'Use Card Id' or 'Use Bank & Card Id – blank Bank is OOP' Your policy is setup with ‘Corporate Card Handling’ set to 'Use Card Id' or 'Use Bank…
Your policy is setup with ‘Corporate Card Handling’ set to 'Use Bank & Card Id'This means if the 'Bank' field in the Expensify Expense is blank the 'Reimbursable' field is…
Tax Postings in Sage Financials ‘Tax Breakdown’ is the key to how VAT is handled in Sage Financials. In a previous article I went over how Tax is configured in…
The Salesforce Platform? Sage Financials was built on the Salesforce Platform, so you are already familiar with many of the features of the platform: the reporting, approvals, emailing, the navigation &…
There are thousands of accounting packages out there, but I’ve put together a shortlist for Sage Financials users in the unenviable position of having to find a new solution in…
Sales Invoicing Create a sales invoice Emailing Invoice Sales invoice Receipt: see Bank Reconciliation, (Reconcile a Customer Receipt) Credit notes Netting-off Credit Notes see: Credit notes (Raise a Credit Note against a PAID invoice) Payment on account…
Sales Invoicing Create a sales invoice Emailing Invoice Sales invoice Receipt: see Bank Reconciliation, (Reconcile a Customer Receipt) Credit notes Netting-off Credit Notes see: Credit notes (Raise a Credit Note against a PAID invoice) Payment on account…