Accounts

Customer statements

Statements are a great way to let your customers know if they are missing an invoice etc and remind them of any outstanding balances.

It is very easy to create statements for your customers at any time using the Customer module.

Create Customer Statements

1. Click Customers and select the customers you require.
2. From the right-hand side of the toolbar, click Statements.
3. Click Layouts, then select the statement layout you want to use. Please note – Select an “All items” layout to print statements for customers who don’t currently owe you anything.
4. Choose the method you would like to use to generate the statement:

• Preview – Displays the statement on screen.
• Print – Prints a copy of the statement.
• Save to file – You can save your reports and layouts as a file on your computer to access later.
• Microsoft Excel – You can send data to compatible versions of Excel from many of the Sage Accounts windows, just look for the ‘Send to Excel’ buttons.
• Emails – ‘Send documents by email’ through Microsoft Outlook or webmail.

5. Enter the date range you want, and you can also tick to exclude later payments.
6. Click OK.

Memo if you want to select multiple records.

• Window selection style – (Default setting) Use the shift and Ctrl keys to select multiple records.
• Sage selection style – click each individual record to select them.

To change the different selection method

1. Click Tools then click Options and click Environment
2. Click the required List selection style and then click OK.

If you would like help sending out customer statements or customising a layout or need any other help with your Sage Accounts, please contact us

Payroll

Advance Holiday Year Wizard

When you reach the end of your holiday and/or absence year, it is easy to advance the year.  This updates the balance for the new year based on your settings.

Method

You must take car to advance the holiday year correctly, and at the correct time.  When you advance a holiday or absence year you can only undo this by restoring a backup.

Before you change the holiday or absence year end we recommend you take a backup.

1. On the toolbars, click Wizards then click Advance Holiday Year then click
2. To advance the absence year, select the Advance check box.
3. To advance the holiday year, select the Advance check box.
4. Check the dates are correct.
5. Click Finish the click OK.

If you need to return to before you advanced the year for any reason restore a backup to the required point.

If need help setting up a holiday scheme, advancing a holiday or absence scheme or need any other help or advice with your payroll, please contact us

We can also provide a remote access service where we can directly link into your computer to help you resolve your Sage Accounts or Payroll problems.

Accounts

Memorise Journals

Is there a journal or journals you need to enter every month such as a month end accounting journals or a salary journal.  If you have entries that you post regularly you can use the Memorise and Recall options to save you time and prevent mistakes.

Memorise the Journal

1. Nominal Codes > Journal entry
2. Enter the information as normal into your journal, but before you click Save, click ‘Memorise’.
3. Filename* – enter a file name.
4. Description – enter a description of the journal eg Monthly Wages
5. Click Save.

Recall Journal

1. Click Recall.
2. Scroll down the list of saved journals till you find the one you want then click Load.
3. You can the date, amend the Reference or department or details, change a nominal code or a debit or credit.
4. You can add or delete lines by using F7 to insert a line and F8 to delete a line.

Memo: remember the journal must balance before you can save it.

Editing Memorised Journals

You can edit memorised journals if the information is changing on a permanent basis.

1. Click Recall.
2. Scroll down the list of saved journals till you find the one you want then to make the changes to and make a note of the exact file name, then click Load.
3. Amend the journal as required, then click ‘Memorise’.
4. Use the same file name as noted in point 2.
5. Click yes to the message ‘Overwrite Contents’ and your changes will be saved.

Memo: If you have got ‘Copy skeleton journal values’ ticked in ‘Company Preferences’ > ‘Parameters’ you can save the Debits and Credits on you memorised journal.

If you would like help setting up memorised journals or need any other help with your Sage Accounts, please contact us