Automatic Payment and Remittances. Sage Evolution Standard

Below you will find brief information for software Evolution Standard. This user guide will help you to understand the basic functionality of the software which includes features like inventory management, sales and purchases, accounting, and contact management.

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• Accounts Payable Processing

Chapter 8 – Accounts Payable

Automatic Payment and Remittances

This function is a superset of the Automatic Payment Batches function, which we look at next. In that function, you can enter simple parameters and the system creates a payments batch ready for you to process. There is no ability to select individual suppliers or invoices. This Automatic Payment and

Remittances function gives you more choices, but also involves more work:

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You can see invoices due per supplier, and exclude or partially pay individual invoices

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You can process discounts per invoice

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The system creates posted payments linked to invoices, not a batch of payments that you can amend

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You can print remittance advices

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You can pay suppliers electronically or you can print cheques

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The system prepares a provisional list of payments based on settings you supply. You can then modify individual payments.

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Multiple agents can access Automatic Payment and Remittances Batches simultaneously.

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Create multiple Company Bank Accounts to accommodate supplier payments when creating

Automatic Payment and Remittance Batches.

You access this function via the Transactions...Accounts Payable...Automatic Payment and Remittances menu option, or the system tree Accounts Payable...Transactions function. Note that this function does not display directly on the system tree.

Chapter 8 – Accounts Payable Accounts Payable Processing

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When you select this function, if there is no existing payment in process, the system displays the

Properties window. Once you fill in the required fields, the Processing window displays. You can then access the properties window from there. The Properties window looks like this:

In the Transactions tab, you select a range of suppliers to process.

In the Payment frame, enter fields the system needs to create the transactions.

In the Options frame, choose whether to default to pay all invoices or not. You will be able to choose to pay or not pay per invoice and/or supplier in the processing window.

In the Payment Run frame, choose whether to process a cheque run or an EFTS Processing run.

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Chapter 8 – Accounts Payable

The system uses the property fields to create a list of potential suppliers and invoices:

You can exclude suppliers by unchecking the Included column above. To see each invoice due for a supplier, select the supplier line and click the Configure button:

Once again, you can include or exclude individual invoices. By checking or unchecking the Included check box for each invoice line. In addition, you can edit the Paying column and pay a lesser amount for each invoice.

Key features

Inventory management
Sales and purchases
Accounting
Contact management

Frequently asked questions

You can create a new company database using the System Manager. To do so, click on the "New Database" button and follow the on-screen instructions. The software will guide you through the process of creating a new database and setting up your company's information.

You can back up your database using the Database Management Console. To do so, click on the "Backup" button and select the database you want to back up. The software will then allow you to choose a location to save your backup file.

You can create a new customer by going to the "Customers" tab in the "Accounts Receivable" module. Click on the "New" button and fill in the customer's information. The software will then create a new customer record.

To process a sales order, go to the "Sales Orders" tab in the "Order Entry" module. Click on the "New" button and fill in the order details. The software will then create a new sales order.

User questions

Michael Y.

Is it possible to add new custom columns or User Defined Fields to document lines or transaction batches, such as Accounts Payable batches, in Sage Evolution Standard?

Adding new custom columns (User Defined Fields) to document lines or transaction batches, like Accounts Payable batches, is not a supported feature in Sage Evolution Standard. While existing grid columns can be customized for display (visibility, width, and sequence), entirely new custom columns cannot be added.

John N.

Is it possible to assign incidents to user groups?

Based on the provided document, you can assign agents to agent groups, which could be a way to manage incidents by grouping users. According to the manual, you use agent groups to group agents together by their function and set access control per group instead of per agent. This could streamline the process of managing incidents by assigning them to a group of users with similar roles or responsibilities. However, the document does not explicitly confirm assigning incidents directly to user groups, but managing access and permissions through agent groups is mentioned.