I have been doing sage for a while on and off and I have come across a problem that I cant rectify. I have an unallocated balance showing of -£400.00 on a customer account. I paid it by pay in full and entered it on the date it was paid. It has somehow gone to (SA) and now I cant get it off and it has been paid?
I realise I have got to post a receipt ? £0.00 and pay in full both and counter balance it off - please help. I am purchasing the book for dummies !!
So hows about an intro before we start. We always ask newbies!
Usual stuff - what prof body you belong to, do you work for yourself or in a practice/ firm, are you a bookkeeper or accountant, what qualifications, how long in role, where up to in your studies-what exams passed/with what body/in midst of doing, where based, what you did before this role? That so of thing. Helps get to know you but also how best to pitch answers.
Also - when asking for a technical response about software then always best to add the type of software (in this case, is it sage one, essentials, 50 (and which type of sage 50, 200 etc) and then which version (year, or v20..... or such).
What do you have outstanding in the customer account? An invoice as well?
Sometimes its worth putting on a screen shot, but unlikely thats its necessary in this case, assuming we have all the answers to all the questions.
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Joanne
Winner of Bookkeeper of the Year 2015, 2016 & 2017
Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.
You should check out answers with reference to the legal position
Hi Sorry I was just in a panic over my accounts, I have done a sage course with Burton College and I also have a whole list of professional qualifications, would you like my CV? I am Company Seretary for a General Trailer Engineering compay if you go on companys house you will see I am registered as such. I have always done double entry book keeping and I have several competence certificates. Association of Chartered Accountants (ACCA) is the body of which I have studied. I also have a teaching degree. Please feel free to check my qualifiactions on the appropriate data bases. I am new to sage due to our Sage lady leaving therefore it is not my HOT TOPIC, not my accounts of choice, give me a pencil any day... Yes I am over 45! :)
I only asked for some help, which is now not required as I called up my Sage tutor at the college was able to get through and am now sorted with it as it was in my refunds ( customer refunds) I didn't realise I had to submit my lifes story. The way I read the comments was as if I was new/ daft and needed to prove I was in fact any sort of accountant! I have re read it and think that it could be worded better? anyway you may block or delete me now. Whatever, thanks for the help regards Christine ( with a very dry sense of humour).
If the OP had bothered to take a look at the site before posting she wouldve understood the nature of this site and why indeed we were asking.
Of course she was was asked if she was an Accountant - as this is a site for professional Accountants and Bookkeepers!!!!!!!!!!
But even if she had not reviewed the site before posting, I did I explain that we ask all newbies to do the same intro. I also explained it was to help pitch answers. Understanding that she knew about double entry and her background and that she is not wet behind the ears (as some of our posters, in the nicest way, are) means that we wouldnt then come across as talking down to her.
She mightve ONLY asked for some help, but as we dont get bloody well paid for answering, the attitude back to a polite request is ridiculous, uncalled for and frankly totally unacceptable. But reading that she was a teacher made me laugh and fully understand the attitude problem, mostly goes with the territory with a lot of teachers these days, but fortunately not all of them. Just hope she wasnt an English teacher.
Wonder why the Sage lady left?!
Naturally if she is ACCA qualified (although I cannot see her on their list!) then Im sure she can figure it out for herself next time she has a problem.
Funny - but the questions asked about the sage position were not answered, although at no point in her post did she suggest there was a refund involved, as she mentioned there was a sales receipt she was trying to match!! So perhaps she shouldve taken some time to better explain her question anyway.
Christine You can delete your own account!!!!!!! Via edit your profile.
Perhaps Accounting web will be a better fit for your future questions and attitude.
-- Edited by Cheshire on Friday 17th of March 2017 03:02:00 PM
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Joanne
Winner of Bookkeeper of the Year 2015, 2016 & 2017
Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.
You should check out answers with reference to the legal position
I've recently got married, the ACCA is in my maiden name and on the list. The sage lady left because she died. I was not being rude like I said I was in a panic. Again thanks for the help and the attitude and I am a teacher and I dont teach English. I am deleting the account - but if you would like to say anything else before I go please do so now so I may defend myself...
I am absolutely disusted with this, initially my response was from a rude reply.
Admins are suposed to be helpful - I appreciate you do not get paid for this, but other people did not get the response I did? bad day? take it out on someone else or take a chill pill !
How can you answer a question if you do not know who your audience is?
Time after time folk will, at no direct fault of themselves, post 10% of the question they actually want answering, or will even omit again through no fault of their own, a major variable which will completely change the answer.
Therefore, to know whether the question is coming from a student, a bookkeeper, an accountant, or even a Chartered accountant makes a LOT of difference.
So now due to your attitude, nobody else's, it has taken 10 times as long to justify a response to a damn simple request.
Nobody has been rude, aside from you.
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Johnny - Owner of an overly-active keyboard.
A man who can read, yet doesn't, is in no way wiser than a man who can't.
No idea what you mean by ''other people did not get the response I did''. Well unless they come on here with such an attitude, rudeness or complain about the 'service' they are getting or a perceived incorrect response, then they will not. BUT all newbies get asked the same question and everyone asking technical questions will be asked the same thing, by a variety of software experts on here, so you havent been singled out.
Why oh why would anyone get in such a panic over one small entry on a set of accounts - its not life or death is it!!!!!!! Even if it was time critical, which is clearly wasnt, there is absolutely no excuse for bad behaviour.
I think the almost 5000 posts, indicate the amount of help I have given to people, which you couldve had if you had provided the information necessary.
Carry on with the attitude. Its not just me that thinks you have one - Johnny pointed it out too.
I am absolutely disgusted by you posts and frankly not prepared to waste any more time on such nonsense. BTW - Im not admin.
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Joanne
Winner of Bookkeeper of the Year 2015, 2016 & 2017
Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.
You should check out answers with reference to the legal position
Whoa people. I didn't read this one as it had Sage written all over the title and you all know what I think of that software (but still prefer it to anything the cloud has to offer).
This seems to have got a little heated and reading through I can see no reason that it's got out of hand. It was a perfectly legitimate question from a financial professional.
Also Joanne's question about a little bit of history so that the site knew at what level to pitch the reply was fine... After that it all seems to have gone pear shaped.
We can't go calling people liars, being derogitory about others or being dubious of their qualifications unless we have good reason to be. Can we please try to be friendly to new site members until they give us reason not to be. Remember, we're better than that.
Chrissie,
my appologies that I did not pick this up earlier. As mentioned above such was purely down to the subject matter and I had already seen that Joanne was on the case attempting to guage the level to pitch her response. Nobody was looking for a CV or great detail just basically whether you are a student or qualified and if qualified with which body as we would tend to answer questions differently to someone with (say) an ICB qualification as opposed to ACCA.
You mention above about admins but the people posting here are not site administrators (yet). I am the sites moderator and as such I should have picked up that this one was getting out of hand earlier. I am truly sorry for that slight dereliction of my duties but as I'm sure you know, at times our workloads make no allowance for the small number of hours in each day.
Welcome to the forum Chrissie and I hope that all future exchanges will go a lot smoother than this one has.
My appologies again,
Kindest regards,
Shaun.
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Shaun
Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.
This post would have been answered and placed on page 3 by now if the initial respondent had been less shirty.
Rules are to be abided by, by all - totally agree.
I know we are only virtual friends here but when you believe someone is having an attitude with another, for no reason you do wish to say something- especially in defence of someone who contributes so much.
Fair enough Joanne isn't a wallflower (no offence :)) and is more that capable to air her own opinions, but it would have been wrong (to me anyway) to just read the post and say nothing.
I don't believe an apology is needed, but I will consider the rules further in the future.
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Johnny - Owner of an overly-active keyboard.
A man who can read, yet doesn't, is in no way wiser than a man who can't.
Hi again, thank you Shaun for your response which has been lovley. I genuinely was asking if you needed my CV for reference, not in a shirty way as it was taken, I did get my hair off a bit later on though I feel it was justified. I have been called a liar with bad behaviour, shirty and a person with attitude, when all in all I wanted some help on this sage that my collegue left when she passed. I have been struggling with little parts of it, but called my tutor as I am now doing a more advanced course on it.. needed I grant you. ( if anyone has done one then they will know it is turn on the computer and add accounts and put on information for suppliers and customers and do some cash accounting) I feel I need to explain myself. My accountancy qualifications are in my maiden name. This is not a lie. I probably could have worded my request better but I have no clue about it therefore the question was a genuine oh my god what the hell do I do here sort of thing...
I went on facebook and someone recommended sage for dummies and said this was quite helpful. I will try it.
I think that you can not express a typed message how you would say something - often misconstrued, clearly this has happened here. I do not think it is acceptable to name call and I did feel quite bullied by these two participants. Slating teachers and obviously presuming they know more than they do about a persons history and persona. If you read the comments quite frankly there is a legal aspect in there for deformation of character or libel.
I would like to draw a line under it now and think that apologies all round are due.
I apologise if I have caused upset or hurt by my comments, not intended.
Blimey I have just logged on and thought I might answer a sage question, which I know is unusual for me, but I can actually do sage although certainly don't promote it as I am a QB's user by preference.
Welcome to the forum Christine, glad you got your query sorted out, sounds like you have been thrown in at the deep end.
Blimey I have just logged on and thought I might answer a sage question, which I know is unusual for me, but I can actually do sage although certainly don't promote it as I am a QB's user by preference.
Welcome to the forum Christine, glad you got your query sorted out, sounds like you have been thrown in at the deep end.
Hi Amanda
A post made by me was removed because I made allegations against the poster and broke forum rules by doing so. Regrettably this has skewed the thread somewhat and it now looks like it was Joanne and Johnny who were the culprits of Chrissies comments. I wholeheartedly apologise to both of them and to the rest of the group for falling below my usual professionalism and I have assured Shaun this won't happen again.
I would also like to point out that Joanne does a cracking job on answering posts and I for one value her posts (you know where to send the cakes haha) and it's only right that newbies are asked these questions so that answers can be pitched at the right level
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John
Any advice given is for general guidance and professional advice should be sought applicable to your circumstances.
? £0.00 and pay in full both and counter balance it off - please help. I am purchasing the book for dummies !!
I only asked for some help, which is now not required as I called up my Sage tutor at the college was able to get through and am now sorted with it as it was in my refunds ( customer refunds) I didn't realise I had to submit my lifes story. The way I read the comments was as if I was new/ daft and needed to prove I was in fact any sort of accountant! I have re read it and think that it could be worded better? anyway you may block or delete me now. Whatever, thanks for the help regards Christine ( with a very dry sense of humour). 
