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1 After DO is created, can I pull the item in DO directly to my invoice?

Yes, you can. At your invoice page, after you select the debtor, click the select DO icon and the select DO page will appear. Those uninvoiced DO will be available for your selection. Tick the DO you wish to invoice and click the select icon, the DO item…

2 An error message prompted: Invalid date. Date is not within current financial year or is in a closed period

Scenario: When try to enter journal entry, an error message prompted: Invalid date. Date is not within current financial year or is in a closed period. Solution: The Journal Date period is in close status in the Journal that you wanted to enter and check…

3 Approve quotation | 批准报价单

Scenario: How do I approve a quotation? Solution: Access to [Sales > Quotation] Double click on the quotation wanted to be approve Click on More... button and select Approve 方案: 如何批准报价单? 解决方案: 进入[Sales > Quotation]…

4 Disable require approval for quotation | 关闭需要批准报价单设定

Scenario: Company does not practice require approval for quotation, how do I disable such function in Sage UBS plus? Solution: Access to [System > General Settings > Inventory & Billing Settings] Click on Others tab Select No for Enable Quotation…

5 Distribute debtor and creditor opening balance

Scenario: The solution below is explaining the reason for distribute debtor and creditor opening balance but cannot select any debtor and creditor account. Solution: This is due to there is no opening balance for Debtor and Creditor Control account in GL…

6 Does Purchase order and quotation affect my financial statement in Sage 50?

Both Purchase Order and Quotation does not affect your financial statement in Sage 50.