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  • Asked on January 11, 2018 in Sage.
    Resolution

    IMPORTANT: this articles describes how to import general journal entries only from a text file (CSV). Sage 50-Canadian Edition does not provide a text file method of importing actual transaction details such as invoices. If you have a third-party software developer, refer to the Sage 50-Canadian Edition SDK as there are some methods available to import transactions.

    The information below explains the ability to import general journal (miscellaneous) transactions from other programs, such as a spreadsheet.

    • To do this in Sage 50-Canadian Edition, the import file must be in text format.
    • If you are using the Premium, Quantum or the Accountants Edition you must be in Single-User Mode.
    • The data must be stored locally and not on a server.
      • If necessary, temporarily copy the data locally in order to do the import then copy the data back onto the server.
    • Make a backup of your file before you begin.
    • You must also follow the rules described in this section.

    Restrictions on Importing

    1. You can import only the types of transactions that you would normally record in the Miscellaneous Transactions window.
    2. The program cannot import transactions that affect the linked Accounts Receivable, Accounts Payable, Payroll Advances, Vacation Payable, or Inventory accounts if you have finished entering history.
    3. The program does not update any other modules after it imports transactions.

    Formatting the Import File

    The first line of every transaction must include the following:

    1. The date, in month-day-year order, separated by hyphens. For example, enter October 14, 2007, as 10-14-07. The date must be followed by a comma.
    2. The source of the transaction (usually a document number, such as a cheque number or invoice number). The source identification can be up to thirteen characters. It must be enclosed in straight quotation marks (” “) and followed by a comma.
    3. A comment, such as a customer or employee name or a description of the transaction. The comment can be up to 39 characters. It must be enclosed in straight quotation marks.
      • Example of Line 1:
        12-05-07,”1035-9315″,”Lionel Cardoz”

    The lines following the first line will include the debits and credits for the transaction. Use a separate line for each debit and credit. Enter debits as positive amounts, credits as negative amounts. The amount must contain a period and two decimal places. The Details of the transaction must include the following:

    1. The account number (four characters), followed by a comma
    2. The amount, followed by a carriage return. (Press Enter after you type the amount.) Each amount should be on a separate line and your debits should equal your credits.
      • Example of Line 2 – 5:
        1090,133.75
        4020,-97.50
        4060,-27.50
        2490,-8.75

    You can have as many detail lines as you need, but the amounts must balance. If they do not, the program does not allow the transactions to be imported. It asks you whether you want to check for more errors, but it will not record any transactions until the entire file is correct. This table identifies the parts of a valid import file that contains two transactions:

    • Line Type: Text entered in the import file:
      10-14-07,”338″,”Drafting Services for Ronald Black”
      1080,150.00
      4020,-150.00
      10-14-07,”339″,”Consulting Services for Acme Ltd.”
      1080,2250.00
      4040,-1250.00
      4060,-1000.00
    • Example of importing with departments Note the dash between the account number and the department
      4-30-15,”source”,”comment”
      1710-0100,133.75
      4020-0100,-97.50
      4080-0200,-27.50
      2460-0100,-8.75
      04-30-15,”1034-9315″,”1000 s111-04″
      1710-0100,234.75
      4020-0100,-97.50
      4080-0200,-27.50
      2460-0100,-109.75
      04-30-15,”1034-9315″,”1000 s111-04″
      1710-0100,134.75
      4020-0100,-197.50
      4080-0200,-127.50
      2460-0100,-9.75

    Source: Sage Community forums.

    Disclaimer: Sage Accounting Solution is an independent provider of Sage Related services and is not affiliated with Sage.

    See More: Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Sage issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If you are experiencing too many issues, you may want to more info Call Sage Technical Support Number

    • 21 views
    • 1 answers
    • 0 votes
  • Asked on January 11, 2018 in Sage.
    Resolution
    1. Right click the task bar and select Start Task Manager.
    2. Select the Processes tab and click on Peachw.exe to highlight it and then click End Process.
    3. Close Windows Task Manager by clicking the red X in the upper right hand corner.
    4. Open Sage 50.
    5. Open your company.
    6. Follow the steps in Article 12352 How to handle a failed Year-End Wizard, in related resources.

    Source: Sage Community forums.

    Disclaimer: Sage Accounting Solution is an independent provider of Sage Related services and is not affiliated with Sage.

    See More: Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Sage issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If you are experiencing too many issues, you may want to more info Call Sage Technical Support Phone Number

    • 17 views
    • 1 answers
    • 0 votes
  • Asked on January 6, 2018 in Sage.
    Resolution

    Option I: If you installed Sage via Download

    1. Navigate to C:\Sage\ and the directory for your version:
    • Peachtree[Version]_1 or Peachtree[Version]_Plus – Peachtree 2012 and earlier
    • Sage50_[Version]_1 or Sage50_[Version]_Plus – Sage 50 2013 and later
    • If you are using Sage on a network, you may have utilized the Network Installation Manager feature for version 2012 and later, press Windows+R keys and type \\Servername\PeachtreeInstaller[Version]
    1. Double-click Setup.exe
    2. Click OK
    3. In the Maintenance Options window, select Repair option, and then click Next, repair process will begin
    4. Follow the prompts to complete the repair process, and then click Finish
    5. You may or may not be prompted to reboot the computer after the install is complete
    6. Install any service release product update,

    Option II: If you installed Sage from a CD or DVD

    1. Insert the disk into the CD or DVD-ROM drive, the Welcome to Sage 50 Accounting start up screen displays
    2. Click Remove or Modify Sage 50 Accounting
    3. On the Sage 50 Accounting Maintenance screen, select the version of Sage you are using
    4. Select Repair option
    5. Click Next, the repair will begin
    6. At the end of the repair process, click Finish
    7. Close the initial Welcome screen
    8. You may be prompted to reboot the computer after the install is complete
    9. Install any service release product update,

    Source: Sage Community forums.

    Disclaimer: Sage Accounting Solution is an independent provider of Sage Related services and is not affiliated with Sage.

    See More: Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Sage issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If you are experiencing too many issues, you may want to more info Call Sage Tech Support Number

    • 65 views
    • 1 answers
    • 0 votes
  • Asked on January 6, 2018 in Sage.
    Resolution
    • If the Do not display this message again is selected on the “Do you want to keep [Company Name] open?” message, the program will remember and always use whichever option is then selected.
    • If Yes is selected, the first company will always remain open.
    • If No is selected, the first company will always be closed.
    • This is a computer-specific option, so if using Sage 50 Accounting—U.S. Edition on a network, it can work one way at some workstations and differently at others.
    • To change the option, Reset all one-time messages.
    • Verify you get the message when opening a second company.

    Source: Sage Community forums.

    Disclaimer: Sage Accounting Solution is an independent provider of Sage Related services and is not affiliated with Sage.

    See More: Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Sage issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If you are experiencing too many issues, you may want to more info Call Sage Tech Support Phone Number

    • 48 views
    • 1 answers
    • 0 votes
  • Resolution

    Warning: Only copy the company data folders not the folder called Company (location of all company data folders),

    1. On the old server, copy your company data folders and the Forms folder,
    2. Transfer the company data folders via Flash Drive, CD or shared folder.
    3. Paste the folders into data path of the new server or computer allowing it to over-write the Forms folder. 

    Note: If you only have a few companies you can also restore your companies’ backup files to new server.

    Source: Sage Community forums.

    Disclaimer: Sage Accounting Solution is an independent provider of Sage Related services and is not affiliated with Sage.

    See More: Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Sage issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If you are experiencing too many issues, you may want to more info Call Sage Technical Support Number

    • 48 views
    • 1 answers
    • 0 votes
  • Asked on January 6, 2018 in Sage.
    Resolution

    There are three main steps in the process of transferring your projects list to a new Sage 50-Canadian Edition file:

    1. Export the list of projects to a csv file
    2. Modify the csv file
    3. Import the csv file into the new Sage 50-Canadian Edition file

    We have included more detailed instructions:

    Exporting the Projects List to a CSV file:

    1. From the main menu of Sage 50 Accounting click on ReportsListsProjects.
    2. The Projects List Options box will come on.
    3. Press ” Select All”,
    4. Click OK
    5. It will then generate the Projects List Report.
    6. Go to the File menu on the Report
    7. Click EXPORT
    8. The ” Export Selection” box will pop up.
    9. Make sure you save it in the C: drive and the ” Save as” type box should be Comma Separated (*.CSV).
    10. Click on SAVE.

    Modifying the CSV file (with Microsoft Excel):

    1. Open up MS Excel.
    2. Go to File then Open
    3. Go to the C: drive to select the CSV file that was exported from the old Sage 50 Accounting file
    4. The first line of the CSV file has to contain a Version Number, Country Code, and the word ‘Customers’:
      • Version:
        • Simply Accounting version 2005 Version Number = 12001
        • Simply Accounting version 2006 Version Number = 13001
        • Simply Accounting version 2007 Version Number = 14001
        • Simply Accounting version 2008 Version Number = 15001
        • Simply Accounting version 2009 Version Number = 16001
        • Simply Accounting version 2010 Version Number = 17001
        • Simply Accounting version 2011 Version Number = 18001
        • Simply Accounting version 2012 Version Number = 19001
        • Sage 50 version 2013 Version Number = 20101
        • Sage 50 version 2014 Version Number = 21001
        • Sage 50 version 2015 Version Number = 22001
      • Country Code based on the status of your version of Sage 50 data file:
        • Canada Country Code = 1
        • USA Country Code = 2
        • French Country Code = 3
        • Australia Country Code = 5
        • International Country Code = 7
      • For each project you should have:
        • the project name in column A
        • the project start date in column B
      • Please follow the sample format below. Note: The row # 2 is only for titles and it is not part of the import file.

    Importing:

    1. In Sage 50 Accounting, click the FILE menu.
    2. Click on Import/Export.
    3. Click on Import Records.
    4. The Import Records Wizard appears.
    5. Select Sage 50 import format.
    6. Click Next.
    7. Click Back Up to create a backup for the company before importing.
    8. After the backup is successful, click NEXT.
    9. Click on the BROWSE button besides the Projects box.
    10. Select the CSV file that you want to import into Sage 50 Accounting.
    11. Click on NEXT.
    12. Sage 50 Accounting will show a log of all the projects that were added, and the reason why some were not added (if there were any).
    13. Click on FINISH.

    Source: Sage Community forums.

    Disclaimer: Sage Accounting Solution is an independent provider of Sage Related services and is not affiliated with Sage.

    See More: Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Sage issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If you are experiencing too many issues, you may want to more info Call Sage Technical Support Phone Number

    • 42 views
    • 1 answers
    • 0 votes
  • Asked on January 6, 2018 in Sage.
    Resolution

    Option I: Damaged Microsoft Windows profile

    1. Restart Windows in Safe Mode.
    2. If error still occurs, uninstall and reinstall Sage 50 by
    3. If error does not occur in Safe Mode, create a new Windows user profile by referring to link in Additional Information.
    4. Verify company opens without any errors.

    Option II: Incorrect files in data and data path folder

    1. Browse to your data path,
    2. Move files out of your data path that do not belong (for example BMP, JPEG, and PDF files) to another location.
    3. Verify your company opens without any errors.

    Option III: Change data path

    Change your data path in the ini file,

    Source: Sage Community forums.

    Disclaimer: Sage Accounting Solution is an independent provider of Sage Related services and is not affiliated with Sage.

    See More: Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Sage issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If you are experiencing too many issues, you may want to more info Call Sage Support  Number

    • 30 views
    • 1 answers
    • 0 votes
  • Resolution

    Option I: Flat-Rate Garnishment

    1. Click Maintain, Default Information, Employees
    2. Select the Employee Fields tab
    3. Scroll down until you find an empty field and enter a Field Name; this will appear on paycheck stubs
    4. Select a G/L Account
    5. Click OK
    6. Click Maintain, Employees/Sales Reps
    7. Select the applicable Employee ID
    8. Select the Employee Fields tab
    9. On the line with the field name that was created on Step 3, uncheck Use Defaults
    10. In the Amount field, enter the deduction amount as a negative number
    11. Click Save

    Option II: Calculated Garnishment

    Step I: Set up the garnishment formula

    Note: This formula allows the rate to be set for each employee, making it possible to have multiple garnishment rates for different employees with a single formula

    1. Click File, Payroll Formulas, User-Maintained
    2. For Formula ID enter GARNISH
    3. For Tax Name enter GARNISH XX (with XX being the two digit current year)
    4. Set How do you classify this formula? to Deduction
    5. Set Filing Status to All
    6. For Formula, enterANSWER=-(ADJUSTED_GROSS+Fed_Income+Soc_Sec+Medicare+St_Income)*.30

      Note: .30 can be replaced with what ever percent you would like the garnishment to deduct, however using this formula, requires not assigning the formula in the defaults as indicated in Section III, as otherwise the rate would apply to all employees. Also payroll fields may not be the same in your company.  Please check by selecting MaintainEmployees, and Employee Fields tab to verify the payroll field names

      Another Formula you can use is below

      ANSWER=-((ADJUSTED_GROSS+Fed_Income+Soc_Sec+Medicare+St_Income) * EMP_SPECIAL1_NUMBER/100)

    7. Click Save and close User-Maintained Formulas

    Note: Some state’s income tax calculations require the use of the Special 1 field; if this is the case for your state, substitute EMP_SPECIAL2_NUMBER.

    Note: If the formula is being set up for company that resides in a state not subjected to state taxes, remove the St_Income field from the Formula Description above.

    Note: Add or substitute the field names in the formula for the taxes that should be taken out before the computation of the garnishment. Consult your accountant if unsure.

    Step II: Set up the garnishment employee payroll field

    • Option I: Using a formula with EMP_SPECIAL1_Number Assignment

      Note: If your formula does not use EMP_SPECIAL1_NUMBER or EMP_SPECIAL2_NUMBER to assign a percentage, use Option II.

      1. Click MaintainDefault InformationEmployees.
      2. Select the Employee Fields tab.
      3. Enter a Field Name for the garnishment; this name will appear on payroll stubs.
      4. Select a G/L Account.
      5. Select Garnish from the Formula drop-down list.
      6. Click the Adjust button.
      7. In the Employee Field Names section, click the checkbox for Gross.
      8. Click OK on the Adjusted Gross window, and then again on the Employee Defaults window.
    • Option II: Using a formula with a fixed percentage defined
      1. Click MaintainDefault InformationEmployees.
      2. Select the Employee Fields tab
      3. Enter a Field Name for the garnishment; this name will appear on payroll stubs
      4. Select a G/L Account
      5. click OK to close the defaults.
      6. Go to Maintain, and select Employees / Sales Reps….
      7. In the Maintain Employees & Sales Reps window, select the applicable Employee ID.
      8. Select the Employee Fields tab.
      9. Locate the field for the garnishment setup in step and uncheck the Use Defaults box.
      10. Mark the Calc check box, click in the Formula field, and select the Garnish formula from the list.
      11. Click the Adjust button on the line for the garnishment to open the Calculate Adjusted Gross window.
      12. Select Gross in the list on the left side of the window and click OK.
      13. Click Save to commit the changes to the employee’s record and close the window.

    Step III: Set applicable employees to calculate the garnishment

    Note: If you do not set a rate on the Withholding Info tab, the garnishment will automatically calculate at $0; there is no need to uncheck Use Defaults on employees not being garnished.

    1. Click Maintain, Employees/Sales Reps
    2. Select the applicable Employee ID
    3. Select the Withholding Info tab
    4. On the Special 1 line, enter the garnishment percentage into the Addl Withholding field, without the percent sign (for example, 25% should be entered as 25.00)
    5. Click Save, then close Maintain Employees/Sales Reps

    Troubleshooting

    If the garnishment is not calculating when creating payroll:

    1. Verify that the garnishment field has been set to calculate on the employee’s record
    2. Verify that the date of the check correlates with the current year selected for the Garnishment formula. This will be the case if the Error: “The following formula listed on the Employee record does not exist in payroll formula’s…Garnish XX” exists when processing payroll after creating formula and setting up employee.
    3. Verify that Gross has been checked Use in the garnishment line’s Adjustments on the employee record
    4. Verify that there is a pay amount on the check
    5. Verify that the taxes and any other deductions that were marked Use do not reduce the net pay to $0

    Source: Sage Community forums.

    Disclaimer: Sage Accounting Solution is an independent provider of Sage Related services and is not affiliated with Sage.

    See More: Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Sage issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If you are experiencing too many issues, you may want to more info Call Sage Support Phone Number

    • 66 views
    • 1 answers
    • 0 votes
  • Asked on January 6, 2018 in Sage.
    Resolution

    Solution I: Automatic Update

    1. Select Tasks, then Payroll Entry
    2. Select an Employee ID
    3. Enter Date and Pay Period Ends date
    4. A formula update window should now appear
    5. Select Update formulas now (recommended), and then click Continue

    Note: This option will only appear once; if Cancel is selected, you will not get this option again and will need to update the formulas manually (see Section II).

    1. Make changes to the Limits and Rates of your User-Maintained formulas as needed, and then click OK
    2. Verify the payroll fields calculate correctly

    Solution II: Update Manually

     

    Source: Sage Community forums.

    Disclaimer: Sage Accounting Solution is an independent provider of Sage Related services and is not affiliated with Sage.

    See More: Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Sage issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If you are experiencing too many issues, you may want to more info Call Sage Tech Support Number

    • 47 views
    • 1 answers
    • 0 votes
  • Asked on January 6, 2018 in Sage.
    Resolution

    Option I: Service Release Has not been installed

    Option II: Company has never been opened in the new version

    1. Select FileOpen Company or if on the main screen, click on Open an Existing Company, then Browse. 
    2. Select the company in the list.
    3. Select OK to start the Conversion wizard.
    4. Verify your company shows on the list after closing and reopening Sage 50—U.S. Edition.

    Option III: Locate previous version in the registry

    1. Press down the Windows Logo key and the letter R at the same time.
    2. In the box labeled Open type regedit, then select OK.
    3. To see the location of companies in the previous version, browse to HKEY_CURRENT_USER\Software\Peachtree\Version\XX\Open History\XXXX.

    Option IV: Incorrect data path in configuration (INI) file on a workstation

    1. Identify the data path;
    2. Browse to the location of the configuration (INI) file;
    3. Open the appropriate PeachtreeXXX.ini file for your version of the program.
    4. Go to the last line of third paragraph and find DATAPATH=.
    5. Edit the content after the = to reflect the correct data path.
    6. Select File, then select Save.
    7. Close the INI file.
    8. Reopen Sage 50.
    9. Select File, then Open Company.
    10. Verify your company shows in the list.

    Option V: Company stored in different location than data path

    1. Find your company’s data folder by searching for company.dat in any and all directories where your data may exist. Each copy of your company’s data folder will typically be labeled with an abbreviation of your company’s name unless it was changed manually after it was created.
    2. Move your company to correct data path;
    3. Reopen Sage 50.
    4. Select File, then select Open Company.
    5. Verify your company shows in the list.

    Option VI: Company was accidentally overwritten with a different company

    Option VII: Restore a backup of your company

    1. Restore a backup of your company;
      Note: If you are not sure where a Sage 50 backup of your data file may exist, search your PC or network directories for *.ptb. This will find any Sage 50 backups that exist in that directory.
    2. Verify your company shows up on the list.

    Option VIII: Incorrect permissions or is locked

    1. Verify that the company folder is not locked.
    2. Verify that the folder has the inherited properties of the parent shared folder.
    3. You should now be able to see and open the company.

    Option IX: Mapped drive disconnected

    1. Map or remap mapped drive on workstation to data location,
    2. Go back to Option III and follow those instructions.

    Option X: Expendable file clean up

     

    Source: Sage Community forums.

    Disclaimer: Sage Accounting Solution is an independent provider of Sage Related services and is not affiliated with Sage.

    See More: Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Sage issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If you are experiencing too many issues, you may want to more info Call Sage Tech Support Phone Number

    • 27 views
    • 1 answers
    • 0 votes