Hello and welcome to the July edition of the CIM Support newsletter.
The CIM Support newsletter has been put together to collate all supports calls from our customers and partners throughout the month. This gives us the insight required to suggest suitable resources to hopefully assist you in your day to day processing.
Having reviewed the support calls received during June 2021 we have found that the help guides below were the most common topics.
Sage 50 Accounts
How to run a financial year end
This guide explains how to run a year end in Sage 50cloud Accounts. Once you prepare for year end, you’re ready to run your year end. Let’s go through the steps.
Modifying your anti virus software to avoid conflicts with Sage 50cloud Accounts and remote data access (formerly Sage Drive)
This article helps you to configure your antivirus software to avoid any compatibility issues with Sage 50cloud Accounts and Remote Data Access.
Create a custom alert for a customer (Sage.com)
In Sage 50cloud Accounts v27 and above you can create a customised alert to appear when you create an invoice, quote or sales order, and select a specific customer. It’s a simple and effective way to share important information and timely reminders.
Cim50
Guide Managing User Groups (Control Panel)
User groups allow you to manage user permissions within Cim50 and are managed within the Cim50 Control Panel installed as part of your Cim50 install on each machine. The Cim50 Control Panel can only be accessed by the Administrator username and the password which would have been provided during your implementation.
Fixing Traceable Stock Balance Issues (Errors)
The overnight Cimi data checks show one or more of the following messages as shown on the guide. These will occur if stock transactions have been processed in Sage 50 Accounts rather than Cim50 (E.g., Stock adjustments, Dispatches, Goods in, etc.) for items marked as traceable in Cim50.
Guide Making a Stock Item Inactive (Stock Control)
Before an item can be marked inactive the following validation checks must be satisfied, some of these are standard checks that Sage 50cloud Accounts would make if you were making the item inactive directly in Sage 50.
We hope these guides will be of assistance, however, if you wish to discuss these further, please contact the support team by clicking the button at the bottom of this newsletter.
