Sage FAQ's
Refund Customer Credit Note
1. On the customer account raise an invoice for the gross amount with a T9 tax code to the suspense nominal account.
2. Go into Bank -> Customer, select the customer and pay both the invoice and the credit note. This will clear the customer account.
3. Enter a bank payment for the gross amount with a T9 tax code to the suspense nominal account.
The above applies if you are on Standard VAT Accounting, if you are on VAT Cash Accounting, the transactions need to be entered with the appropriate tax code, net and tax amounts.
Refund Supplier Credit Note
1. On the supplier account raise an invoice for the gross amount with a T9 tax code to the suspense nominal account.
2. Go into Bank -> Supplier, select the supplier and pay both the invoice and the credit note. This will clear the supplier account.
3. Enter a bank receipt for the gross amount with a T9 tax code to the suspense nominal account.
The above applies if you are on Standard VAT Accounting, if you are on VAT Cash Accounting, the transactions need to be entered with the appropriate tax code, net and tax amounts.
User Name is Already in Use / Cannot Access YYY because XXX is logged in
Typically, when you get this message you will be asked if you want to remove the user from the request list. If you are asked this question, simply answer Yes and you'll be able to continue.
An alternative solution is to go in the data folder for your sage data (the default folder for versions prior to 14 is c:\program files\sage\accounts\accdata for v14, the folder is c:\documents and settings\all users\application data\sage\accounts\2008\company.000\accdata on XP and c:\programdata\sage\accounts\2008\company.000\accdata. In the data folder, you will find a file called QUEUE.DTA - delete the file and you should be able to get back into Line 50. If you have a multi user version of Line 50, you should only delete this file if you are sure that no-one else is using Line 50.
Changing the Financial Year Start Date
Sage's Financial Year Start and End dates are fixed in the program so, if you need to change the date you have the following choices:
1. If you have a newer version of Accounts Pro (or Financial Controller as it was called), the date can be changed by going to Settings -> Financial Year.
2. If you have an earlier version of Line 50 or if you have Instant, you have the following choices:
a) Send the data to Sage to get them to change the date. Sage charge around £249 for this service with a turnaround of 24 hours.
b) A cheaper alternative is to send the data to a Sage Business Partner/Developer and get them to make the change for you, at least one of the developers listed in the Services Available Forum offers this service at a fraction of the cost of Sage doing it
c) Finally, you could export all of your data, rebuild the data to remove all transactions, change the date and then import transactions again although this option is by far the most complex and should only be attempted if you have very few transactions and know exactly what you are doing.
How does Line 50 determine where it's data files are stored
The data files are stored in a file called COMPANY which can be opened in Notepad. The file is stored in different folders depending on the version of Line 50 as follows:
1. Prior to v14 (2008), the COMPANY file was stored in the program installation folder (default is c:\program files\sage\accounts).
2. For v14 (2008) the file is in the folder c:\documents and settings\all users\application data\sage\accounts\2008
3. For v15 (2009) the file is in the folder c:\documents and settings\all users\application data\sage\accounts\2009
The paths above apply to Windows XP, for Vista, replace c:\documents and settings\all users\application data with c:\programdata.
By editing the COMPANY file, it is possible to change the folder that is used to store the Sage data.
Allocating Invoices, Credit Notes and Payments on Account if you are on VAT Cash Accounting
If you are on VAT Cash Accounting, neither Sage 50 or Instant will allow you to allocate an Invoice to a Credit Note if the tax codes do not match. To overcome this and to allow the allocation to take place, do the following:
1. Go into Error Corrections and change the tax code on either the invoice or credit note so that both tax codes match. This does not change the VAT amount so has no effect on your accounts.
2. Allocate the transactions as normal.
3. Go back into Error Corrections and change the tax codes back to what they should be.