Improvements to Sales Orders in EXACT ONLINE

See credit limits and overdue invoices when entering sales orders

It’s important to know your customers’ credit limits are not being exceeded when creating a sales order. You should also know if they have outstanding invoices before proceeding. Checking this information should be effortless – that is why Exact Online has introduced a pop-up message containing credit limits and outstanding invoices. It appears when creating a new sales order. You can see accounts receivable here also.

This Financial Insight feature is available for both Exact Online for Wholesale Distribution and Manufacturing.

The message will appear if your customer has exceeded their credit limit and also if they have invoices overdue. You can still go ahead with the sales order if you wish. The purpose is simply to flag the information before you proceed with the order. Perhaps you would prefer to contact the customer before going ahead. Now you have the relevant information to make this decision.

Any specific remarks from the customer Account page will also show up in the message.

 

Available stock

A new column has been added to the Sales Order which shows available stock. You must customize your Sales Order screen in order to see the column. This feature is available in the Item Browser also.

Watch this video for more detail:

 

Contact James today jdoyle@synergynet.ie to learn about the benefits Exact Online can bring to your business.

 

re-use computers Africa

Computers for Africa

re-use computers Africa

We try our best to reduce, reuse and recycle here at Synergy Network. We are therefore delighted to be able to send ten of our old (but still working) computers for reuse in Africa. These computers will contribute to the education of disadvantaged students.

Camara Education

This is through Camara Education, an Irish charity, who are helping young people to improve their life opportunities through technology. Schools in Ethiopia receive many of the computers donated by Irish companies.

Despite making some progress towards reducing extreme poverty, Ethiopia is still one of the poorest countries in the world.

It’s great to see our old computers being used for such a great cause!

 

 

 

 

 

 

 

 

 

 

 

 

 

Backup to the cloud in Sage 50c Accounts

Everyone knows how important it is to back up your data – in Sage 50c Accounts you can save your scheduled backups directly to the cloud with Microsoft One Drive. Use the Backup Manager to set automatic backups at a specific time which suits you. Automatic backups will run in the background so you don’t have to log in or even be at your computer.

Learn more about Microsoft One Drive here.

 

Notifications and restoring a backup

Rest assured – have automated email notifications sent to reassure you that your data is backed up.

If you find you need to restore a backup file, you will now have them stored in Microsoft One Drive, ready to download.

 

This feature requires integration with Office 365.

 

Watch this video to see how:

 

 

For More information on Sage 50c Accounts v24

Call Malcolm on (071) 9146815 or Email sales@synergynet.ie

Unallocate transactions in Sage 50

Make changes

It is possible to unallocate transactions in Sage 50 Accounts. This is useful if you need to edit an invoice that has been paid or credited. Furthermore, if you have allocated the wrong payment to an invoice you can easily unallocate the transaction.

This feature gives you peace of mind knowing that you can make amendments should you allocate transactions incorrectly.

Will the amount change in my account?

Unallocating transactions removes the link between the payment and invoice/credit note but it does not change the amount in your accounts.

In this video we see how to unallocate a transaction:

For More information on Sage 50c Accounts v24

Call Malcolm on (071) 9146815 or Email sales@synergynet.ie

PAYE Modernisation: significant change to payroll

What is PAYE Modernisation?PAYE Modernisation Revenue

PAYE Modernisation comes into effect at the beginning of 2019. It will significantly change the reporting of PAYE and will affect every employer and employee in Ireland.

Every time an employer runs their payroll, they will be required under law to report pay and deductions for each employee, instead of once a year using the P35 as has been the case since the introduction of PAYE. Reporting forms well known to employers such as P30, P35 and P45 will no longer be in use.

Additionally to reporting pay and tax deductions, employers will report details on new employees prior to their first pay day as well as details on those leaving employment.

 

Will it change how I calculate PAYE?

The calculation of PAYE is not changing, employers will simply have to report it more regularly than before. It is a similar idea or system to that in the UK – RTI (Real Time Information) – where employers must file electronically the returns on each payroll run.

 

Why are Revenue introducing this change?

Having up-to-date information will permit Revenue to give accurate and efficient instructions to businesses. This will also result in more accurate tax payments, meaning less under or overpayments of tax.

It is advisable for businesses to start getting ready now for PAYE Modernisation and ensure they have correct systems in place.

The belief is that PAYE Modernisation will eventually streamline reporting to Revenue and make PAYE submissions more efficient. It should also reduce the administrative burden that the current system creates for businesses.

 

Sage Payroll and PAYE Modernisation

Sage Payroll (formerly known as Sage Micropay) is a payroll system that is recognised by Revenue and complies with the latest payroll legislation. Their developers are already working on updates to ensure the software is compliant with the new regime. Sage are due to release these updates between November 2018 – January 2019.PAYE Modernisation Sage Payroll

 

For More information on Sage Payroll

Call Malcolm on (071) 9146815 or Email sales@synergynet.ie

 

Allocate a payment on account to an invoice in Sage 50

If you require a customer to pay upfront before generating an invoice, with Sage 50 Accounts you can easily allocate a payment to an invoice later.  Similarly, if an account has multiple outstanding invoices, you might not be sure which one is relevant at the time of payment, or you might simply be too busy in that moment to allocate – this feature facilitates you to allocate the payment at a later date when it suits you.

The same procedure applies to supplier payments on account and also subsequent allocation of credit notes.

The benefits of correct allocation of payments and credit notes are:

  • Correct ageing analysis reporting
  • A clearer view of which invoices are outstanding both on the customer/supplier activity record and on Customer Statements

In this video we see how to allocate a payment on account to an invoice:

 

For More information on Sage 50c Accounts v24

Call Malcolm on (071) 9146815 or Email sales@synergynet.ie

 

 

Bank reconciliation changes – Sage 50 Accounts

Sage makes it easy to post any missing transactions with the Bank Reconciliation window.

If you’re doing your bank reconciliation and notice some extra transactions, they can still be easily entered.

 

Watch this video to see how:

 

 

For More information on Sage 50c Accounts v24

Call Malcolm on (071) 9146815 or Email sales@synergynet.ie

 

EXACT ONLINE ANONYMISATION FOR GDPR

GDPR and Exact

GDPR is upon us today, Friday 25th of May. It affects how we obtain, record and process personal data. It also increases the individual’s rights over the personal data any company or organisation holds on them.

Some of the data you process in Exact will most likely personal data, i.e. data which relates to an identifiable person.

You can find out more about GDPR from the Data Protection Commissioner website.

 

Anonymisation

You can now anonymise data in Exact so that you are no longer holding personal data that you shouldn’t be. The data is either removed or made unrecognisable. Sometimes you cannot delete data because it’s used in an invoice for example, so anonymisation is a solution in this case.

 

Important

Before discussing how to anonymise, here are a few things to note:

  • Once you anonymise data – it is permanently removed. It is irreversible, so it is important that you are sure you no longer require the data (a warning message will appear after clicking Anonymise so you won’t do it by accident).
  • Exact Online won’t check legal data retention periods nor automatically delete/anonymise data you store.
  • Data can be anonymised in an account or just a contact if preferred. However, all personal data in the account or contact will be anonymised – you cannot select specific data in the account/contact to anonymise.
  • All account types can be anonymised (Suspects, Prospects, Customers, Suppliers, Contacts).
  • Only inactive accounts can be anonymised. Select an end-date to make an account inactive.

 

anonymise exact online

 

How to Anonymise

  • Hover your mouse over Accounts. Choose the required account type (Suspects, Prospects, Customers, Suppliers, Contacts).
  • Click on Overview.
  • Choose one or more accounts or contacts you want to anonymise from the Overview page or go directly into an Accountor Contact.
  • If you are still on the Overview page, click the Anonymise hyperlink. From inside the account/contact, click the Anonymise button.
  • When the warning message appears, check Yes, permanently anonymise this/these account(s) and all related information.
  • Click Anonymise.

anonymised account

 

Contact James today jdoyle@synergynet.ie to learn about the benefits Exact Online can bring to your business.

GDPR – Individual Rights and Sage 50 Accounts

GDPR and Sage 50 Accounts

The General Data Protection Regulation (GDPR), which comes into force this Friday May 25th, increases the individual’s rights on the personal data any company or organisation holds on them. Individuals will have the right to know the reason you hold data on them and what you use it for, and also, the right to request that the data be amended or destroyed. How does this relate to Sage 50 Accounts?

Sage 50 Accounts assists you carry out your business by holding the data you require. However, if some of the data you process in Sage is personal data, i.e. if it relates to an identifiable person, you must make sure you are aware of an individual’s rights under GDPR.

It is advisable for businesses to review their procedures to ensure they comply with GDPR. Find out more from. You can find out more about GDPR from the Data Protection Commissioner website.

 

Right to be informed

People must be told what you are doing with their data – including in Sage 50 Accounts. A privacy statement is generally required to cover you holding any personal data amongst the data from your customers and suppliers in Sage Accounts.

Right of access to information

Individuals have the right to request access to their personal data. They have a right to:

  • Confirmation that you’re holding their data.
  • Access their personal data.
  • Access other supplementary information.

If an individual sends you an access request, you must send them the above information.

Right to correction of data

If you hold personal data, it is your responsibility to ensure it is accurate and up to date. An individual can ask at any time that you correct their data. This would need to be updated also in Sage 50 Accounts.

The new customer and supplier contacts reports in Sage 50 Accounts allows you to locate individuals’ names in your records. Read more.

You can edit any records which hold personal data, such as names and email addresses.

Right to erasure

If an individual requests that their personal data is deleted, it must be deleted unless there is a legal reason for keeping such data.

Right to restrict processing

Individuals have the right to stop further processing of their personal data. If a person requests this, you can still store their personal data, but you cannot process it further.

If required, information can be anonymised within a record or you can remove the non-relevant information.

Right to data portability

When someone has given their personal data to you based on consent or a contract, they can request the return of this data in a machine-readable and structured format. This means that it is structures in a way that software can extract the data for example, in an Excel or CSV file, instead of a Word or PDF doc.

Sage 50 Accounts lets you export data in a format that can be imported into other software if necessary.

Right to object

Mainly related to personal data being used for marketing and profiling, individuals have the right to object to the processing of their data.

 

For More information on Sage 50c Accounts v24

Call Malcolm on (071) 9146815 or Email sales@synergynet.ie

Sage v24.2

GDPR Reports in Sage 50 Accounts

GDPR Reports in Sage 50 Accounts

The latest update for Sage 50 Accounts (v24.2) is here just in time for the General Data Protection Regulation (GDPR). It introduces GDPR Reports in Sage 50 Accounts – four reports which will assist in getting you GDPR ready by helping you identify contact records and companies you haven’t traded with in a long period so that they can be deleted.

Customer Reports

Customer Contacts

Search for a name in your customer records with this report. It is especially helpful in the case when someone exercises their right to access their personal data or to deletion.

To run this report, click Customers and then Reports. Click GDPR and then double-click Customer Contacts.

1. You can enter a range of customer records if you need to in the Customer Ref fields.

2. Enter the relevant contact name in the Customer Ref fields.

3. Depending on whether you want to search only active/inactive records or all customer records – choose Show Active/Inactive in the drop-down menu.

4. Click OK.

The report will find any instance of the name searched in the registered, contact or delivery addresses of your customer records. After you have identified which customer records you need to edit, you need to manually check for any other references that should be edited, like email addresses or memo field entries.

 

Dormant Customers

With this report you can see which customers you haven’t traded within a specified date range.

  1.  Click on Customers and then Reports. Hit GDPR then double-click Dormant Customers.
  2. Select the required date range using the drop-down options.
  3. Click OK.

The account reference and contact details for customers who have no transactions in the specified date range will be listed. Their last transaction date and balance can also be seen here.

GDPR Reports in Sage 50 Accounts

Supplier reports

Supplier Contacts

Search your supplier records for a name. This report is especially useful in the case when someone exercises their right to access their personal data or to deletion.

  1.  To start, click Suppliers and then Reports. Click GDPR then double-click Customer Contacts.
  2. You can enter a range of supplier records if you need to in the Supplier Ref fields.
  3. Depending on whether you want to search only active/inactive records or all supplier records – choose Show Active/Inactive in the drop-down menu.
  4. Click OK.

The report will find any instance of the name searched in the registered, contact or delivery addresses of your supplier records. After you have identified which supplier records you need to edit, you need to manually check for any other references that should be edited, like email addresses or memo field entries.

 

Dormant Suppliers

With this report you can see which customers you haven’t traded within a specified date range.

  1.  Click on Suppliers and then Reports. Hit GDPR then double-click Dormant Suppliers.
  2.  Select the required date range using the drop-down options.
  3.  Click OK.

The account reference and contact details for suppliers who have no transactions in the specified date range will be listed. Their last transaction date and balance can also be seen here.

 

GDPR Reports in Sage 50 Accounts

 

 

For More information on Sage 50c Accounts v24.2 and GDPR Reports in Sage 50 Accounts

Call Malcolm on (071) 9146815 or Email sales@synergynet.ie