Step-by-Step Solutions to your Top 10 Support Issues

Step-by-Step Solutions to your Top Support Issues

For your convenience, we’ve created how-to videos to address the top issues customers call support to resolve. Now, you can simply watch the video, follow the steps, and get the answer to your question!

Sage MIP Fund Accounting: Top 5 support questions

How to place an employee in "Terminated" status and How to remove old timesheets to terminate an employee (Knowledgebase article #40112).
How to handle negative invoices that appear in "Select Invoices to Pay" (Knowledgebase article #197688).
What to do when you get an error that closing account assignments are needed for report (Knowledgebase article #128105)
If you are unable to access vendor merge/rename (Knowledgebase article #285298).
Overview of user security and rights (Knowledgebase article #136267).

Sage Fundraising 50: Top 5 support questions

How the Save, Save As, and OK buttons function in merge fields selections screen (Save overwrites the previous selections, Save As saves the current selections under a new name, OK is a temporary "save" for this session of the report only and is not retained)
How to properly use the Additional name column selection in Name Types table and how this translates to what name type value appears on a Basic card (Knowledgebase article #183551)
Table Maintenance Utility is a helpful tool available to run Integrity checks on various tables as well as identify any Constituent record which may have Address or Name cards with multiple Preferred designations for a particular name or address type. (Knowledgebase article 172785)
How the Help On <Product Module> Feature accesses help files for selected modules (a quick launch to the help document for the indicated module
Donor Card features: fiscal year, cash total options (soft credits/match amounts), and setting of fiscal year (Knowledgebase article #185693)