Sage Small Business

Top 5 Sage Financials FAQs

Written by Kate Jones

New software can be daunting! That’s why a dedicated Project team and Support team can be critical for success when it comes to your new implementations. While providers typically do their best to make sure you are trained up and raring to go, there will always be things you forget or that crop up unexpectedly, whether it is error messages or “How do I?”s.

This blog will take you through some of the most frequently asked questions regarding Sage Financials (formerly Sage Live), provided by our Sage Live support team that have very straightforward resolutions.

Here are our top five frequently asked questions, and of course their solutions:

Question 1: Component Error Message

Sometimes, you may receive a ‘Component Error’ message when clicking on a tab or button within the system. This error can be a pain and also look awfully scary! But don’t worry, there is a fairly simple solution to this.


To resolve this you will need to clear both Cache and Cookies on your Internet Browser. You can do this by going to History > Clear Browsing Data. Sage Live and Salesforce are both big web pages, and so to make loading the different pages easier the system caches and ‘temporarily’ saves pages and data. This can sometimes cause issues and so a simple reset of Cache & Cookies should have you back up and running in no time.

Tip: Running Sage Live in an Incognito tab will ensure this error doesn’t occur.

Question 2: Violation Access Error Message

When a user tries to create a new Purchase Invoice by clicking on the New button it gives you a Violation Access error message. This stops the user going any further in the invoicing process.


This error is due to the specified user not having the necessary permissions to create a new invoice — in particular, not having access to the Product Object. In Sage Financials, all transactions use the ‘Product’ Object. Sage Live users have a special bolt-on license that allows them access to this Salesforce Object. This error can be resolved by granting the Orders Platform Permission Set License Assignment.

Tip: Within the newest release of Sage Live you can now create a Standard User using the new User Wizard. This guides you through an easy step by step process to create a brand new user with standard access to the system.

Question 3: How do I see Unposted Invoices?

Sometimes, you may want to quickly access a list of your unposted or draft Sales Invoices. Maybe you want to know which you need to review and post to email out to customers.


To see just the Unposted Sales Invoices there is a standard list view! You can find it in the drop down arrow next to ‘All’ on the left hand side of the list of Sales Invoices screen. The are also standard list views for Unpaid and Unpaid & Overdue.

Tip: You can create custom list views within any grid view in Sage Live. There are standard ones that come out of the box, however you are able to also create your own. Within each list view you can select which columns you want on view and you can also add filters.

Question 4: Purchase Invoice Numbering

How can I set the Purchase Invoice number to start from a specific number?


You can do this within the Dimension of Purchase Invoice Number (or any other Number Dimension!). In here, you can set the specific number you want the sequence to start from by changing the Auto Number Start field.

Tip: You can also set the format of which you would like the Purchase Invoice Number to appear in. There is also a function to bring in the name of the Company or a company code within the format so all invoices within a certain Company within Sage Live has this code or naming included.

Question 5: Recognition Journals

I have made amendments to a Sales Invoice which we are running recognition against. However, when I have made the changes to the invoice amount this has not amended on the Recognition journals on the Invoice?


This is because the system has already created the Recognition journals for this invoice. If you make changes to the original invoice amount you will need to reset the Recognition so the system can calculate the new amount over the recognition period you have set up. So you will need to delete any generated journals and the schedule.

Tip: You can either add the Invoice in with a reference note to say Recognition TBC so you can go in and set the recognition when this has been confirmed and then post the invoice. Or, using the Revenue Recognition list view, you can unpost and delete multiple recognition journals created. Make the amendments on the invoice and run the post recognition process to recreate the journals.


For more hints and tips on using Sage Financials, head over to the itas website. It is packed with blogs, guides, and other helpful resources to ensure you are getting the maximum out of your Sage Financials system.

About the author

Kate Jones

Kate Jones is the Lead Sage Live Implementation Consultant at UK-based ITAS Solutions, an Award Winning Sage Implementation Partner. A native of Wrexham, Wales, Kate is an AAT Qualified Mathematics Graduate from Liverpool John Moores University with a keen interest in Data, Reporting, and Analytics. Kate has worked with many Sage Products including Sage 50, Sage 200, and Sage Live.