Sage 100

Could Sage have mad the bank transfer function any less intuitive if they tried? It's as if they woke up one day several hundred years ago and said ""let's improve the bank transfer process today .... but don't put any extra time into it .... just cram it into Transaction Entry using the existing workflow....

I routinely set up specific GL Source Codes for each type of ""transfer"". T1 for Checking to Payroll T2 for Checking to Savings, T3 for Savings to Payroll, etc. Setting up a Source Code for each type needed with the specific details. Then in Transaction entry, the setup is done for the GL Accounts to define the transfer From and To. Then they pick up the ""code"" for what they want. It keeps them from posting the wrong way.

Excellent suggestion. I find that many of these concepts aren't too confusing for those of us who've worked with Sage for many years. However take a new person and show them some of the manual steps and their eyes begin to glaze over.

With regard to my recent introduction to MS Dynamics this isn't so bad.