Release Schedule
Webinars
AR Automation
- Mass Updating Customers to a Different Credit Class
- Generating Actions
- Using Reason Codes in Automation
- Generate Actions Page Help
- SARA/Sage Network Contacts Overview - 10/19/2023
- Autopay Overview - 10/12/2023
Logs
Site Options
- 🔐 How to Provide Support Access to Your Account in Sage AR Automation (SARA)
- Adding a time frame to message on the customer portal
- Setting a default portal page
- How to disable pages from the customer portal
- Manually update UDFs
- Site Options: Security - General and 2 Factor
Report Manager
- Report Manager - Invoice Form - Intacct contact
- How to Unzip, Install, and Run the Report Manager
- How do I make changes to the customer report templates? (Report Manager)
- How do I change the default sorting on standard reports using Report Manager?
- How do I hide create an Open Invoice report for over 60 days using the Report Manager and conditional formatting?
- How do I change the date format in the Report Manager?
Inquiry User Setup
User Setup
- Reset User Password
- What do I do if an SARA user account becomes locked and the user cannot login?
- How do you add a new SARA user?
- Creating an email signature
- What are the SARA user types?
- What special characters are supported within SARA/Epicor Cash Collect?
User Assignments
Projected Cash Receipts
Toolbar Overview
Email Troubleshooting
- Email Retrieval Error process for the Mail Retrieval Log
- Office 365 email limitation - message rate limit
- Chilkat Error During Install
- What can affect the time it takes for my emails to be brought into Collect?
- How to resend emails listed in Action Menu item "Error Sending Emails"
- Incoming email messages no longer being received in SARA
My Profile
Statement of Accounts
- Activity Close Status - How an activity was closed
- How to Manage Disputed Invoices and Dispute Notes
- How to view line detail
- Disputing an Invoice and Exclude from Aging
- Added functionality to be able to enable disable the tool bar
- Customer Statement By Contact Link
Sync Setup
- Customers with Special Characters on sync (feature code set)
- How to setup and run QuickBooks Intuit sync (QB IPP)
- Install Sync launcher not using IE - zip file
- QuickBooks SQL Sync - purge reinitialize options
- Text Cloud Sync - Schema Layout and install instructions
- Sync as an app requirements, prerequisites for sync config
Release Notes
- August R2 Release - 2026
- August R1 Release - 2026
- July R2 Release - 2026
- July R1 Release - 2026
- June R2 Release - 2026
- June R1 Release - 2026
Performance
Payments
- How to Update the Email Address for Payment Confirmation Emails
- How to create a prepayment invoice in Lockstep
- Merchant Data Storage
- How do I save a different default view for my customer to see (customer portal link)?
- How to setup Online Bill Pay (OLBP) - Setup Customers
- Reconciling Online Bill Pay (OLBP) transactions with your ERP system
Your Customer
- Secured Magic Link & 2FA Settings
- How to export and download invoices
- Dispute an invoice through the customer portal
- Customer Portal - Email statement in Excel format to any email address
- Self Service Portal Blocked by Network Security
- Self-Service Overview
User Set up
- Update Customer's Contacts
- OAuth Instructions for Security Update
- Invoice Installments
- Bulk Activities Functionality and Overview
- Re-Assigning Activities to Different Customers
- How to Create a One-Time Email Blast
How To
Setup
- Configuring Guest Link Expiration Settings
- Setting User Goals and How They Work
- How to setup and use Remit To by Company
- Import Customer Notes
- Why is my company ID not displaying my company code from my ERP system?
- Master File Company: Display Company ID
Credit Reporting
Current A/R Aging
Navigation Panel
Communications
Free Training
- User Actions v. Customer Actions - VIDEO
- August 2019 Free Training
- July 2019 Free Training
- June Free Training (Invoice Contact Support)
- Express training / review
- How to run your sync from the Windows Task Scheduler - video
Document Setup
- What is the Base Path, Dynamic Path and Dynamic Invoice Name in Site Options?
- Reporting Groups - creating activities for printing/mailing customers
- Invoice Document Support By Company
- Document Support - Invoice Form - create invoice and save as PDF to cloud
- Invoice Document Support - Email Invoice Documents into SARA
- SQL Doc Access
Internal Message
Print Driver Troubleshooting
- How to manually remove / uninstall E2B Printer - Removing the printer
- "Error Occurred in Process PDF! Error = 339"
- How to manually remove printer.
- e2b printer - program not running
- Error = 339: Component MSCOMCTL.OCX
- e2b printer Error Occurred in Process PDF! Error = 339: Component 'PDFCreactiveX.dll' or one of its dependencies not currently registered: a file is missing or invalid
User Group
- August 2019 Users Group
- October 2019 Users Group
- July 2019 Users Group
- April 2019 Users Group
- February 2019 Users Group
- March 2019 Users Group
Announcements
Average Days Late By Invoice Amount
Sync Troubleshooting
- Accounting System Setup: Linking QuickBooks Online with SARA
- Sync times in log - summary and detail
- Sync page loads blank in IE / Internet Explorer
- Why did my Windows Scheduled Task stop running for the sync?
- What do I do if my sync failed?
- Special characters - supported and unsupported
Customer Drop-Down
Account Notes
Mail Not Filed
Premise troubleshooting
Mail Not Read
Email setup
- Forwarding e-mail to your Hitchbox to Microsoft Outlook via Web Client
- Set-up a forwarding address in Gmail
- Forwarding specific e-mail with Gmail
- Microsoft Exchange - Mail Forwarding In Exchange Admin Center
- Forwarding e-mail to SARA from Microsoft Office 365 Outlook via Web Client (OWA)
- Using Microsoft Exchange Server for send and receive emails
Premise
PDF Printer Installation
- Anytime Docs form modification
- What are some prerequisites for installing the Anytime Docs Invoice PDF Creation?
- How to manually remove / uninstall E2B Printer - Removing the driver and port from the Printer Server
- How to uninstall E2B PDF printer
- How to manually remove / uninstall E2B Printer - Deleting Registry Keys
- Installing the E2b Printer
FAQS
- Customer Support vs Customer Success
- Example article
- Privacy Policy
- Acceptable Use Policy
- How do I publish my content in other languages?
- What are the 'Over' fields and how are they calculated?