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Sage 50C - automate invoice & recript matching

Automation - finance

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Hi

Is it possible to automate the matching of invoice and receipts on Sage 50C?

Our business is very high volume which creates hundreds of transactions daily. These all need manually matching to clear off on the ledger.

Is it possible to automate this? Could anyone point me in the correct direction?

Thanks 

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By johnt27
17th May 2019 12:07

Hi Simon,

No it isn't - you need to move to a proper accounts system like Xero :)

Cheers mate

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to johnt27
17th May 2019 12:59

We've tried - but we have about 130,000 transactions per year and Xero apparently can't cope with that amount.

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By johnt27
to simongroupcm
17th May 2019 13:18

It depends on which ledgers the transactions sit, but the limits are soft limits and I'm aware of other businesses processing in excess of what you suggest.

For large volume transactions the effect is a bit of lag on running reports but nothing insurmountable and the time you'd lose on this you'd easily gain on automation in processing.

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to johnt27
17th May 2019 13:52

Thanks John. Your reply has prompted a separate question. As mentioned, I would love to be on the Xero platform so have asked for people's thoughts on this.

Thank you

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to JKnight
17th May 2019 13:17

You beat me to it JKnight - that's an excellent tool, used it many times over the years

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to Chris Downing
17th May 2019 15:51

Although I've not used the Adept auto allocate utility, I've used some of their others and they are very well thought through (ie clear about the processing problem that they are solving, and based on a very clear understanding of what Sage 50 can and can't do).

Your transaction volumes are quite high though for a Sage 50 install - they are more typical of what's seen in mid range systems such as Sage 200.

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21st May 2019 10:16

have you looked at Paperless - I've had demos & it looks excellent if it does half of what it's supposed to accurately & properly. I'm itching for a client big enough to justify the cost to try it out.

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