Sage 200c and Exchequer User Hints and Tips

Sage Intacct, Smart Rules, Conditions, Tax Group, Create Smart Rule, Add Smart Rule

Smart Rule - Customer must have a Tax Group Set

Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.

Hayley Stephenson

6 days ago1 min read

Smart Rule - Customer must have a Tax Schedule Set

Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.

Hayley Stephenson

6 days ago1 min read

Smart Rule - Customer must have Terms Set

Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.

Hayley Stephenson

6 days ago1 min read

Smart Rule - Customer must have a Credit Limit Set

Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.

Hayley Stephenson

6 days ago1 min read

Smart Rule - Statistical Code Creation at Top Level only

Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.

Hayley Stephenson

6 days ago1 min read

Smart Rule - Project Creation at Top Level only

Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.

Hayley Stephenson

6 days ago1 min read

Smart Rule - Location Creation at Top Level only

Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.

Hayley Stephenson

6 days ago1 min read

Smart Rule - Class Creation at Top Level only

Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.

Hayley Stephenson

6 days ago1 min read

Smart Rule - Department Creation at Top Level only

Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.

Hayley Stephenson

6 days ago1 min read

Smart Rule - GL account Creation at Top Level only

Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.

Hayley Stephenson

6 days ago1 min read

Smart Rule - Supplier Creation at Top Level only

Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.

Hayley Stephenson

6 days ago1 min read

Smart Rule - Customer Creation at Top Level only

Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.

Hayley Stephenson

6 days ago1 min read

Smart Rules

Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.

Hayley Stephenson

6 days ago1 min read

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

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

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

Are the correct people receiving your Sales Invoices

Exchequer, Advanced, Roles, Contacts, Paperless,Specific Role, General Rold

Hayley Stephenson

Apr 7, 20201 min read

Exchequer - Shortcuts

Hayley Stephenson

Mar 20, 20200 min read

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

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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