Sage Enterprise Management Help Series: How to create a return and do a credit note for it

In this week's blog I'll be showing you how to create a return and do a credit note for it.

Returns are done from the menu: Purchasing > Returns > Returns

Click “New”

The return lines can arise from a receipt and:

  • Be automatically initialized from the receipt lines selected from the left list.
    • Enter Site number and select the left list section “Receipt selection”. All receipts for this site will be displayed.

It can be filtered by supplier as well.

Sage Enterprise Management Help Series: Reversing a Payment

As with our other help series blogs, I have focused on an issue that is fairly common on support. Hopefully this helps and do feel free to get in contact with myself or any of my colleagues if you would like any more information. Always happy to help!

If you have ever discovered you've made a mistake on a payment which you've already posted, this is how you solve the problem:

To reverse a payment in the A/P-A/P Accounting module, open the payment you need to reverse and choose the Options> Accounting Cancellation on the right hand menu.

Jean Mostert joins the Acuity Team!

Here at Acuity, we are excited to announce that Jean Mostert has recently joined the team as our new Sage Business Cloud Enterprise Management Consultant. Having previously worked as a Sage consultant and having experience being an end-user, we are looking forward to the knowledge and experience he will bring. I wanted to take the opportunity to hear Jeans's views and visions for Acuity.

Shaun Le Roux joins the Acuity Team!

Here at Acuity, we are excited to announce that Shaun Le Roux has recently joined the team as our new Sage Business Cloud Enterprise Management Consultant. Having years of experience with Sage Business Cloud Enterprise (formerly Sage X3), we are looking forward to the knowledge and experience he will bring. I wanted to take the opportunity to hear Shaun's views and visions for Acuity.

Our Graduates to be certified in Sage Financials and Salesforce!

Continuing our blog series on our new graduates, today, we will be discussing what they have learnt so far at Acuity and what they believe their biggest challenges will be. The graduates were given an objective to become Sage Financials and Salesforce certified within their first 90 days. 

Q We have set the objective that you will be Salesforce and Sage Financials certified within the first 90 days, what do you perceive to be the biggest challenge and what have you learnt to date?

Sage Business Cloud Enterprise Management Help Series: How to create a bank

As with my previous blogs we are going to tackle an issue that is raised often with support.

This guide aims to provide an easy way to create a bank but will not discuss each and every option, tick box and field available on each tab. Instead, it is for you to find an existing similar bank that you could easily copy.

Go to Common Data > G/L Accounting Tables > General > Accounts

Bank 1

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