Sage
Sage Lock Date
The ‘Sage Lock Date’ can be found in the dropdown menu in the top left corner of Decorus Once selected, enter the date you want to lock the software to and click ‘Set’ This will prevent any transactions posting prior to this date. If you have set a ...
Bank Reconciliation within Sage
Within Sage go to ‘Bank Accounts’ on the left hand task bar Highlight the Bank Account Click ‘Reconcile’ The Statement summary window will appear – Sage will automatically enter a ‘Statement Reference’ based on your bank account nominal code and the ...
Sage Corrections
(Before doing a Sage correction check that no transactions are linked) 2015 version Click on ‘Transactions’ and follow instructions from ‘Quick Search’ * 2014 Version To make amendments/deletions in Sage, go to ‘File’ (top left of main screen) and ...
Maintenance Check in Sage
It is advisable to check your data in Sage regularly for any errors or warnings. Click on ‘File’ and from the drop down menu, select ‘Maintenance’ 2014 Version 2016 Version 2014 Version A new window will appear, click ‘Yes’ In the next window, ...
Entering Opening Balances
Agent Version To enter an opening balance for a tenant (To be paid to the Landlord) If a tenant has arrears or has paid in advance (but you do not want to record in the bank), you enter this as a single invoice Within the tenancy record, click on ...