The Diary contains events created automatically from Sage 50 Accounts or manually created by the user. Events are filtered per user so you can only see the events that you have created or that are assigned to you. If you are logged in using the Manager login you will be able to see all events and change the user assigned to an event.
A new credit control view for customers and suppliers has been created for this release. These are called Chase Debt for your customers and Manage Payments for your suppliers.
There are several filters that can be applied that allow you to filter the window to show the information that you want to see when dealing with credit control. A wide range of information is available using the configurable columns.
Filters have been added to show who you need to chase and who to send letters and statement.
Do you have many contacts per customer or supplier? The improvements made allow you to store several contacts per customer/supplier. These can be used to send letters to different contacts or invoices to head office or branches.
The communication history for each customer/supplier is stored in the customer/supplier record. Letters, telephone conversations and meetings may all be logged in the communications tab.
The customer and supplier dashboards have been improved to show more information regarding your customers/suppliers. You can drill to more detail in all areas in the dashboard by clicking on the appropriate area.
Improvements have been made to the Bank Reconciliation window to make running the bank reconciliation easier. Changes include adding the functionality that is in the top window into the bottom. There are also some additions such as
- Running totals for selected items
- Book balance
- Resizable window for the split.
- Configurable columns
- Multi select in the matched transaction window
- Transaction number included by default
- Customer reference can be added,
Improvements have been made to the Cash Flow window to make it easier to see where your money comes from. If changes are made to the date range, the Forecast up to automatically recalculates.
Improvements have been made to make the Corrections module easier to use when a mistake happens. It has been made easier to access but retains the same level of control as the previous error corrections module.
Improvements have been made to the way departments have been referenced. You now have a reference number and a name for each department. Previously there were 3 references for every department (Department ID, reference and name) which made referring to departments inconsistent.
Automatic updates functionality has been introduced to ensure all available updates are installed. As part of the setup there is a window for configuring your internet options regarding auto updates. This can also be accessed from Internet options from the Tools menu.
There are several times in the year where you run several reports at the same time, normally at year end or month end. To help you run reports, batch reporting has been introduced which allows you to select the reports that you want to run together and allows you to run them as one.
HMRC rules regarding dealing with VAT on EC Sales require any invoice for an EC country to contain the VAT treatment that would be charged if it was sold to a UK business.
This needs to be set up in the product defaults for each product record so the correct tax treatment can be shown in the invoices against each item. For this to be shown, the item line must be set to T4 tax code. Additional invoice layouts have been created to show the text, these have EC VAT Description in the title.
- Global change to allow new customers to have the terms agreed by default. These can be set in the Customer Defaults
- Access rights have been updated to include the new features
- Drillable Aged Debtor and Creditor reports
- Record how users pay – This has been added to allow you to record the payment method for you customers.
- HMRC will shortly be changing their bank account details. We have allowed the bank accounts details to be changed that are used for online VAT payments.
- Practice Company has been added to allow you to practice using Sage 50 Accounts 2009 without affecting your live data. This will be similar to creating a new company that you can practice with.
- Secure PDF, this allows you to add a password to the PDF report that you can create. This is set in the customer record.
- E-mail communication, this allows you to filter out your customers that want to receive email communication rather than post.
- Priority customer checkbox, this allows you to mark which of your customers should be treat as a priority.
