Below you will find a number of examples of assistance we have provided in recent times. These are just some of the ways in which we have assisted users of Sage products during the past few months. If your own issues are not listed, don't worry, as we can still help!
Sage report required to show stock sales by customers for non-discontinued stock lines
Advised on best method to record stock lines that have been discontinued, then used report designer to develop existing report to take the discontinuation into account.
Sage departmental analysis required configuration and advice
Discussed the requirements of the analysis, and devised the best practice method of department set up, then configured appropriately, showing client how to set up in the future.
Sage 50 required to work with multiple currencies
Advised client on configuration options and advised on various issues that can arise from trading in foreign currency, and then assisted with configuration and advised on multiple account use that is required.
Sage 50 order processing set up
Discussed client's order processing requirements and internal procedures, then provided overview of the processes required and provided on-line training to a number of users. Provided written documentation of the processes for future use.
Correction of sage entries
Helped client to correct a transaction that had been misposted, bank reconcilled and VAT reconcilled.
Sage Cash Accounting
Advised client on reprocussions of using cash accounting method within Sage 50 and advised on preparation required to move to cash accounting from invoice basis. Completed configuration for client.
Sage projects
Assisted client with configuration of Sage 50 project accounting module to provide him with profitability reports for each of the jobs worked on. Created various reports to assist with month end Work in Progress calculations.
Sage data corruption errors
Client reported 4 errors in their sage data files. Reviewed these errors and advised we should be able to fix these. Ran through numerous clean up methods and was able to reduce error count to zero without data being sent to sage.
Sage transaction volume - system was slow due to numbers of transactions
Discussed with client and agreed procedure to remove various data in order to speed up the software created archive copy of data and ensured backup files were available, and proceeded with transaction clear up, resulting in massive improvement in speed and response from the system.
Managers profit report required
Created management profitability report per manager within a construction company, using Sage 50 and Sage Job Costing.
Chart of Accounts
Assisted client with creation and amendment of a new chart of accounts layout to provide management reports to work alongside the normal profit and loss reports.
Multi company set up
After losing a hard disk to drive failure, we assisted a client with the re-installation of the Sage 50 product, and set up multi company for the client and restored their data. This included using the first set of data as a template for a blank set of data for their second company.
Bank Reconcilliation
Remotely trained two users on how to reconcille their bank accounts within Sage 50.
Year End
Helped a client through their year end procedure, and provided written instructions on completing the year end procedure in future.
VAT Return
Assisted client with running and checking their VAT return, and reconcilling any differences, including posting adjustments to resolve processing errors.
User access
Assisted a client with the configuration of several new users, including limiting their access to certain parts of the program, making sure all sensitive data was no longer available to those users.
Change of year end
Assisted client with change of year end date, including processing this change for them, as their version of the software could not run this routine.
Development of add-on reporting system
Report designer was unable to produce a specific report. Designed an add on database that extracted live data from Sage 50 and then produced the reports they required on an as-required basis. Included further development for various other reports that could not be directly done within sage.
Deleting old customers and suppliers
Assisted client with removal of customers and suppliers that were no longer active, including clearing down aged transactions and ensuring an archived copy of the data was available for review.