04Apr

Keeping your finances under wraps is difficult but not impossible. If you know how to manage your transactions, money and investments, you will start to grow.  The most important thing is to seek complete data security and that Sage Accounting application provides that service. It has an automated backup manager, Schedule Manager, which provides entire backup process. It runs in the background while allowing the user to work on the accounting software. Sage support helps in using this holistic utility which also manages scheduled backups and check data results for the companies at a single spot. The application allows the user to create emergency data storage in multiple locations which helps in securing the finances in a good way.

Steps To Setup Scheduled Backups:

  1. Launch the Sage software and login to the account using the credentials.
  2. Access the drop down menu by hitting the File tab.
  3. Click on Scheduled backup followed by Settings.
  4. Now enter the settings as per your requirement:
    1. Back up schedule:  This allows inserting the number of frequency want to run the back up and check data functionality.
    2. Company name: Here, you can select the companies you want to apply to link with this utility.
    3. Sage 50c accounts: the time you store the data into the Microsoft OneDrive directly, you have to tick on the OneDrive options for the companies you selected.
    4. OneDrive email notification: When you setup a transactional data, it is saved into Office 365 file. Now, you can choose an option to receive email notification everytime “each time a backup process is completed”.
  5. After you select all the Settings as per your requirement, click Save and make the desired changes.

Following the above mentioned steps will solve your issue. In case, you have issues further, you can call at our Sage Support Number Canada 1-844-888-3870. This is a toll free, so that you can talk to our engineers and elaborate the concern at ease. Once you have scheduled the backups, can make changes in the Settings later as well.

08Mar

Do you want to raise a Credit Note in Sage Live? Well, you have reached the right place to get the right resolution of your problem. Sage Live is the new inclusive incorporated accounting software which lets you connect to the CRM, accounting & financial data. Sage Support would like to inform its users that it includes very simple steps to raise a credit note. All you need to do is just enter a sales invoice using the below provided procure.

  • Select the Sales/Purchase tab and click the Sales/Purchase Credit Note tab and then tap
  • Choose the company. The transactions are always provided for a particular firm. When you are providing a transaction via the web interface, the firm is set to default but can be changed also.
  • Now choose The Tax Treatment field will fill automatically while defining the transaction type information.
  • To determine the period and fiscal year updated when the journal posts, provide the Date. The date will automatically change according to the current data of your device or system.
  • Now in the Payment Terms field, choose the payment terms.
  • Type the Reference and hit the Save
  • Give a click on New Item to add a line item to this transaction.
  • Mention the Product &
  • Hit the Save button now. Here in the Tax Breakdown section, you can view tax information.
  • Give a click on Print and to get a draft PDF of the invoice. The draft label appears on this document.
  • Give a click on Post as the posting rules are applied to the ledger account & dimension rules.

Give us a call at Sage Technical Support Number

Get the instant help regarding this blog or any other problem you might be facing while accessing any Sage product. Our team will help you in resolving your issues using the latest technology and tools. Connect with Sage Customer Support Number Canada and get the best possible resolution for your problem. We will not only fix your problem but will also provide the latest updates and features.

Source: https://technicalhelpnumbercanada.wordpress.com/2018/02/15/what-are-the-steps-to-raise-a-credit-note-in-sage-live


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