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Can Sage 50 Run A Cash Register

Sage problem- demand to alter banking concern account- HELP!!!

  • Renaissance
  • vi posts
  • # 99532

I recently set a new company on Sage l. I take posted three months worth of transactions- was about to reconcile the banking concern account, when realised I had inadvertently ticked the 'no bank reconciliation' button. As it is now greyed out- I cannot find a manner to contrary this. Having looked at a few forums, I decided it was best to outset a new bank account and transfer postings over? What is the easiest way to do this- and will it affect whatever of the other accounts? Whatever assist gratefully received

  • Roz
  • 51 posts
  • # 99533

Hello,

You should be be able to click on the tick box to united nations-check the option.  I tin do that on Sage Instant and so Sage 50 should be the aforementioned.  If, for some foreign reason that doesn't work, you can open a new banking concern account, and then go into Corrections and change the bank for the transactions on the old bank to the new a/c number.  You will probably have to print off a transaction report to cheque that the transactions are all moved correctly.  This solution will non piece of work for any bank transfers or other transactions that accept been generated as nominal journals, simply you tin can handle them via depository financial institution transfers making reference to the original transaction.  Alternatively, you tin can leave the original transactiions where they are, do a manual banking company rec and simply transfer the current endmost balance to the new account.

  • Roz
  • 51 posts
  • # 99534

Hello,

You should be exist able to click on the tick box to un-cheque the option.  I can do that on Sage Instant and then Sage 50 should be the same.  If, for some strange reason that doesn't work, you lot can open up a new banking company business relationship, then become into Corrections and alter the banking concern for the transactions on the old banking concern to the new a/c number.  You will probably take to print off a transaction study to cheque that the transactions are all moved correctly.  This solution will not work for whatsoever bank transfers or other transactions that take been generated equally nominal journals, only you can handle them via banking company transfers making reference to the original transaction.  Alternatively, you can get out the original transactiions where they are, practise a manual bank rec and just transfer the current closing residuum to the new account.

Roz

  • Renaissance
  • 6 posts
  • # 99535

Thanks for the swift answer- the unchecking is not an selection unfortunatley. But I will give the correctiosn thing a go.

  • Paul W

Paul W

  • Member
  • Practice Licence
  • 44 posts
  • # 99549

The No Bank Rec option is greyed out if the account has been set up every bit the default for the cash register.

Goto Settings - Banking concern Defaults and try irresolute the Cash register Banking concern a/c Nominal code to another account number.

Paul.

  • ButterflyJak

ButterflyJak

  • 71 posts
  • # 102275

Paul W said:

"

The No Bank Rec option is greyed out if the business relationship has been gear up up every bit the default for the greenbacks annals.

Goto Settings - Bank Defaults and attempt changing the Cash annals Bank a/c Nominal code to another account number.

Paul.

"

 I've just seen this and am having the aforementioned trouble.  I fix sage up every bit a new visitor in building merchandise, after adding in a months worth of transactions it won't reconcile.  The button is greyed out and then cannot reverse it.  Bank defaults is fix to greenbacks register and it won't allow me change it.  Why would it take set this equally the default beingness bank account 1200?  Very frustrating, doesn't await similar information technology will allow me alter all of my transactions in the corrections tab and then I'k going to have to manually adjust them all to a new bank account.  As if it hasn't taken me long enough to do but one month, I've notwithstanding got another 5 to get!

  • Paul W

Paul W

  • Member
  • Practice Licence
  • 44 posts
  • # 102281

ButterflyJak said:

"

 I've only seen this and am having the same problem.  I prepare sage up equally a new company in building trade, after adding in a months worth of transactions it won't reconcile.  The button is greyed out and so cannot reverse it.  Bank defaults is ready to cash annals and it won't let me alter it.  Why would it have set this equally the default beingness bank account 1200?  Very frustrating, doesn't look like it will let me alter all of my transactions in the corrections tab and so I'thou going to have to manually conform them all to a new bank account.  As if it hasn't taken me long enough to do merely one month, I've nonetheless got another 5 to go!

"

Do you have other accounts set as well 1200?

When I try to alter the default cash register account, I get an mistake saying that the new account has unreconciled transactions, merely if I select an account that has no transactions at all, information technology volition allow me to change it.

Create a new greenbacks business relationship and endeavour changing the default to that new business relationship.

Paul.

  • ButterflyJak

ButterflyJak

  • 71 posts
  • # 102283

Thank you Paul, just I've tried that, just keeps telling me that Bank 1200 has transactions and cannot exist changed.  I have emailed Sage but think I going to have to use a new depository financial institution account!

  • Paul W

Paul W

  • Member
  • Do Licence
  • 44 posts
  • # 102284

ButterflyJak said:

"Thanks Paul, but I've tried that, but keeps telling me that Bank 1200 has transactions and cannot exist changed.  I take emailed Sage simply think I going to have to use a new bank account!"

Is this the message y'all get?

"The banking concern business relationship selected has unreconciled transactions

Before it tin can be used equally the cash register, these transactions must be bank reconciled."

That is the message that tells y'all the business relationship you have selected as the new cash annals business relationship has got transactions.

Goto the Banking concern department and click new, create a new account eg 1236 and select type cash account.

Now goto Bank Defaults, and change the cash annals business relationship to 1236

Paul.

  • ButterflyJak

ButterflyJak

  • 71 posts
  • # 102287

No, I get the message "The bank account selected has been marked as not requiring bank reconciliation"

Do you know if at that place's a report that volition export all my transaction into excel?  maybe export everything, rebuild sage, correct setting and import everything dorsum in.

  • Paul West

Paul W

  • Member
  • Practice Licence
  • 44 posts
  • # 102292

ButterflyJak said:

"

No, I get the message "The bank business relationship selected has been marked every bit not requiring banking concern reconciliation"

Do you know if there's a report that volition export all my transaction into excel?  possibly consign everything, rebuild sage, right setting and import everything back in.

"

 Thats the message y'all get when you try to reconcile the business relationship.

After changing the default cash register you and then go into account 1200 and untick the box well-nigh no reconcilitaion required.

If yous desire to talk on skype I can walk you lot through it.

Paul.

  • ButterflyJak

ButterflyJak

  • 71 posts
  • # 102297

Paul I've tried that, simply it won't permit me change information technology, message is "Bank 1200 has transactions and cannot be changed".  Seems to be a dried mate situation!  I'm going to wait and meet if Sage become back to me before I practise annihilation else desperate at present.

  • Kim Clarkson
  • Member
  • Exercise Licence
  • 5 posts
  • # 102299

Hi Guys..take been looking at this and there is a simple solution the entries that have been entered in the Un-Reconciled Bank account tin be transferred every bit a balance to the NEW account that you decide to use , as a Journal . This will be your opening position.I use SAGE all the time and have constitute quite oftentimes that clients have non set upwardly the banks correctly.Please feel free to contact me on my mobile above.I will talk you lot through the process. No need for excel sheets !! and don't panic...in that location is always a solution. CheersContact Kim 07581433013

  • ButterflyJak

ButterflyJak

  • 71 posts
  • # 102314

Kim Clarkson said:

"Hullo Guys..accept been looking at this and there is a simple solution the entries that have been entered in the Un-Reconciled Banking company account can be transferred as a balance to the NEW account that you lot make up one's mind to apply , as a Journal . This will be your opening position.I use SAGE all the time and have plant quite often that clients have non fix the banks correctly.Please feel free to contact me on my mobile in a higher place.I volition talk you through the process. No demand for excel sheets !! and don't panic...in that location is always a solution. CheersContact Kim 07581433013"

 Cheers a lot Kim for your kind offering.  I am aware of but doing a periodical over, but I am very picky and have just started to transfer all my stuff onto sage and wanted it to be perfect!

Anyway, I did speak with Sage, appears as I have the 2011 version it'south not supported anymore, the version I have I got with Platonic Schools, I tin can upgrade, so considering if it's worth doing the upgrade, they will so transfer out for me the information.  Think I'k going to go through a demo and decide, probably is worth having a system with some sort of support for the time to come.

  • Kim Clarkson
  • Member
  • Practice Licence
  • 5 posts
  • # 102315

Hi ......Support is ever a good idea with any software package.....Its an Insurance policy that is just equally important equally your car insurance.Any major crashes.....and lost information or corruptions can cause grief in a concern. I am always so surprised when my clients try to back out of not having the software support....just it has been a justified cost when things take gone wrong.I like the thought of being perfect only on occasions yous sometimes accept to brand decisions that same time!!! In our business organization Time is a very valuable commodity and we have to make decisions, that practise not waste product time or more importantly duplicate the hard work you lot have already done . Expert Luck with the process .Cheers Kim

Can Sage 50 Run A Cash Register,

Source: https://www.bookkeepers.org.uk/forum/?tid=88079

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