• Christmas Opening Hours
    Our office opening hours over Christmas
  • Payroll Year End Help
    All the help you need to do your Payroll Year End

KB Category: Sage 50 Accounts

Sage 50 Accounts

Performance Issues – How to troubleshoot (sage slow)

Written by Pimbrook Support on .

Sage 50 Performance Issues – How to troubleshoot (Sage slow)

 

There are several reasons why Sage Accounts may run slowly, including:

  • Data corruption

 

  • Volume of data
  • Computer or network issues
  • A known issue

Other environmental factors, for example antivirus software or external backup software
This guide helps you troubleshoot the common causes of performance issues in Sage Accounts. Some of the steps involve checking settings and specifications on your computer outside of your Sage software. Depending upon your level of experience it may be beneficial to refer to your local IT support.
These apply to scenarios where there is an active (visible) problem, crashing, visible speed problem and also repeated corruptions:
They could be reordered however, putting the quickest things to try early in the list and leaving the others to be tried over time…

 

Contents

1. Check existing known issues
2. Check the volume of data
3. Check each computer meets the recommended system requirements and has the latest build of the software installed
4. Where is the issue?
A – Software slow in one area
B – Software slow in all areas
5. If Sage accounts is installed on a network, ensure that Sage Accounts uses a UNC path to access the data
6. Check your data
7. Check for .s50 files in Accdata
8. File locking – Check for file locking
9. Antivirus software and scheduled tasks
10. Sage user-specific issues
11. Fixing Sage user-specific issues
12. Windows user-specific issues
13. Test the network transfer speed outside of Sage Accounts
14. Move the data to a new location
15. Further Troubleshooting

 

1. Check existing known issues
There are a number of known issues that may cause performance issues in the software. If you’re presented with a specific error message, or if the issue affects a certain area of the software we recommend searching Ask Sage. Search using the text of the error or the name of the software area where you’re experiencing performance issues.

2. Check the volume of data
There is no numerical limit to the number of transactions or records that may be recorded in Sage Accounts. Sage Accounts is only limited by the amount of disk space and memory available on your computer. The following numbers are for guidance only.

We cannot give a specific limit as this depends on several factors including data size, network speed, number of concurrent users etc. For example, these numbers may be perfectly reasonable for a 2 user version of Sage Accounts running on a high specification network.

As a rough guide, to optimise performance, we recommend:

As a rough guide we recommend that to optimise performance you have:

  • Fewer than 250,000 transactions, or if using Sage Accounts 2014 or below, fewer than 100,000 transactions

For example, it wouldn’t be recommended to have 1,000,000 transactions posted to only one nominal code or customer record.

 

Type Recommendations Notes
Transactions Fewer than 250,000 transactions, or if using Sage Accounts 2014 or below, fewer than 100,000 transactions Once you reach 80% of the recommendation, the feature notifies you of this in the data management feature (200,000)
Invoices Fewer than 50,000 invoices Once you reach 80% of the recommendation, the feature notifies you of this in the data management feature (40,000)
Sales Fewer than 50,000 sales orders Manual checks
Purchase Fewer than 50,000 purchase orders Manual checks
Customer Fewer than 5,000 customer records Once you reach 80% of the recommendation, the feature notifies you of this in the data management feature (4000)
Supplier Fewer than 5,000 supplier records Once you reach 80% of the recommendation, the feature notifies you of this in the data management feature (4000)
Product Fewer than 20,000 product records Manual checks
Project Fewer than 2,000 project records Manual checks

 

To check these, click Help then click About. The number of records appear in the Data Information section.
If you have more than the recommended number of transactions or records, we recommend that you reduce the numbers to fewer than those specified above. You can delete old invoices and use the Clear Audit Trail option to remove old transactions.

If you have more than the recommended number of transactions or records, we recommend that you reduce the numbers to fewer than those specified above. For further information about reducing the number of records, please refer to the following articles:

 

3. Check each computer meets the recommended system requirements and has the latest build of the software installed

These are sage’s minimum system requirements.  This spec is for a one to two user license.  The greater the spec of the machines the better the performance will be.

  • You must check this on every computer that uses Sage Accounts.
  • Make sure you are using the latest build for your software version.
  • Ensure you install all the latest Microsoft service packs and updates available.

 

4. Where is the issue?
Is the software slow when running one specific process or does it run slowly in all areas?

A – Software slow in one area
If a particular module of the software is affected, performance can be improved by re-indexing that module.
To take a backup of your data, in Sage Accounts, click File then click Backup.
Click File then click Maintenance.
If prompted to close any other windows, click Yes.
Click Reindex, select the affected module and click OK then Yes.
Click Compress Now and click Compress.
Click OK, Click Close and click Close again.

B – Software slow in all areas
Re-index and compress the data
Performance can be improved by re-indexing the data.
If you are using Sage Accounts 2012 (v18) or above.

If you are using any other version of Sage Accounts
To take a backup of your data, in Sage Accounts, click File then click Backup
Click File then click Maintenance.
If prompted to close any other windows, click Yes.
Click Reindex, select the affected module and click OK then Yes.
Click Compress Now and click Compress.
Click OK, Click Close and click Close again

5. If Sage accounts is installed on a network, ensure that Sage Accounts uses a UNC path to access the data

You must do this on every computer that accesses Sage Accounts.

If the Sage Accounts data on the server is accessed through a mapped network drive, we advise changing this to a UNC path. The current path to the data can be found in Sage Accounts by clicking Help then About and noting the data directory.

a. Browse to the Company file:

Version Company file location
v29 C:\ProgramData\Sage\Accounts\2023
v28 C:\ProgramData\Sage\Accounts\2022
v27 C:\ProgramData\Sage\Accounts\2021
v26 C:\ProgramData\Sage\Accounts\2020
v25 C:\ProgramData\Sage\Accounts\2019

b. Double-click the Company file and choose Open with Notepad.
c. Change the paths in the Company file to point to the new data location on the server. You must enter the relevant UNC path for this. For example, if your server is called Server and your shared folder is called Sagedata, the UNC path is \\Server\Sagedata
d. Click File, click Save then click File and click Exit.

6. Check your data

To check your software isn’t running slowly due to data corruption, run the Check Data option.
Open Sage Accounts and log into the company experiencing the performance issues.
Click File, click Maintenance and then click Check Data.
If there are errors in your data these must be fixed before you do any more processing.

Click here for information about how to fix any errors, warnings or comments in the data

Please contact us on Ph: 051-395900 for a quote to send ‘unfixable errors’ for repair.

If you’ve more than one company on Sage Accounts, you must check each company separately.

If there are no errors in your data, continue with troubleshooting.

7. Check for .s50 files in Accdata

An excessive volume of .s50 files in the Accdata folder may cause performance issues. These are temporary files and can be safely deleted.

  1. Open your company data and click Help then click About and click the Data Directory.
  2. Delete any files with the extension .s50.

 

8. File locking
Do you have a dedicated server computer on your network, that is a computer that holds your data centrally?
A. (continued) – Check for file locking
If files are held open on your server computer for longer than necessary this can cause performance issues with Sage Accounts. To check if this is an issue:

a. Click Start, then click Administrative Tools, click Share and Storage Management and click Manage Open Files.

This lists all the files open on your server including sage Accounts Data files.

b. Close Sage 50 Accounts on all client computers.

The Sage data files displayed within Manage Open Files should disappear in 2 seconds. In some cases, depending on other tasks your server is running, this can take up to 5 seconds. Any extra delay in these files closing could indicate that SMB 2.0 or SMB 3.0 is the cause of your performance issues.

Click here for more advice about SMB and Sage Accounts

If the files close within 5 seconds, Continue Troubleshooting

 

9. Antivirus software and scheduled tasks

If your computer is running antivirus software, you must configure this so it doesn’t conflict with Sage Accounts.

Before making any changes to your antivirus software or scheduled tasks, you should speak to your local IT.

If the issue happens at specific times of the day or on specific days of the week, check your scheduled tasks and amend any that are scheduled when the issue occurs:

  • Click Start then click All Programs and click Accessories.
  • Click System Tools then click Task Scheduler and change the time on all relevant scheduled tasks.

10. Sage user-specific issues

Try to recreate the performance issues using a different Sage user.

a. Click File then click Log Off.

b. Enter a different logon.

c. Recreate the process that caused the performance issue.

If you’re using the Manager logon, try to create the performance issues as a standard user.

Does the problem happen when using a different Sage logon?

If you only have one Sage logon, to create a new logon, click Settings then click Access Rights and click New.

 

11. Fixing Sage user-specific issues

If the issue affects specific Sage users, delete any files held in the Criteria folder and any user files listed in the Accdata folder.

Sage Accounts v21 and above – If you need to change any files in the Accdata folder, first you must ensure that you either stop the Data Service or lock Sage Drive if in use. For details of how to do this, please refer to article 32988.

Browse to the Data Directory and open the Accdata folder, then delete any files from the list below. To find the Data Directory, from within Sage Accounts, click Help then click About and click Program Details. :

USERNAME.BKC
USERNAME.BKI
USERNAME.CPI
USERNAME.CPC
USERNAME.CSI
USERNAME.CSC
USERNAME.DPC
USERNAME.DPI
USERNAME.FIC
USERNAME.FII
USERNAME.IVC
USERNAME.IVI
USERNAME.NMC
USERNAME.NMI
USERNAME.PCC
USERNAME.PCI
USERNAME.PDC
USERNAME.PDI
USERNAME.PPC
USERNAME.PPI
USERNAME.PPQ
USERNAME.PRC
USERNAME.PRI
USERNAME.PRQ
USERNAME.SKC
USERNAME.SKI
USERNAME.SLC
USERNAME.SLI
USERNAME.SPC
USERNAME.SPI

Browse to the Criteria folder. The criteria folder is in the same location as your data folder. For example, if your data folder is, s:\sagedata\company.000\accdata, your criteria folder is, s:\sagedata\company.000\criteria

  • Delete any files held within the Criteria folder.
  • Close and reopen Sage Accounts.
  • Test to see if the issue persists.

If the performance issues persist, create a new Sage logon for the affected user.
Log into the software with the username Manager and click Settings then click Access Rights, click New and click create a new user then click Save.

Click File then click Log Off. Enter the newly created username and try to recreate the performance issues.

 

12. Windows user-specific issues
Try to recreate the performance issues using a different Windows user.

If the problem is happening for specific Windows users, you must speak to your IT administrator for further support. The following guide from our help centre will help them to troubleshoot the issue.

If the problem is happening for specific Windows users, start the computer in Safe Mode.
Press F8 repeatedly as the computer starts and from the Advanced Boot Options, choose Safe Mode.On some computers you must press the F5 or F8 key when a cursor appears at the top left-hand side of a blank screen.
Open Sage Accounts and try to recreate the issue.

When your computer runs in Safe Mode, only the essential processes run in the background. If the problem does not happen when your computer is running in Safe Mode, this suggests that one of the non-essential processes is conflicting with Sage Accounts.

The most common example of this is antivirus software. If your computers are running antivirus software, you must configure this on all of your computers so it doesn’t conflict with Sage Accounts.If the problem persists it is likely that a different non-essential process is conflicting with Sage Accounts. We recommend that you refer to your network administrator.

 

 

Step 13 – Test the network transfer speed outside of Sage Accounts

To do this, you must copy the Reports folder from the client PC to the root of the shared folder on the server PC and time how long it takes to complete.

The standard location for the Reports folder is:

Version Company file location
v27 C:\ProgramData\Sage\Accounts\2021\Company.000
v28 C:\ProgramData\Sage\Accounts\2022\Company.000
v29 C:\ProgramData\Sage\Accounts\2023\Company.000
  1. On the client PC, open Sage Accounts.
  2. Click Help, then click About. In the Program Details area, make a note of the Data Directory.
  3. Open Windows Explorer and browse to the Reports folder.
  4. Right-click the folder, then click Copy.
  5. Browse to the route of the local disk on the server, then click Edit, then click Paste.
  6. Time how long it takes to complete the process.
  7. Repeat steps 4 and 5 two more times and calculate the average time taken.

Because the first transfer should take longer, you must only use the average of the second and third file transfers.

On a network which runs at 100 Mbps, the folder should transfer in 30 – 40 seconds. On a network which runs at 1 Gbps, the folder should transfer in 15 – 20 seconds.

You should now repeat the process to time how long it takes to copy the file from the server back to the client PC.

If copying the file in either direction takes longer than 80 seconds on a 100 Mbps network or 40 seconds on a 1 Gbps network, this is slower that you would expect and is impacting the performance of Sage Accounts. Until the network transfer speed improves, Sage Accounts will continue to run slowly. Unfortunately, we are unable to provide any further advice about what may be causing this and how to resolve it. We recommend that you refer to your network administrator for further advice.

If the network transfer speed is OK, click Next.

 

14. Move the data to a new location
To relocate the data
a. Create a new folder on your server > share the folder and ensure that all relevant users have Modify permissions allowed.

If you are using a Small Business Server, you must create the new folder on a different drive to the operating system.

b. Browse to the existing Sage Accounts data directory on your server.

To check the data directory, open Sage Accounts and click Help, then About.  The data directory is shown in the Program Details area. Copy the following folders:

Copy the following folders:

Depending on your version, some of these folders may not exist.
• Accdata
• Archives
• Attachments
• Bitmap
• Configs
• Criteria
• Defaults
• Exports
• Fax
• HMRCSubmissions
• Imports
• Invoices
• Journals
• Labels
• Layouts
• Letters
• Memo
• Reports
• Taskopt
• Template
• TMail
• VATRtns

c. Paste these folders into the new folder created in step 15a
To connect to the data in the new location
Browse to the following folder:

Version Company file location
v27 C:\ProgramData\Sage\Accounts\2021\Company.000
v28 C:\ProgramData\Sage\Accounts\2022\Company.000
v29 C:\ProgramData\Sage\Accounts\2023\Company.000

 

d. Locate and double-click the Company file, then click Open with Notepad.

e. Note the current location of the data.

f. Amend the relevant line in the Company file to the new location of the data.

g. Click File, then click Save.

h. Click File, then click Exit.

i. Open Sage Accounts and try to recreate the issue.

If the problem persists, undo the changes made to the Company file then click Next.

 

15. Further Troubleshooting

a) Log onto Sage (with the persons username) and flick around to see the issue. (Ask the user which areas are the worst/worse – is there a particular problem?)
b) Close ALL OTHER PROGRAMS and see if the problem is still there. If problem is gone, it’s a local resources issue.
c) Log into Sage with a different username and see is the problem still there.
d) Log on to the PC as a different network user to see if the problem is still there.
e) Check the PC resources. (Sage recommend 4 GB Ram and 1GB Net Speed).
f) Check if PC is logged onto Domain or Workgroup. (Sage50 doesn’t really like workgroups.)
g) Turn off the check for duplicates setting inside Sage.
h) Untick “Allow Collection Of Usage Data” in Tools\Options
i) Check that the local copy of Sage50 is not running an auto backup & check data (for users experiencing speed issues at a particular time of the day) [**Only Version 21 & Upwards**]
a. To do this log on as manager user, click File\Schedule Backup. Turn off the backup for any company other than live companies.
j) Check that the AV has local Sage program files, sage common files and sage network drive excluded. (For a quick check – Quit the AV altogether and see if the problem still exists).
k) Check volume of data in help\about inside Sage. Sometimes the data has become large and needs to be cleared down.
a. Send screenshot to support@pimbrook.ie if you need it looked at.
l) Check the file sizes in the accdata folder in the Sage data location – this can show the presence of other data volumes like despatch dockets and stock transactions that are not shown in help\about.
m) To investigate if the problem is a client server issue at a particular PC – a copy of the data can be put on the local drive of the PC in question – then log in and see if the problem still exists.
n) An alternative configuration is to put the data permanently on a PC. Share the location, link the other PCs to the host PC. Make sure that backups are not saved to the local drive.
o) Safely Remove\Copy Out the Following Files from AccData Folder:
a. Search Criteria Files: http://ask.sage.co.uk/scripts/ask.cfg/php.exe/enduser/std_adp.php?p_faqid=34474 (Click Show List button in there)
b. S50 Files: http://ask.sage.co.uk/scripts/ask.cfg/php.exe/enduser/std_adp.php?p_faqid=15770
p) Are all latest patches applied? (Click Help\About)
q) Go through this solution from the Sage Help Centre: http://ask.sage.co.uk/scripts/ask.cfg/php.exe/enduser/std_adp.php?p_faqid=15770 (Long process….)
r) Recurring corruption – Turn on auto backups to backup at lunchtime and night time, that way they only lose half a days work.

 

 

AccountsMate Release – September 2023

Written by Tom Shields on .

Introduction

A new version of AccountsMate (Pimbrook’s enhanced Sage 50 enquiry tool) has been released and provides the following features:

  1. New transaction line enquiries.
  2. Cost at time of sale.
  3. New fields in Supplier and Customer transaction enquires.
  4. Use of custom field labels.
  5. Support for latest versions of Sage 50 (up to v29).
  6. Test company connections.
  7. Performance improvements and fixes.

AccountsMate is available free of charge to our clients as part of our Sage 50 support service. For more details, including a demonstration video, see this link -> AccountsMate For Sage 50 Overview

Details

Updating

Once the new version of AccountsMate is available it will be downloaded automatically the next time a user opens the application,  just accept all questions and the software update will be installed (note, you will have to be connected to the internet and have administrator permissions for the PC).

Versions

To confirm that you are using the new software, check the versions under Help – About, they should be as follows.

  • AccountsMate Console 2.2.0
  • AccountsMate Plugin 2.2.0

Feature Details

1. New Transaction Line Enquiries

New Sales/Purchase Order and Invoice Line Enquires have been provided. This allows users to enquire from the line detail perspective making information like customer and product sales/purchases much easier to get.

2. Cost at Time of Sale

The cost at the time of a sale has been added. This is not currently available in standard Sage 50 and so allows AccountsMate users to report more accurate cost of sales and profit figures. The application uses the product audit transaction list in Sage 50 to find the nearest cost price to the date of the sale for a product.

3. New Fields in Supplier and Customer Transaction Enquiries

The following fields have been added to the Supplier and Customer Transaction Enquiries.

  • Extra Reference
  • Nominal Account
  • Department

Also the Line Type (i.e. Stock/Service) have been added to Sales/Purchase Order, Invoice & Analysis Enquiries.

 

4. Custom Field Labels

AccountsMate will now display the Custom Field Labels from Sage 50 (e.g. for Customer/Supplier Analysis Codes & Address Lines and Product Categories). This will make enquiries more readable.

 

5. Support for Latest Versions of Sage 50 (up to v29)

The latest versions of Sage 50 are now fully supported.

Support for Sage 50 v27 including the following new fields

  • EORI Number & INCO Terms – On Customers/Suppliers
  • OSS Country of VAT & OSS Reporting Type – On Sales Order and Invoices

Support for Sage 50 v28 including the following new fields

  • Is CIS Transaction – On Customers/Suppliers
  • Attachment Added – On Customer/Supplier Transactions

Support for Sage 50 v29 including the following new fields

  • Delivery Address EORI Number – On Sales/Purchase Orders
  • Analysis 4–6 – On Customers/Suppliers
  • E Mail 4-6 – On Customers/Suppliers
  • ORI Number – On Sales/Purchases
  • Company Reg No – On Customers/Suppliers

 

6. Test Company Connection

When changing companies the application will now allow users to test the connection to the new company before trying to load data. This allows quicker confirmation of the connection to the new company.

 

7. Performance Enhancements and Fixes.

Improved Refreshing of Data across all enquiries. This is done by loading the data in batches and shows the progress of the refresh. It also allows the user to cancel. The total records are displayed when a refresh is complete.

The following fixes have been included in this release.

a. Correct the error when displaying Product details from another enquiry.

b. Load Customer details when called from the Quote Enquiry.

c. Show the correct related data (e.g. customer communications, etc.) when clicking on the first row of an enquiry.

d. Sales Invoice Enquiry – show the lines of a sales invoice when only one invoice is loaded. Also show the invoice number first and sort by this in the default layout.

e. Remove the error when an extra Product field is added to the Order & Quote Enquiry.

Sage Payroll (Micropay) 26.1

Written by Sharon Foley on .

Sage Payroll (Micropay) 26.1

Sage Payroll 26.1 is now available to download from our website here

 

Some of the New Features are as follows:

 

1.Calendar and Set Period Dates

To make it even easier to process your payroll, you can hide unused fields from the Set Period screen, to show only the fields relevant to your payroll. This allows you to simplify the calendar view and save time processing.

Find out more in our guide on how to Configure date display settings.

 

2.SSP enhancements

New messages to make it easier to identify when an employee isn’t eligible for SSP and guidance to set up SSP before you process it.

Read more in our handy guide on Statutory Sick Pay (SSP) errors.

 

3.Easier to process the purchase of One4all vouchers.

You can now process purchases of One4all vouchers of up to €1000, without having to split values for any purchases for over €500.

Find out more in our handy guide on how to Purchase One4all vouchers for employees.

 

4.CWPS Legislation Changes

We’ve included the latest CWPS legislative changes, to ensure you stay compliant when processing this.

 

 

Before you install

To prepare, we recommend you complete these steps:

Run through the quick checks in our Prepare to install your Sage Payroll update guide, to ensure your installation runs smoothly.

  1. Open Sage Payroll 2023 and log into your Payroll.
  2. Click Help then click System Information.
  3. Confirm your version number is v26.0.
  4. Make a note of the Program Directory and Data Directory.
  5. Back up your data.

 

Download and install

Now you’re ready to download the software.

TIP: Installing on a network? You need to follow our handy guide to Download and install the latest version of Sage Payroll on a network.

  1. Close Sage Payroll 2023.
  2. Download Sage Payroll update
  3. Locate and right-click the SagePayroll_V26.1.exe file, and click Run as administrator.
  4. Select the I accept the terms of the licence check box, then click Next.
  5. Select This Computer, then click Next.
  6. Select Custom, then click Next.
  7. Check the program directory and data directory are the same as you noted earlier. If not, click Browse, enter the correct directories, then click OK.
  8. Click Next, then select the Add shortcuts to my desktop check box.
  9. Click Install, then click Finish.

 

 

 

 

 

AccountsMate Error “Can’t find file” when applying an update

Written by Tom Shields on .

This error (“can’t find file”) can occur when applying a new update in AccountsMate. From our investigation this seems to be a permission issue related to the security set up of Windows on the computer.

To get around this, you need to run the AccountsMate executable program directly from the installation folder instead of a shortcut (i.e. from the desktop or task bar). You can do this as follows.

  1. Locate the correct folder in Windows File Explorer this is normally “C:\Program Files (x86)\PTServices\AccountsMate”.
  2. Click on the application executable file AccountsMate.exe (it maybe just displayed as AccountsMate) – see below
  3. This will run the AccountsMate program with the correct full permissions to apply the update.
  4. Follow the instructions to apply the update.
  5. Once the update is applied AccountsMate will close, from that point on you can run AccountsMate as normal (i.e. form the desktop or task bar shortcuts, etc.).

Sage 50 Accounts V28 – Features & Downloads

Written by jennie on .

We’re happy to announce that Sage 50 Accounts v28 and Sage 50cloud Accounts v28 are now available.
You can check your current software version by clicking Help and About in your software.

What’s New in Sage50 Accounts?

  • New Sage Help Centre – Desktop Icon – Read More
  • Maintenance – Automate Check Data – Read More
  • Remote Data Access (RDA – Formerly Sage Drive) Improvements* – Read More
  • New ‘Business Dashboards’ Feature* – Read More

*Sage50cloud Accounts Only

 

System Requirements for V28:

  • To View System Requirements for V28 – Click Here

 

Downloads:
To Download Sage 50 v28 Full Program Install – Click Here (544mb) [Program Version No: 28.0.226.0]
To Download Sage 50 v28 Data Service Only – Click Here (532mb)

Issues Downloading AccountsMate

Written by Eamon on .

There may be issues downloading the AccountsMate installation, these are normally due to browser or computer security settings.

The following may help:

 

Microsoft Edge Browser

The download may be blocked as shown below

 

To release this, click on the 3 dots (…) and select “Keep” and continue as instructed.

 

 

Chrome Browser

Chrome often will not even prompt you about a blocked file. It just seems to do nothing. In this case, try clicking on the 4 dots in the chrome bar to bring up the menu and select “Downloads”

 

This should show the AccountsMate blocked download, click this and the “Windows Protected your PC” screen should appear.

 

 

Other Issues

If you have further problems, try using a different browser. you can copy and paste the download link.

If you can, try disabling your firewall and/or any anti-virus temporarily which may be blocking the download.

Finally, consult with your IT provider and ask them to allow the download.

Sage 50 Version 27.2 Update (VAT ECommerce, MOSS, OSS and IOSS)

Written by Eamon on .

Sage 50 Version 27.2 Update (MOSS, OSS and IOSS)

 

If you trade with consumers in the EU from 1st July Sage will have the ability to report the tax.  The update will allow you to report using MOSS, OSS and IOSS.

 

Upgrading your software

Before you begin your Sage 50 cloud Accounts installations there are a few things you should consider.

  • It will require downtime.
  • You need to understand your computer set up.
  • You need to know how your software is set up.
  • If you use 3rd party software, is it compatible with Sage 50cloud Accounts v27? In  preparation of your upgrade the following steps that should be completed, our Sage 50 Checklist can help you ensure these are done in advance.

 

Please contact us on 051-395900 or support@pimbrook.ie if you require a quote to upgrade or if you are on an earlier version of Sage Accounts.

 

Sage have the following knowledge base steps in setting up and processing OSS/IOSS

Additional links

 

Click here for an Introduction to E Commerce, MOSS, OSS and IOSS

 

 

AccountsMate Release – May 2021

Written by Eamon on .

Introduction

 

AccountsMate is Pimbrooks enhanced query tool for Sage 50 and is available free of charge as part of our Sage 50 support service, for more details including a demonstration video see this link -> AccountsMate For Sage 50 Overview

A new version of AccountsMate has been released. This is the 2nd release and is another significant update that will allow you to

  • age debtors and creditors by different methods (i.e. due date),
  • look at your sales despatches and purchase deliveries (which is not easy in Sage 50)
  • drill into related data on your products, such as sales, purchases, despatches, deliveries and adjustments.
  • sort your nominal information in “chart of account” order and view by quarter or week (as well as year and month).

The following Highlights section summarises the release features and for more information see the Details section.

 

Highlights

 

The main changes in this release are:

  1. Overview, Customer and Supplier Enquiries improved to allow multiple aged debt methods (e.g. by period, transaction date or due date) and a selected aging date. Also added an Overdue column.
  2. Nominal Data Analysis Enquiry improved by adding Quarter and Week columns.
  3. New Sales Despatch Enquiries – under Sales Order Enquiry to show despatches for a sales order and from the menu to enquire on all Sales Despatches.
  4. New Purchase Delivery Enquiries – under Purchase Order Enquiry to show deliveries for a purchase order and from the menu to enquire on all Purchase Deliveries.
  5. Product Enquiry enhanced to show associated sales, purchase, delivery, despatch and adjustment information.
  6. Nominal Enquiries enhanced to allow sorting of nominal accounts in chart of accounts sequence (i.e. P& L – Sales, Cost, Overheads, etc.).
  7. A number of performance enhancements and fixes (e.g. faster handling of larger data sets)..
  8. Management improvements (e.g. restricting new companies in roles).

 

The following short video shows these -> AccountsMate May 2021 Release

 

 

Details

 

Updating

The new version of AccountsMate will be downloaded automatically the next time a user opens the application,  just accept all questions and the software update will be installed (note, you will have to have administrator permissions for the PC).

 

Versions

To check if you are using the new software, check the versions under Help – About, they should be as follows.

  • AccountsMate Console 1.4.0
  • AccountsMate Plugin 1.7.0

 

Technical List of Changes

AccountsMate Console 1.4.0

 

Role Maintenance
When adding new roles all existing companies are excluded from users by default, they must be manually added via Menu configuration maintenance.

Company Maintenance
Each new company is now excluded by default from existing roles.

General
Change control of System Administrator mode.

 

AccountsMate Plugin 1.7.0

 

Overview/Customer/Supplier Enquiries
Now displays Ageing of the current debt via two new Current/Future columns.
To calculate where the debt resides, Ageing Criteria has been added that calculates it based on Account Terms which is as seen in Sage50 or Due Date or Transaction Date.
Now displays an Overdue column showing values of accumulated unpaid transactions whose due date has passed based on the ageing date.

Customer Sales Orders Enquiry
New Despatch tab added to the details panel that shows despatch details for the Sales order selected.

Customer Transaction Enquiry
Fixed bug where if a large number of transactions where requested it slowed the loading of data into the data grid.

Supplier Transaction Enquiry
Fixed bug where if a large number of transactions where requested it slowed the loading of data into the data grid.

Customer Sales Order Despatch Enquiry
New form created to enquire on Customer Despatches.

Product Enquiry
Now shows associated data for sales/purchase/delivery/despatch/adjustment in a details panel at the bottom of the form.

Supplier Purchase Order Delivery
New form created to enquire on Supplier Deliveries.

Nominal Transactions Enquiry
Sorting on the Category Name/Type/Title columns, the data is sorted as defined by COA sort order.

Nominal Codes Enquiry
Sorting on the Category Name/Type/Title columns, the data is sorted as defined by COA sort order.

Nominal Transaction Analysis
Sorting on the Category Name/Type/Title columns, the data is sorted as defined by COA sort order.
Two new columns Quarter and Week columns have been added that enable the user to review data over those time periods.

General
Fixed bug in all forms where saving a new layout could over writing existing layouts in certain circumstances.
Fixed bug in all forms that displays an account balance, where when the cell is selected the formatting was lost.
Fixed bug in all forms where the columns where not having “Best Fit” applied to detail grids.
Fixed bug in all forms where it was always prompting the user to save layout even if the layout had not been changed.
In all forms with grids, when a column is sorted now makes sure the first grid line is always visible.