VTSL Support Page

Sales Invoicing

Purchase Invoicing

  • Create Purchase Invoice
  • Who needs paying
  • Pay Purchase Invoice
  • Remittance Advice (“Email remittances when a payment is entered” and “Re-send remittances”)
  • Credit notes
  • Reconcile payment with Bank see:  Bank Reconciliation(Reconcile a Supplier Payment)
  • Netting-off Credit Notes see: Credit notes (Raise a Credit Note against a PAID invoice)
  • Debit Card purchases see: Bank Reconciliation(Reconcile a Supplier Payment without an Invoice: 1 step processing)
  • Petty Cash purchases (use Bank Rec Purchase with ‘Bank Account’ set to ‘Petty Cash’)
  • Credit Card purchases (create a Purchase Invoice for all the items in your Credit Card Statement, then use Supplier Payment to pay the card off)

Bank Reconciliation

Payroll

VAT Submission

Loans

Manual Adjustments

Basic Admin functions

  • Add new user This ‘knowhow’ article explains how to add users and all the security settings associated with users
  • Create users This is a link to the Sage Help

Rebuild Ledger – before running…

Disable Process builder:
Process to Update paid Invoice

Disable Validation Rule on Ledger Entry:
Prevent_VAT_processed_Ledger_Entry_edit

REMEMBER TO RE-ENABLE AFTER ReBuild

Sage Help Resources

Sage Financials Help

Sage Partner Forum Here you should join the ‘Sage Financials’ Group and this is where you can raise cases.

Sage University: go here for a range of online courses.
To register for the first time, register here: and follow through the ‘New to Sage University’ – ‘Select a Product’ – ‘Create a Profile’

Raising a case:

Before raising a case make sure you have Granted Sage permission to log in.

How to raise a case

Use this template and fill in all the fields when you raise a case with Sage:

Salesforce Org ID: 00D20000000JjHD
Support Access Granted for admin: YES
Support Access Granted for affected user (if applicable):
Knowledge article(s) reviewed: YES
Company affected: VTSL
User Affected:
Users not impacted by this:
Example Transaction/Journal (if applicable):
Is system still usable:
Steps to recreate and outcome:
Error details (if applicable):
Replicated in a Demo Org:
Date of first occurrence:
Impact to the Business:
Severity (High/Med/Low):
Your mobile number if severity is High:

 

 

Sage-Financials-know-how-logo SMALL

Sage Financials knowhow is owned by Alpha Index and is independent of Sage

Increase sales by managing your pipeline in Salesforce

Why bother?

Let me ask you two questions:

  • If I can make your finance department 10% more efficient, what difference would that make to your business?
  • But if I can make your sales department 10% more efficient, now that would make a difference to your business – right?

If you already use Salesforce, has it made your sales team more efficient? If not, how could you achieve it? And if you are thinking of Salesforce, how can a CRM make your sales team 10% more efficient?

The key for any successful CRM project is to
HELP your sales people do their job BETTER

Productivity

In the last 10 years we have seen the most remarkable technological revolution:

  • Mobile smart phones
  • Cloud Computing
  • Business Intelligence
  • Artificial Intelligence

But productivity in the UK has flat-lined. I believe poorly implemented IT solutions have a significant part to play in that under performance. People are resourceful, if a system doesn’t work right they find ways around it, they muddle along. But ‘muddling along’ is not good enough. To avoid this you need a clear vision of what is going to make a real difference to your business and then concentrate 100% on delivering it. Though there are many exciting AI developments for sales, but for most companies, what will make a real difference is much simpler:

 

The only thing that will increase your sales is the ACTIONS of your SALES TEAM.

the calls they make
the emails they send
the companies they visit

Pipeline & Actions

By giving your sales team a simple way to manage their pipeline, they can concentrate on winning those deals, confident they are on top of all their opportunities. When they sit down on Monday morning, they can get started right away on selling, rather than messing around on their computers. We believe you can manage your pipeline in Salesforce with a single List View that gives access to the key parameters to prioritise activities:

  • Next Activity
    This gives visibility on meeting or calls you have committed to, as well as showing opportunities without a follow up plan
  • Last Activity
    This shows opportunities that are due a call
  • Deal value
    Larger deals are more important than smaller deals
  • Stage
    How the opportunity is progressing along through your sales process

By giving your sales team a single List View that can be sorted by these parameters, they are free to sell creatively without loosing sight of their pipeline. You really can help them do their job better.

 

Register for the Email Newsletter

Ideal Support Page

Sales Invoicing

Purchase Invoicing

  • Create Purchase Invoice
  • Who needs paying
  • Pay Purchase Invoice
  • Remittance Advice (“Email remittances when a payment is entered” and “Re-send remittances”)
  • Credit notes
  • Reconcile payment with Bank see:  Bank Reconciliation(Reconcile a Supplier Payment)
  • Netting-off Credit Notes see: Credit notes (Raise a Credit Note against a PAID invoice)
  • Debit Card purchases see: Bank Reconciliation(Reconcile a Supplier Payment without an Invoice: 1 step processing)
  • Petty Cash purchases (use Bank Rec Purchase with ‘Bank Account’ set to ‘Petty Cash’)
  • Credit Card purchases (create a Purchase Invoice for all the items in your Credit Card Statement, then use Supplier Payment to pay the card off)

Bank Reconciliation

Foreign Currency handling

Payroll

VAT Submission

Loans

Manual Adjustments

Basic Admin functions

  • Add new user This ‘knowhow’ article explains how to add users and all the security settings associated with users
  • Create users This is a link to the Sage Help

Sage Help Resources

Sage Financials Help

Sage Partner Forum Here you should join the ‘Sage Financials’ Group and this is where you can raise cases.

Sage University: go here for a range of online courses.
To register for the first time, register here: and follow through the ‘New to Sage University’ – ‘Select a Product’ – ‘Create a Profile’

Raising a case:

Before raising a case make sure you have Granted Sage permission to log in.

How to raise a case

Use this template and fill in all the fields when you raise a case with Sage:

Salesforce Org ID: 00D58000000dBd8
Support Access Granted for admin: YES
Support Access Granted for affected user (if applicable):
Knowledge article(s) reviewed: YES
Company affected: Ideal
User Affected:
Users not impacted by this:
Example Transaction/Journal (if applicable):
Is system still usable:
Steps to recreate and outcome:
Error details (if applicable):
Replicated in a Demo Org:
Date of first occurrence:
Impact to the Business:
Severity (High/Med/Low):
Your mobile number if severity is High:

 

Sage-Financials-know-how-logo SMALL

Sage Financials knowhow is owned by Alpha Index and is independent of Sage

Xenogenix Support Page

Sales Invoicing

Purchase Invoicing

  • Create Purchase Invoice
  • Who needs paying
  • Pay Purchase Invoice
  • Remittance Advice (“Email remittances when a payment is entered” and “Re-send remittances”)
  • Credit notes
  • Reconcile payment with Bank see:  Bank Reconciliation(Reconcile a Supplier Payment)
  • Netting-off Credit Notes see: Credit notes (Raise a Credit Note against a PAID invoice)
  • Debit Card purchases see: Bank Reconciliation(Reconcile a Supplier Payment without an Invoice: 1 step processing)
  • Petty Cash purchases (use Bank Rec Purchase with ‘Bank Account’ set to ‘Petty Cash’)
  • Credit Card purchases (create a Purchase Invoice for all the items in your Credit Card Statement, then use Supplier Payment to pay the card off)

Bank Reconciliation

Payroll

VAT Submission

Loans

Manual Adjustments

Basic Admin functions

 

Salesforce How To…

Hide Section - Induction informationInduction information

Introduction to Salesforce

Here are some videos to introduce you to Salesforce

Navigating around Salesforce in Lightning Navigating Salesforce Lightning

This video shows how you can use Salesforce Lightning to manage your pipeline, including the Kanban view Managing your Pipeline

List Views are a key way for you to find and organise your data Using and Editing List Views

Reports and Dashboards are a great way to visualise your data Using Reports and Dashboards

Creating reports is for more advanced users, but give a great way to analyse your data
Go to ‘Reports’ and click [New Report] to Create a report in Salesforce

Configuring your Email

You need your Email Address and a Password to log onto Outlook before doing this configuration
First, setup Salesforce to send emails through Outlook. Watch this video which shows you how to configure Salesforce to send emails through Outlook Configure Salesforce to send emails

Emails you send or receive through Outlook can be linked back into Salesforce to keep a full contact history
You first need to configure Outlook365 by logging on through your browser, and then you can use Outlook on your desktop
This video shows you each of the steps Configure Outlook to work with Salesforce

Getting Help

Click on the ? menu at the top right of the screen in Salesforce to get a summary of help available.

Google is a great place to find answers

The following is a Salesforce site that collates Lightning Videos. It should contain up-to-date videos as they become available SFDC Lightning How ToHide Section - Administration functions

Administration functions

How to add a new user

If a Member of staff leaves, don’t just update their name with a new user, set them to Inactive first.
If a new member of staff has replaced someone, deactivate the old user first to keep within your license limit. Then add a new user.
If you have an extra member of staff, you will have to contact your Account Executive at Salesforce to purchase an additional license.
This video shows you how to deactivate the old user and add a new user: Add a new user

You may also need to transfer their Accounts and/or Opportunities. Accounts can be transfered using Mass Transfer Transfer

Or you can go to the ‘Mass TEO Transfer’ tab to transfer just the Open Opportunities and Open Tasks.

Support from your Salesforce Consultant

For further support, coaching, training or configuration, please contact: Philip Meldrum at Alpha Index Tel: +44 1273 777202

STS Support Page

Sales Invoicing

Purchase Invoicing

  • Create Purchase Invoice
  • Who needs paying
  • Pay Purchase Invoice
  • Remittance Advice (“Email remittances when a payment is entered” and “Re-send remittances”)
  • Credit notes
  • Reconcile payment with Bank see:  Bank Reconciliation(Reconcile a Supplier Payment)
  • Netting-off Credit Notes see: Credit notes (Raise a Credit Note against a PAID invoice)
  • Debit Card purchases see: Bank Reconciliation(Reconcile a Supplier Payment without an Invoice: 1 step processing)
  • Petty Cash purchases (use Bank Rec Purchase with ‘Bank Account’ set to ‘Petty Cash’)
  • Credit Card purchases (create a Purchase Invoice for all the items in your Credit Card Statement, then use Supplier Payment to pay the card off)

Bank Reconciliation

Payroll

VAT Submission

Loans

Manual Adjustments

Basic Admin functions

  • Add new user This ‘knowhow’ article explains how to add users and all the security settings associated with users
  • Create users This is a link to the Sage Help

Sage Help Resources

Sage Financials Help

Sage Partner Forum Here you should join the ‘Sage Financials’ Group and this is where you can raise cases.

Sage University: go here for a range of online courses.
To register for the first time, register here: and follow through the ‘New to Sage University’ – ‘Select a Product’ – ‘Create a Profile’

Raising a case:

Before raising a case make sure you have Granted Sage permission to log in.

How to raise a case

Use this template and fill in all the fields when you raise a case with Sage:

Salesforce Org ID: 00D0Y000000LeRi
Support Access Granted for admin: YES
Support Access Granted for affected user (if applicable):
Knowledge article(s) reviewed: YES
Company affected: STS Bespoke Handling Equipment
User Affected:
Users not impacted by this:
Example Transaction/Journal (if applicable):
Is system still usable:
Steps to recreate and outcome:
Error details (if applicable):
Replicated in a Demo Org:
Date of first occurrence:
Impact to the Business:
Severity (High/Med/Low):
Your mobile number if severity is High:

 

 

Sage-Financials-know-how-logo SMALL

Sage Financials knowhow is owned by Alpha Index and is independent of Sage

Sales Invoice Receipt – Bank

Normally you find out a sales invoice has been paid when the payment hits your bank account. You may get a Remittance Advice, but the easiest way to handle this is through Bank Matching.

Bank Match

Choose a TYPE of ‘Customer Receipt’ and match to the required Sales Invoice Number

Universal Mail Support Page

 Sales Invoicing

Purchase Invoicing

  • Create Purchase Invoice
  • Who needs paying
  • Pay Purchase Invoice (using Mark as Paid & Bank Matching)
  • Credit notes
  • Reconcile payment with Bank (this will be replaced with the new Bank Reconciliation)
  • Debit Card purchases
  • Petty Cash purchases (use Bank Rec Purchase with ‘Bank Account’ set to ‘Petty Cash’)
  • Credit Card purchases (create a Purchase Invoice for all the items in your Credit Card Statement)

Bank Matching

Payroll

VAT Submission

Financial Reports & Consolidation

Manual Adjustments

Basic Admin functions

  • Add new user This ‘knowhow’ article explains how to add users and all the security settings associated with users
  • Create users This is a link to the Sage Help

Sage Help Resources

  • Sage Financials Help
  • Sage Partner Forum Here you should join the ‘Sage Financials’ Group and this is where you can raise cases.
  • Sage University: go here for a range of online courses.
    To register for the first time, register here: and follow through the ‘New to Sage University’ – ‘Select a Product’ – ‘Create a Profile’

Raising a case:

Salesforce Org ID: 00D1t000000ouMe
Support Access Granted for admin: YES
Support Access Granted for affected user (if applicable):
Knowledge article(s) reviewed: YES
Company affected: Universal Mail
User Affected:
Users not impacted by this: None
Example Transaction/Journal (if applicable):
Is system still usable:
Steps to recreate and outcome:
Error details (if applicable):
Replicated in a Demo Org:
Date of first occurrence:
Impact to the Business:
Severity (High/Med/Low):
Your mobile number if severity is High:

 

Sage-Financials-know-how-logo SMALL

Sage Financials knowhow is owned by Alpha Index and is independent of Sage

Installing Currency Adjustments

 

This articles explains how to install the Sage Financials Feature Pack Fx Currency Adjustments by Alpha Index. There are 3 steps to complete the installation:

Step 1: Install the Managed Package

The Drill Down TB is part of the Alpha Index Sage Financials Feature Pack Managed Package that you need to install.

The URL you need for V1.12 in your production instance is:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1r000000sX44

To install on a Sandbox use:

https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1r000000sX44

If you are unsure how to install Managed Apps, please check out this video

Step 2: Add the Tab to the Financials top-level tab bar

This will add ‘VAT Report’ as a top-level menu entry in Sage Financials.

You need to add the ‘VAT Report’ to ‘Selected Items’ in the ‘Financials’ App.

If you are unsure how to change ‘Selected Items’ in Saleforce Apps, check out this video, but instead of selecting ‘Drill Down TB’ choose ‘VAT Report’.

Step 3: Update Custom Settings

XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

All Done

 

Installing the VAT Detail Report

 

This articles explains how to install the Sage Financials Feature Pack VAT Detail Report by Alpha Index. There are 2 steps to complete the installation:

Step 1: Install the Managed Package

The Drill Down TB is part of the Alpha Index Sage Financials Feature Pack Managed Package that you need to install.

The URL you need for V1.12 in your production instance is:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1r000000sX44

To install on a Sandbox use:

https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1r000000sX44

If you are unsure how to install Managed Apps, please check out this video


Step 2: Add the Tab to the Financials top-level tab bar

This will add ‘VAT Report’ as a top-level menu entry in Sage Financials.

You need to add the ‘VAT Report’ to ‘Selected Items’ in the ‘Financials’ App.

If you are unsure how to change ‘Selected Items’ in Saleforce Apps, check out this video, but instead of selecting ‘Drill Down TB’ choose ‘VAT Report’.

All Done

After you have run your VAT Submission (under the Tab ‘Compliance) you can choose the ‘VAT Report’ tab, select the required period and view the report.

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