The activity page in Sage Line 50 is intended to show you all the transactions that have occurred between you and your provider or customer over a lengthy period of time. To open this section you will need to open your company info in Sage Line 50 then navigate to Customer or Supplier and select activity at the top of the page.
You will receive a pop up. You now need to select which customer you'd like to look at do it by typing the customer account code in the box marked A/C at the very top of the page. You now will have the top section filled in for you. Sage Line 50 shows you the Name, Credit arrangement, Balance and Total amount paid by customer.
The beneath section is set out into columns. The first shows you the transaction number in Sage Line 50 this is used for making corrections to details of transactions. You then have the date of the transaction, the reference details and amount. These should all be filled in when you input the data of supplier invoices, payments or customer invoices.
The O/S column shows the sums outstanding this is handy to see the amount the customer owes you and for which invoice. Sage Line 50 then separates the payments and invoices into Debits and Credits.
At the very bottom of the pop up it shows the money owed by the customer in sections each month.
The activity starts from the first transaction with the customer permitting you to see transactions from years before.
You also have the ability to view the transaction by clicking Show details, this only works for customer invoices as Supplier invoices are batched. You're also in a position to print the data on the activity page by choosing Print list at the very bottom.
You will receive a pop up. You now need to select which customer you'd like to look at do it by typing the customer account code in the box marked A/C at the very top of the page. You now will have the top section filled in for you. Sage Line 50 shows you the Name, Credit arrangement, Balance and Total amount paid by customer.
The beneath section is set out into columns. The first shows you the transaction number in Sage Line 50 this is used for making corrections to details of transactions. You then have the date of the transaction, the reference details and amount. These should all be filled in when you input the data of supplier invoices, payments or customer invoices.
The O/S column shows the sums outstanding this is handy to see the amount the customer owes you and for which invoice. Sage Line 50 then separates the payments and invoices into Debits and Credits.
At the very bottom of the pop up it shows the money owed by the customer in sections each month.
The activity starts from the first transaction with the customer permitting you to see transactions from years before.
You also have the ability to view the transaction by clicking Show details, this only works for customer invoices as Supplier invoices are batched. You're also in a position to print the data on the activity page by choosing Print list at the very bottom.
About the Author:
Lois Park has just joined the team at Prosyn and is giving help with internal small company IT Support setups. This Sage Line 50 task was one of her first projects. At Prosyn we target our internal systems as much as we do when providing Business IT Support to our clients.
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