2050.

To Check your version

  1. Open Sage 50cloud Accounts.
  2. On the menu bar click Help, then click About.
  3. In the Program Detail, check the version number.

If you are using v26.01 or below, you must upgrade to the latest version.

If the dates still defaults to 2019 after installing v26.02, please follow the steps below:

Date still defaults to 2019

 If the date still defaults to 2019 after you install the update, it is recommended that you follow the steps below.

Standard Reports

Restore the ‘reports and layouts only backups’ (this can be found by visiting Sage’s online help centre and going to article 45577).  This will refresh the default reports and layouts in your software without overwriting your data or customised documents.

Customised reports

If the issue occurs on reports or layouts that have been customised, you must follow the steps below:

  1. Select the document you want to amend, then click Edit.
  2. Click Report, then click Criteria.
  3. Select your date criteria, for example INVOICE_DATE, then click Modify.
  4. Select Present, from the Status drop-down.
  5. Click OK.
  6. Select the date criteria, then click Modify.
  7. Select Enable, from the status drop-down.
  8. Click OK, then click OK.
  9. Click File, then click Exit.


Managing departments and cost centres

There may be times when you need to analyse a group of employees, and the various parts of their pay.  For example, to run a report that shows a breakdown of the wages across the different departments/offices in your business.  To do this, simply create your departments and cost centres, then assign them to your employees.

Create a new department or cost centre

  1. Click Company, then click Settings.
  2. Click the Analysis
  3. Enter the required information in the Ref. and Name boxes, then click OK.

Assign an individual employee

  1. Double-click the relevant employee, then click Analysis.
  2. Click the downward arrow next to Department or Cost Centre and choose the relevant department or cost centre
  3. Click OK, then click Save.

Assign a group of employees

  1. Select the required employees.
  2. Click Tasks then click Global Changes
  3. Click Departments, or click Cost Centres.
  4. Click Assign Employee(s) to Department or Assign Employee(s) to Cost Centre.
  5. Select the relevant department or cost centre you want to apply to the employees.
  6. Click OK, then click Yes.
  7. Click OK.

Remove a department or cost centre from employees

  1. Select the relevant employee(s).
  2. Select Tasks then click Global Changes.
  3. Click Departments or click Cost Centres.
  4. Click Assign Employee(s) to Department or Assign Employee(s) to Cost Centre.
  5. Select No Department or No Cost Centre.
  6. Click OK, then click Yes.
  7. Click OK

Delete a department or cost centre

  1. Click Company, then click
  2. Click the Analysis tab, then select the department or cost centre to be deleted.
  3. Press F8 on the keyboard.
  4. Click Yes, then click OK.


Refund a customer credit note

There might be times when you need to refund a customer credit note, this can be easily recorded using the Customer refund option.

  1. Click Bank accounts.
  2. Click the account you are paying the refund from.
  3. On the tool bar, click Customer refund, or on the Payments drop-down list, click Customer refund.
  4. Complete the Payee and Date boxes as required.
  5. To refund a credit note, in the Refund column for the relevant credit, enter the refund amount. If you don’t have a credit note to refund, enter the refund amount in the box at the top.
  6. Click Save.

If you entered the amount in the box at the top, click Yes to post an unallocated refund.  You can allocate this later.


Including bank charges as you post supplier payments and customer receipts

With Sage 50cloud Accounts it is possible to post a bank payment for bank charges at the same time as you post the customer receipt or supplier payment, saving you time.

Entering your bank charge settings

To start using bank charges, you must add your back charges settings to your bank account record. You can amend these settings at any time.

    1. Select Bank accounts.
    2. Double-click the bank account where you post your customer receipts and supplier payments.
    3. Click Settings, then complete the window as follows:
      • Default Charge Account – click the bank account you pay your bank charges from.
      • Note  This can be the current bank records or a different one, for example, if this is a foreign bank account but your charges are paid from your Sterling account.
      • Nominal Code – Enter your bank charges nominal code, e.g. 7901. If required click New to create a new nominal code.
      • Department – Click the department you want to post the bank charges to.
      • Tax code – The default tax code for bank charges is set to T2 by default. You can change this if required.
      1. Click Save the click Close.
      2. Repeat the above steps for any other bank accounts as required.


Post a payment or receipt and bank charge
      1. Select Bank accounts.
      2. Click Customer receipt or Supplier payment as required.
      3. Enter the receipt or payment details as normal.
      4. Against the required invoice, click the Bank Charge column then enter the bank charge amount.
        • If you are using Foreign Trader, the Cur column shows the bank charge currency.
      5. Click Save 

This posts a sales receipt or supplier payment, plus a bank payment to represent the bank charge. You can view the bank charges from within the customer and supplier records.



Background Updates

To ensure your Payroll software is always up to date, Sage can automatically download and install updates and fixes for you. These install while your software is closed, which means you don’t have to do anything.

To check you have background updates enables:

  1. In Sage 50cloud Payroll click Tools, then click Background Updates.
  2. Select the Turn on the Background Updates (recommended) check box.
  3. Click OK.

From time to time, you may still receive automatic updates that will require you to take action to install.

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