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11 Sage UBS - Banking & Cash Flow

In this section, you will learn how to record the key steps in the banking & cashflow: Maintain bank / cash / credit card account. Explore the banking task flow. Enter sundry expenses transaction via payment entry. Enter fund transfer & reimbursement…

12 Sage UBS - Customer & Sales

In this section, you will learn how to record the key steps in the sales cycle : Maintain customer profile. Maintain sales control, such as allow / not allow zero price, allow / not allow selling above credit limit etc. Issue quotation to customer and record…

13 Sage UBS - Getting Started

In this section, you will learn how to get started with Sage UBS : Exploring Sage UBS. Create a new company. Maintain Chart of Accounts. Maintain Opening Balance. Perform GST setup. Understand the posting methods and perform posting to accounting. Setup numbering…

14 Sage UBS - Inventory

In this section, you will learn how to record the key steps in the inventory management: Add / Update item. Add / Update location Understand various costing methods available in the system. Enter opening stock. Perform inventory adjustment, inventory transfer…

15 Sage UBS - Supplier & Purchases

In this section, you will learn how to record the key steps in the purchase cycle : Maintain supplier profile. Issue purchase order to supplier. Create goods receive note for receiving and record a return when return faulty goods to supplier. Enter invoices…

16 Sage UBS - System

In this section, you will learn how to setup & maintain Sage UBS : Location to download the installer and steps to install the system. Setting up client-server environment (if need to). Activate license, deactivate license, reactivate license. Backup…

17 Sage UBS - Utilities

In this section, you will learn how to use some utility functions in the system: Enter journal entry via quick entry. Maintain and process recurring journal entries Recode master data codes. Maintain and apply user-defined fields. Customize report templates.…

18 Steps to execute when you encounter message "OLE error 0x80131040"

If you encounter this message "OLE error 0x80131040", please follow the steps below: Close all of the Sage products. ​Download the *.bat file from https://drive.google.com/folderview?id=0B4CGWYmsp5kCfkU3UDZ4cnVZVnctNDhLanIzUTNqNTNGSHEzREkxaDkyZnI3cVJwanlYYnc&usp=sharing…