Creditsafe’s Sage 50 App is the first plug-in that helps you minimise credit risk and improve the accuracy of your customer records. Powered by Creditsafe’s database of over 240 million businesses from over 100 countries worldwide, the app allows you to create, monitor and update Sage 50 customer records with accurate information at the click of a button.
< >Creditsafe company search
Enter a company name
< >Creditsafe in app company report
Company identifier tab
< >Creditsafe in app company report
Credit information tab
< >Creditsafe in app company report
Financials tab
< >Creditsafe in app company report
Directors tab
< >Creditsafe in app company report
Shareholders tab
< >Creditsafe in app company report
Group structure tab
< >Creditsafe in app company report
Mortgages tab
< >Creditsafe in app company report
Linked Sage 50 accounts tab
< >Create or link Sage 50 account
Enter a chosen account reference
< >New customer record
Company details with Creditsafe information
< >New customer record
Credit control tab with Creditsafe information
< >New customer record
Memo tab with Creditsafe PDF report
< >Creditsafe PDF report
All pulled reports are stored in the memo tab
< >Search and update linked record
When a record has previously been linked to Creditsafe
< >Launching monitoring
Open Monitoring from the system tray
< >Monitoring portfolio overview
View and select from all of your portfolios
< >Portfolio events
View a portfolio's events from the past 30 days
< >Update accounts from Monitoring
Select the events you want to update from
< >Edit Monitoring portfolio
Choose the events you want to monitor
< >Manage Monitoring portfolio
Add/remove companies from a portfolio
< >Export Sage 50 records
Export a list of customers/suppliers
