NOTE: This option is available in Sage 50 Accounts Standard and Professional. If you'd like to speak to someone about upgrading, you can contact our sales team on 0191 479 5955 (UK) or 014 470 806 (Republic of Ireland). Alternatively, if you'd prefer us to call you back about upgrading, submit your details>>

1. On the navigation bar click Suppliers, then select Manage payments.

   The Manage payments option is an alternative view to the suppliers list and displays a list of supplier accounts with a summary of their current credit position as follows:

   A/C	The supplier's account reference taken from the supplier record.
   Name	The supplier's name taken from the supplier record.
   Inactive	Indicates which accounts are marked as inactive from the supplier record.
   Contact Name	The contact name from the supplier record.
   Telephone	The telephone number as recorded on the supplier record.
   Overdue	This is the value of any invoices that have become overdue. When you enter an invoice it uses the Payment Due Date within the Credit Control tab of the supplier record to calculate the due date. If the invoice is outstanding for longer than the payment due days it becomes overdue. Sage 50 Accounts v28.0 and below - If the Payment Due Days on the supplier record is set to zero, the default period for invoices becoming overdue is 30 days. Sage 50 Accounts v28.1 and above - If the Payment Due Days on the supplier record is set to zero, you can choose whether invoices become overdue after 0 days or 30 days.  TIP: Changing the value on the supplier record doesn't update the transaction. To amend the due date on a transaction, click Transactions, select the required transaction then click Edit then Due on.
   Balance	This is the balance currently outstanding.
   Payment Method	The regular payment method, as recorded on the supplier record.
   Promised Payment	Y appears in this column if a promised payment have been recorded within the Communications option. For further information about this, please refer to the following section To record contact information.
   Follow up	The due date of any follow up action recorded.

2. To return to the standard view, select Standard.

NOTE: This option is available in Sage 50 Accounts Standard and Professional. If you'd like to speak to someone about upgrading, you can contact our sales team on 0191 479 5955 (UK) or 014 470 806 (Republic of Ireland). Alternatively, if you'd prefer us to call you back about upgrading, submit your details>>

1. On the navigation bar click Suppliers, click the required supplier account then click Communications.
2. To add a new contact, click Add entry, or to amend an existing contact select the contact you want to change then click Edit entry.
3. Complete the Supplier Communications History window as follows:

   TIP: If required, to delete a contact from the Supplier Communications History window, select the relevant contact, click Delete Entry then click Yes.

   Communication Details	Holds general information about the contact, such as the type of contact, the date and a contact name. You can record the contact type from Telephone, Letter/Fax/Email or Meeting. NOTE: If you're amending an existing contact, you can't change the overall type of the contact, for example, you can't change a telephone contact into a letter.
   Contact Details	When recording a telephone call, the telephone number from the supplier record appears in the Telephone box. If you use the Windows telephone dialler, to dial the number click the finder button to the right of the telephone number.
   Telephone Timer	Use this area to record the duration of a telephone call, when the call begins, click Start and the timer counts until you click Stop at the end of the call.
   Communication Result	Use this area to record the outcome of the contact. From the Outcome drop-down list choose the required outcome for the contact. If you choose Payment Promised in Promised Amount enter the amount promised then enter the due date. If promised payments already exist for this account, the Follow up column in the Manage payments view is updated with the date of the most recent contact with an attached promised payment. When you record promised payment details, the promised payment also appears in the Cash Flow window. TIP: The Diary is automatically updated to show reminders for promised payment dates. If required, you can also specify a follow-up date, choose the required account status and the required credit position.

4. To save the contact, click Save then click Close.

1. On the navigation bar click Suppliers, click the required supplier account then click Activity.
2. To enter the a transaction range, in the Show drop-down click the appropriate range. Alternatively, click Custom Range and enter your own dates.
3. To close the activity, click Close.

NOTE: The ageing periods are determined by the Supplier Defaults settings. To view these, on the menu bar click Settings then click Supplier Defaults.

1. On the navigation bar click Suppliers, click the required supplier account then click Aged balances.
2. Enter the required dates then click OK.
3. The options in the Aged Balances window are as follows:

   Detailed	Shows the account's detailed aged balances.
   Print List	Prints the list of aged balances.
   To Excel	Sends the list of aged balances to excel.
   Graph tab	Shows the aged balances in a graphical format.

4. To close the Aged Balances window, click Close.

NOTE: This option is available in Sage 50 Accounts Standard and Professional. If you'd like to speak to someone about upgrading, you can contact our sales team on 0191 479 5955 (UK) or 014 470 806 (Republic of Ireland). Alternatively, if you'd prefer us to call you back about upgrading, submit your details>>

1. On the navigation bar click Suppliers, then click Disputes.
2. In the A/C* drop-down, click the required supplier's account reference.
3. To flag a transaction as disputed, click the transaction, click Dispute, choose the dispute reason then click OK.
4. To remove the disputed status from a transaction, click the transaction then click Dispute.
5. To save the changes, click Save then click Close.

TIP: To amend a dispute reason name, on the menu bar click Settings, click Configuration then click the Dispute Reasons tab.

NOTE: If you use the VAT Cash Accounting scheme or your supplier uses a foreign currency, do not use the steps below. Instead, you must write off debts manually.

1. On the navigation bar click Suppliers, then click Write offs & returns.
2. Click the type of write off you want to do.
3. In the Select Account* drop down, click the required supplier account, then click Next.
4. Click the transactions that you want to write off, if required choose a bank account then click Next.
5. To write off the selected transactions, follow the on-screen prompts.

NOTE: This option is available in Sage 50 Accounts Standard and Professional. If you'd like to speak to someone about upgrading, you can contact our sales team on 0191 479 5955 (UK) or 014 470 806 (Republic of Ireland). Alternatively, if you'd prefer us to call you back about upgrading, submit your details>>

1. On the navigation bar click Suppliers, then click Suggest payments.
2. Complete the Suggest Payments window as follows:

   Funds for Payment	Enter the amount available to pay the suppliers.
   Bank A/C	From this drop-down list, choose the bank you want to make the payment from.

3. If required, to hide suppliers paid by Direct Debit or standing order, click the Exclude suppliers paid by direct debit / standing order check box.
4. Click Suggest.

   The available funds are allocated to the suppliers in the following order:

   • Priority suppliers are allocated payment first. Funds are allocated to the highest overdue balance first then to the next highest overdue balance and so on.

   NOTE: The date used to determine the overdue balance is the due date on the transaction.

   • If any Funds for Payment remain after all priority suppliers are paid, funds are allocated to the highest overdue balance first then to the next highest overdue balance and so on.
5. To make the suggested payments click Make Payment.
6. To close the Suggest Payments window, click Close.