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Sage X3 Shortcuts
Sage X3 uses a series of keyboard shortcuts to expedite common operations. The PDF takes you through some of the most frequently used...

Hayley Stephenson
Jun 11, 20201 min read
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LOADROLE Miscellaneous Function
Please find below a list of Formulas you can cut and paste onto your forms to help ensure that the hierarchy of contacts is observed:...

Hayley Stephenson
Apr 8, 20201 min read
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Getting the right contact details on your paperwork
Getting the right contact details on your customer facing paperwork, aid communication, builds relationships and hopefully speeds up...

Hayley Stephenson
Apr 8, 20201 min read
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Are the correct people receiving your Sales Invoices
Exchequer, Advanced, Roles, Contacts, Paperless,Specific Role, General Rold

Hayley Stephenson
Apr 7, 20201 min read
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Hayley Stephenson
Mar 20, 20200 min read
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Sage 200c - Updating Records by CSV Template
Use the Update Records Templates to dynamically update your customer accounts, supplier accounts, nominal accounts and stock items,...

Hayley Stephenson
Mar 12, 20201 min read
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Sage 200c - Analysis Customer Accounts
Understanding who your customers are, is important when times are good, and essential when times are tough. To help us do this we use...

Hayley Stephenson
Mar 12, 20201 min read
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Exchequer - Job Costing, OLE Save Budget
This video takes you through the process of creating an OLE spreadsheet and saving it back into Exchequer. Using the example of analysis...

Hayley Stephenson
Mar 1, 20201 min read
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Exchequer OLE Add-In Installation
This post details the Exchequer OLE Add-Ins to Microsoft Excel. This process must be done for all users individually who require access...

Hayley Stephenson
Mar 1, 20201 min read
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Sage 200c - Report Designer Adding an Image
Separating your business from the crowd is important for all companies, and branding is simply one of tools we use to do that. Help to...

Hayley Stephenson
Feb 29, 20201 min read
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Exchequer - Forms Designer Adding Logos
Separating our business from the crowd is important for all companies, and branding is simply one of tools we use to do that. Help to...

Hayley Stephenson
Feb 29, 20201 min read
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Exchequer - OLE Save Button
This video explains why adding a simple button to your OLE Journal will reduce the risk of duplicating transactions in your accounts. It...

Hayley Stephenson
Feb 23, 20201 min read
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Sage 200c Fuel Scale Charges
This video covers the creation of a vat journal for Fuel Scale Charges. Helpful links include https://www.gov.uk/fuel-scale-charge Still...

Hayley Stephenson
Feb 18, 20201 min read
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Sage 200c Supplier Bank Account Details Log
Use the new audit log in Sage 200 to track changes to your suppliers bank account details. Whenever a sort code or account number is...

Hayley Stephenson
Feb 16, 20201 min read
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Sage 200c Nominal Vatable Payments
The recent addition of Making Tax Digital has made many users need to consider entering all of their vat-able transactions in the system...

Hayley Stephenson
Feb 15, 20201 min read
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Sage 200c Purchase Invoice Rapid Invoice Entry
Speed up your purchase invoice entry with the new fast purchase invoice entry screen. The new screen layout will allow you to enter...

Hayley Stephenson
Feb 15, 20201 min read
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