Add the Extra Reference to your remittance layout

The Extra Reference field isn't included on your remittance layouts by default. You can show this field on your Remittance layouts by amending the bank defaults and adding the correct variable to your layout.

Alternatively, if you are a Sage Cover Extra customer, you can download the A4 Remittance Layout - Plain Paper (Print or Email) with Extra Reference from our Advanced Reports Library

 NOTE: It is not possible to add these fields using Sage 50 Essentials.

Change the Bank Defaults

 NOTE: This is not a retrospective change. 

1. In the top toolbar, click Settings, then Bank Defaults.  
2. Check the box List Invoice/Credit by item line then click OK.

Once selected, the invoice items show individually on the Supplier Payment window, enabling the Extra Reference to be used.

 NOTE: If you enable this setting and have multiple item lines for the same invoice, you'll need to select each one when recording payments and receipts for your customers and suppliers.

Add the variable to your layout

1. Open Sage Accounts, select Bank Accounts, then click Remittances.
2. Select a remittance, then click Print Remittance.
3. Select the document you want to amend, then click Edit.
4. If required, to make space on the layout you can click and drag items.
5. On the menu bar click Toolbox, then click Add Data Field.
6. Click once in the blank space where you want the data field to appear.
7. In the Add Data Field window, expand the REMITTANCE table
8. Click the EXTRA_REF data field, then click OK.
9. If required, click and drag to move or resize the data field.
10. On the menu bar click File, click Save As, enter a new file name then click Save.
11. On the menu bar click File, then click Exit.

Your Extra Ref will now appear on all new Remittances.  It will not appear when re-printing existing Remittances.

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