Sage Q & A

Good evening everyone, and welcome to the latest ASN FREE Q & A session on Sage with Nick from Sage UK and Rob from Softext. If you have any questions, please post as a comment below. Please be aware, if any questions are left unanswered, then they will be answered at a later time. And thank you all for participating…..now over to you, who has the first question?

Natasha Everard
Yulia Taylor
Yulia Taylor I would like to ask about shortcut keys for Sage 50. I had several questions about it during my Sage exam. But I do not know all of it

Like · Reply · 23 June at 18:01
Nick Sage
Nick Sage Hi Yulia, happy to talk about shortcut keys. What is your question?

Like · Reply · 23 June at 18:03
Robert Hupston
Robert Hupston Hi Yulia. What would you like to know?

Like · Reply · 1 · 23 June at 18:03
Yulia Taylor
Yulia Taylor Thank you. It is very helpful

Like · Reply · 23 June at 18:06
Natasha Everard
Write a reply…
Tracey Hunter
Tracey Hunter Is there any online videos we can use to help with the use of sage. I use it at home for my charity accounts. We done use sage at work

Like · Reply · 23 June at 18:03
Yulia Taylor
Yulia Taylor What is the best and quickest way to find list of them?

Like · Reply · 23 June at 18:03
Yulia Taylor
Yulia Taylor I know only 3 of them but I think there is more

Like · Reply · 23 June at 18:04
Monika Ka
Monika Ka End are they the same as in sage line 50??

Like · Reply · 23 June at 18:04
Robert Hupston
Nick Sage
Nick Sage Hi Tracey Hunter there are a number of help files and videos available inside the programme by selecting F1 to access the help files, you can go to ask sage articles via the web and also the sage youtube channel has a lot of videos on there as well

Like · Reply · 3 · 23 June at 18:05
Tracey Hunter
Natasha Everard
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James Gilleade-Smith
James Gilleade-Smith I have looked into getting sage online. It asks for my business name but its only for study purposes. Do you have anything for studies at all?

Like · Reply · 1 · 23 June at 18:06
Robert Hupston
Robert Hupston Hi James Gilleade-Smith we can supply training disks. These last for 180 days and are based on the latest Sage 50 Pro

Like · Reply · 1 · 23 June at 18:08
Robert Hupston
Robert Hupston If you are referring to online I’m assuming you’re on SageOne? We do not offer anything for that. You can just put any company info to set up it doesn’t really matter and use for training

Like · Reply · 23 June at 18:10
Rita Lees
Rita Lees How much do the 180 day training disks cost to practice using Sage 50?

Like · Reply · 23 June at 18:11

James Gilleade-Smith
James Gilleade-Smith I am studying on sage one, but I am wanting to learn sage 50 too. I want to keep my knnowledge up to date. If say the 180 days run out and it is year after that before I land anything using sage. Is there an option to extend the 180 days. I am normally alright for a good while but after a couple of months not using it I may start losing the knowledge. Thanks

Like · Reply · 23 June at 18:15
Robert Hupston
Robert Hupston Hi Rita Lees please send me an email at rob@softext.co.uk and I will send you prices and options.

Like · Reply · 23 June at 18:16
Robert Hupston
Robert Hupston James Gilleade-Smith We can supply 3 different 180 day trials for the same version. That is the only way to extend. Usually after a year Sage will have brought out a new version so we should be able to send that to you instead and would act as another 180 days. I hope that makes sense?

Like · Reply · 23 June at 18:19
James Gilleade-Smith
James Gilleade-Smith Thank you that has helped a lot

Like · Reply · 23 June at 18:20
Natasha Everard
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Fiona Brown
Fiona Brown Is there a way on sage 50 to de-allocate monies? The only way seems to be delete the transaction and start again which is not user friendly

Like · Reply · 1 · 23 June at 18:09
Nick Sage
Nick Sage Yes – in 2016 you can unallocate transactions. here is the help file with a videohttp://ask.sage.co.uk/…/php.exe/enduser/std_adp.php…

Like · Reply · 23 June at 18:11
Natasha Everard

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Yulia Taylor
Yulia Taylor I am struggling with nominal codes. It takes a lot of time to find certain one. Is any way to find them quick? For example when I do Petty cash payments

Like · Reply · 23 June at 18:09
Nick Sage
Nick Sage Is then when processing Yulia Taylor?

Like · Reply · 23 June at 18:12
Robert Hupston
Robert Hupston Instead of selecting the dropdown and scrolling you can type the number in. As you start it will list all the nominals available in that number range

Like · Reply · 1 · 23 June at 18:12
Yulia Taylor
Yulia Taylor What If I am not sure about number, can I search by name? While I am on payment window?

Like · Reply · 23 June at 18:15
Nick Sage
Nick Sage Yulia Taylor if you select the drop down and when it is open click the description rather than the code you can then start typing the name of the nominal to search for it

Like · Reply · 1 · 23 June at 18:23
Yulia Taylor
Yulia Taylor Oh brilliant. Thank you very much

Like · Reply · 23 June at 18:25
Kari Lorraine Southcott-Peters
Kari Lorraine Southcott-Peters Oooh good to know!!! Thats been driving me crazy too thanks!!!!!!

Like · Reply · 23 June at 20:09
Natasha Everard
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Yulia Taylor
Yulia Taylor Also it would be useful to know about error corrections (except journals and credit notes) on sage 50.

Like · Reply · 23 June at 18:13
Nick Sage
Nick Sage what is it you want to know specifically?

Like · Reply · 23 June at 18:14
Nick Sage
Nick Sage Here is an article around error corrections and improvements made in V22. If you have a read and have any questions then let me know.http://ask.sage.co.uk/…/php.exe/enduser/std_adp.php…

Like · Reply · 1 · 23 June at 18:15
Yulia Taylor
Yulia Taylor Thank you. It is useful and detailed

Like · Reply · 1 · 23 June at 18:19
Natasha Everard
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Zoe James
Zoe James Hi we are looking at moving payroll to cloud based. Are there any plans in place to increase your software to cater for 15+ employees?

Like · Reply · 23 June at 18:17
Nick Sage
Nick Sage The long term roadmap for payroll is to look at cloud opportunities so watch this space. In terms of 50 payroll it runs to unlimited employees

Like · Reply · 23 June at 18:19
Zoe James
Zoe James Thats what we currently use but want to go cloud eventually. Thank you

Like · Reply · 23 June at 18:20
Natasha Everard
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Kelly Paton
Kelly Paton Hi, is there a way to stop duplicate supplier invoices? I know if you’re doing a batch invoice and right the same ref it flags it but if it’s on a different day it doesn’t seem to highlight/flag it?? Thanks

Like · Reply · 1 · 23 June at 18:17
Nick Sage
Nick Sage It’s not something that currently exists as you may want to put the same values on an order multiple times. You can add any ideas or suggestions to the wish list and our support team will look at it before making any changes to the product

Like · Reply · 23 June at 18:21
Robert Hupston
Robert Hupston I believe on the latest Sage it does flag a duplicate only if you enter more than one invoice with the same account, date, ref and net amount,

Like · Reply · 23 June at 18:23
Nick Sage
Nick Sage Robert Hupston yes, if the same ref is used it will flag up but only in batch invoicing not the invoicing module

Like · Reply · 23 June at 18:26
Tracey Hunter
Tracey Hunter I used to use sage x3. We couldn’t use the same order nor invoice number twice for the same client. I think it was written in for the company

Like · Reply · 1 · 23 June at 18:26
Nick Sage
Nick Sage Tracey Hunter Yeah X3 is a completely different product and always heavily customised to suit the needs of a business

Like · Reply · 23 June at 18:29

Nick Sage
Nick Sage Tracey Hunter you can look for possible duplicates in certain areas of the programme such as your transactions, VAT reports which can highlight potential duplicates to you?

Like · Reply · 1 · 23 June at 18:32
Natasha Everard

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Yulia Taylor
Yulia Taylor I would like to ask about Sage 50. Does it cover all bookkeeping functions or for some options Extra program should be purchased. For example payroll functions

Like · Reply · 23 June at 18:22
Nick Sage
Nick Sage Hi, Sage 50 comes in 4 different variants and depending on the functionality you need would depend which suited you best. We have a seperate payroll programme

Like · Reply · 1 · 23 June at 18:30
Yulia Taylor
Yulia Taylor Thank you. Where can I see descriptions of these variants? Can you please send me a link?

Like · Reply · 23 June at 18:37
Natasha Everard
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Natasha Everard
Natasha Everard I have my own bookkeeping company….and what would you suggest would be best software for multiple companies but single user?

Like · Reply · 2 · 23 June at 18:31
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Robert Hupston
Robert Hupston Hi. It really depends on the functionality you require. The variants of Sage 50 all cover single user, multi company but it comes down to functionality requirements after that

Like · Reply · 23 June at 18:32
Natasha Everard
Natasha Everard Most of mine are sole traders but registered with VAT. I currently use VT Transaction +

Like · Reply · 23 June at 18:34
Nick Sage
Nick Sage Yeah – I would echo that, it really depends on what you need to do on a day to day basis

Like · Reply · 23 June at 18:34
Natasha Everard
Natasha Everard everything from bookkeeping to submitting the tax returns and their payroll.

Like · Reply · 23 June at 18:35
Robert Hupston
Robert Hupston Natasha Everard In Sage now you can submit your VAT returns direct to HMRC and It’s really easy to do.

Unlike · Reply · 3 · 23 June at 18:38

Natasha Everard
Natasha Everard Would it better be cloud or stand alone copy?

Like · Reply · 1 · 23 June at 18:38
Robert Hupston
Robert Hupston Natasha Everard Payroll is different and you would need a Sage Payroll package to cover those functions

Like · Reply · 23 June at 18:40

Yulia Taylor
Yulia Taylor Very good question, Natasha. I am following it too

Like · Reply · 23 June at 18:40
Natasha Everard
Natasha Everard Do the sage cloud software for Payroll and Accounts integrate well?

Like · Reply · 23 June at 18:41 · Edited
Robert Hupston
Robert Hupston Ref Cloud – It comes down to personal preference. The SageOne cloud products are ok but lack all the functionality of the desktop range. Again it wlil come down to personal preference.

Like · Reply · 23 June at 18:41
Natasha Everard
Natasha Everard I have a mac….thats my reason for cloud

Like · Reply · 23 June at 18:41
Nick Sage
Nick Sage yeah mac and sage don’t go together at present without a 3rd party

Like · Reply · 23 June at 18:42
Natasha Everard
Robert Hupston
Robert Hupston The only option (3rd party) other than cloud is to partition your Mac computer hard drive and install windows on there.

Like · Reply · 23 June at 18:44
Natasha Everard
Natasha Everard Think is why it is gearing me towards cloud….

Like · Reply · 23 June at 18:45
Natasha Everard

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Natasha Everard
Natasha Everard When is Sage thinking of being compatible with MAC?

Like · Reply · 1 · 23 June at 18:42
Yulia Taylor
Yulia Taylor Following this too

Like · Reply · 23 June at 18:43
Nick Sage
Nick Sage That is a difficult question……because we are moving more towards cloud and instant access everywhere we may not develop a mac version?

Like · Reply · 23 June at 18:46
Natasha Everard
Natasha Everard Sorry….it had to be asked 😉

Like · Reply · 3 · 23 June at 18:46
Natasha Everard

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Paula Rutter
Paula Rutter sorry I’m late …. will the new payroll software be compatible for the new pension regulations
(we start in February )or do we need extra software ?

Like · Reply · 1 · 23 June at 18:44
Robert Hupston
Robert Hupston Yes it is compatible. The newest version is called auto enrolment edition. It is all geared up for the new regulations

Like · Reply · 2 · 23 June at 18:47
Paula Rutter
Natasha Everard
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Tracey Hunter
Tracey Hunter In addition to tonights q and a aat are also running a sage accounting session.

https://www.aat.org.uk/…/wolverhampton-branch-sage…

Wolverhampton branch – Sage Accounts | AAT
The Association of Accounting Technicians. 140 Aldersgate Street, London EC1A 4HY Registered charity no.1050724. A company limited by guarantee (No. 1518983).
AAT.ORG.UK
Like · Reply · Remove Preview · 1 · 23 June at 18:47
Natasha Everard
Natasha Everard 10minutes to go!!! Anymore questions ladies & gents?

Like · Reply · 1 · 23 June at 18:48
Natasha Everard
Natasha Everard Dont forget to enter the competition to win free SAGE software….the winners announced next week!!!

Like · Reply · 2 · 23 June at 18:49
Suzanna Rich
Suzanna Rich Sorry stuck in traffic! Are there any advanced Sage courses I can do? Ive done the level 2 one but recognise there is much more too it.

Unlike · Reply · 4 · 23 June at 18:49
Tracey Hunter
Tracey Hunter I’ve been recommended a local pitmans centre who do lots of sage courses

Like · Reply · 23 June at 18:51
Natasha Everard
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Robert Hupston
Robert Hupston We offer a distance learning course on Sage 50 pro which covers lots of features and functions within.

Unlike · Reply · 3 · 23 June at 18:51
Natasha Everard
Natasha Everard Could you post details of that for us please 🙂

Like · Reply · 23 June at 18:53
Robert Hupston
Robert Hupston We have three levels available, comes with software, support (optional) and you get Sage partner certification at the end.

Like · Reply · 1 · 23 June at 18:54 · Edited
Natasha Everard
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Yulia Taylor
Yulia Taylor It was very helpful and useful session. Thank you Nick Sage andRobert Hupston. And of course thank you to our Natasha Everard for organising this brilliant Q & A

Like · Reply · 4 · 23 June at 18:55
Nick Sage
Nick Sage Thank you for participating

Like · Reply · 1 · 23 June at 18:56
Suzanna Rich
Suzanna Rich Yes thank you very much, I shall catch up on the comments now!

Like · Reply · 23 June at 18:56
Rita Lees
Rita Lees Thanks 🙂

Like · Reply · 23 June at 18:56
Tracey Hunter
Tracey Hunter Amazingly useful. Been checking out the videos as the questions were coming up.

Everything I want to know is there.

Brilliant thanks guys

Like · Reply · 2 · 23 June at 18:57
Natasha Everard
Natasha Everard Thank you everyone for joining in the event this evening….it really has been excellent and very resourceful and hopefully Nick Sage andRobert Hupston will agree to come back for another Q & A at a later date 🙂Thank you all……ps dont for the competition 🙂

Like · Reply · 2 · 23 June at 18:57
Robert Hupston
Robert Hupston Thank you all. I hope Nick Sage and myself covered all your questions

Unlike · Reply · 3 · 23 June at 18:57
Nick Sage
Nick Sage and yes……we would love to come back for another session

Unlike · Reply · 3 · 23 June at 18:58
Natasha Everard
Natasha Everard Great….I will be in contact shortly 🙂

Like · Reply · 23 June at 18:58
Yulia Taylor
Nancy Webster
Nancy Webster Thank you both for the event this evening 😉

Unlike · Reply · 2 · 23 June at 18:59 · Edited
Claire Oxley
Claire Oxley Thanks