Allocate Payments in Sage 50 - Sales & Purchase Ledger Accounts

Do you need to Allocate Payments in Sage 50? This program will Automatically Allocate Payments in Sage 50 on account and credit notes to unmatched invoices for both the Sales & Purchase Ledgers.

Core Features of Adept Sage 50 Allocate Payments Add-On

Can be used on both the sales ledger and the purchase ledger.
Option to match all accounts or one specific account.
Configurable option to match transactions by reference.
For each transaction type that you want to match, select the field that contains the reference to be matched.
For each transaction type you can select which word in the selected Field should be used as the reference to be matched.
Examples are provided for Sage Sales Order SA’s and OrderWise Reference Matching.
Option to ignore transactions that are not in a specified date range.
Options to ignore accounts that have unmatched SC, SD, SP, PC, PD or PR transactions.
Options to ignore SC SD SP or PC PD PR transactions.
Option to exclude Foreign Currency accounts.
Option to only process accounts that have a zero balance.
Option to only process accounts that are paid by Direct Debit.
Option to allow or disallow partial allocations.
Option to ignore disputed transactions.
You do not have to log other users out of Sage while using this Add-On Tool.
The program can be run from an icon in the Sage Product module tool bar (dependant on Sage version).

Add-On Pricing and Compatibility

Only £180.00 + VAT for a company wide licence plus 20% Annual Renewal Fees.
Adept Add-Ons are Multi User at no extra cost.
Compatible with the UK Edition of Sage 50 & 50cloud versions 8 to 29.
Unless otherwise stated, also works with any minor version numbers such as v27.2 or v28.1
Adept Add-Ons are backwards compatible when it comes to Sage versions, most go back to v8
Web Update facility to keep your program up to date, accessed via Menu>About.
Thirty day Free Trial available.

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Allocate Payments in action

How much does it cost?

Initial Upfront cost Covering your first 12 Months software use

Adept Tools

Add-Ons & Apps for

Sage 50 Accounts

20% Annual Renewal Fee for Continuous use in Year 2 onwards

Customer Testimonials for Adept Tools & Support

Most kind! Thanks, Danny.. Even on a Sunday(!)

Charles 25/01/15

I cannot sing the praises of Adept loudly enough!

Moira 13/05/21

That explains it!!! Thank you so much I really appreciate it! Thanks & regards.

Mel 06/12/18

Thanks Danny, I am very impressed by the quick turnaround of my queries. Thanks & Regards.

Keith 12/11/15

Thanks for getting back, happy with your proposal, we have greatly appreciated your support over the past few years and would rather put the business your direction.

Paul 15/08/18

Thanks for the add-ons you created. I’ve used Sage for about 25 years and your input has been invaluable.

Myles in Australia 26/09/14

Your Back to Back Ordering Tool is one we use numerous times a day, so thanks for the great software.

Shaun 14/06/23

The instructions you gave worked perfectly, after giving normal users permission they can use ADEPT just fine, so many thanks for that.

MOD 21/11/18

A quick note to say thanks for this. We have successfully implemented your product using the Trial License versions supplied to us. Our customer is happy with the results and will be in contact over the next couple of months to purchase the products.

Bob 16/07/13

Thank you again for your help on this, I was really stuck earlier. I understand the Sage RDA Service can be a temperamental beast. I was in awe of your keyboard skills too!

Mike 12/07/23

We have now moved away from Sage 50 (outgrown it!) but it was a great product and your service has been awesome.

Ben 15/01/21

Thank you very much. It was lovely to see the tool picking up the new licence info without any intervention by us – if only all software was so user-friendly.

Susan 02/05/18

Many thanks for this update and assistance Danny with the Mess Subs Add-On.

MOD 23/10/18

Thanks a lot, Danny, as ever for such great service. If you ever have anyone wondering about using this add-on just tell them to phone me.

Jane 21/01/15

Once again, Danny you have been terrific and a pleasure to work with. Thanks.

Tom 23/03/17

Great job btw Danny. Adept contact will not be forgotten!

Adam 16/09/15

Thanks for your help. We have the new version and with a bit of a workaround it will now do what we need. That was great customer support. Regards.

Richard 10/02/20

Thanks for clarifying Danny. I appreciate the speedy resolution on renewing the Adept licences this morning.

MOD 06/11/18

Great news! All seems to be working, thanks very much for all your help – high five!

Graeme 26/11/14

Thanks again for the fantastic support, please feel free to put that on your website. Kind regards.

Keith 15/12/15

Thank you for our SOP template, it is working excellently here.

Izzy 05/10/18

This now works brilliantly thanks, I will be purchasing a licence shortly. Great support too Danny, cheers.

David 04/06/13

Thank you very much – worked like a dream! Many thanks, I will definitely come to you next time I have a problem.

Ange 15/09/15

Love the B2B tool BTW, Sage would be useless for us without it!

Kathy 30/10/23

Thank you for explaining the versions and that we need Sage Standard and not the Pro she was trying to make to buy at gunpoint!

Michelle 11/09/18

Thanks for sending Adept the lovely hamper, too kind! – Not at all – you help is much appreciated. We use your systems daily and they have been a great help to our business.

Paul 25/11/15

Just to let you know that we upgraded to Sage 50c Accounts Professional v25 yesterday. Although the Sage update was not eventless, the upgrade of our Adept Tools was straightforward. Thank you.

Thomas 30/01/19

You were on the button. I removed all users. Adept was stuck in there plus one other user. After removing those and restarting Adept, it found the import file and imported it. Thanks for your top notch support.

Mike 23/10/14

Many thanks Team, superb..!!

Vj 25/03/15

Thanks for the Stock Transaction editor upgrade. We have the Sage Line 50 Code Changer software too, Both bits of software have been absolutely invaluable over the years!

Rob 09/05/17

Thanks again for your help. And congratulations on creating some fantastic tools! Kind regards.

Donal 25/11/19

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