Accounts

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.

Accounts

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. 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.
      4. Click Save the click Close.
      5. Repeat the above steps for any other bank accounts as required.

Post a payment or receipt and bank charge

1. 1. 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.

Payroll

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.

Accounts

Creating new business letters

It is now even easier to create your own letters to send to customers and suppliers direct from Sage 50 Accounts. You can download and restore a letters only backup, then you can use the new templates to enter your own content.

The letters only backup

1. Before restoring the letters only backup it is recommended that you take a backup of your data.
2. Go to Help > Help centre.
3. Type in 41232 – there will then be a link to Download the letters only backup. Depending on your web browser, it may automatically download to your Downloads folder.
4. On the menu bar, click File > Restore.
5. Click Browse then browse to the location of the letters only backup.
6. Locate and click ‘Letter_only.001’ then click ‘Open’.
7. Click OK >Yes
8. Click OK, enter your logon name and password.
9. Click OK.

 
Create a new letter

1. Click ‘Customers’ or ‘Suppliers’
2. Click ‘Letters’ then click ‘Letters’.
3. Click ‘Customer Letter Template’ or ‘Supplier Letter Template’.
4. Click ‘Edit’ and then select ‘Please enter your text here’ text box.
5. Press Enter and then type the required text.
6. When complete, click a blank area outside the text box.
7. On the menu Click ‘Report’ and the click ‘Report Properties’
8. In ‘Report name’, enter a new name.
9. In ‘Report Description’, enter your description.
10. Click ‘OK’ then click ‘File’ then ‘Save As’.
11. Enter a file name then click Save.
12. Click File > Exit.

Accounts

Hide deleted transactions in Sage 50 Accounts

In Sage Accounts you can easily exclude deleted transactions from your lists, activity windows and reports.
 
Click the Settings menu at the top of the screen, then click Company Preferences and Parameters, then select Exclude deleted transactions check box, then click OK.
 
Note: Deleted transactions remain visible in the Transactions window so you always have a clear and complete audit trail.