Peresoft

A multiple award winning development partner for Sage 300. Cashbook, RecXpress and EFTXpress are our most popular products.

[Peresoft @Peresoft]

🛠️ Having trouble downloading a Peresoft hotfix?
✅ Ensure Peresoft is a trusted site.
📏 Check if your internet is limiting file size.
🔐 Ensure program folder aren’t marked Read Only.
👤 Log in as Administrator
🔄 Restart server
🛡️ Check antivirus settings.
#Sage300 #HotfixHelp

[Peresoft @Peresoft]

Version 2026 is now available! Batch authorisation notifications, authorisation status visibility, entry-level supporting documents, stronger reversal validations and improved error handling. Read on @ITWeb : https://t.co/vYBSNbufnz

#Peresoft #Sage300 #Version2026

[Peresoft @Peresoft]

In Version 2026, authorisers are automatically notified by email/SMS when a batch is ready for review.

No more chasing approvals or relying on manual follow-ups, the system does the prompting for you.

#Peresoft #Sage300 #Workflow #Authorisation #Cashbook #EFTXpress #RecXpress

[Peresoft @Peresoft]

Version 2026 Feature Spotlight

Supporting documents can now be viewed directly from Transaction Enquiries in Cashbook.

If attached in Batch Entry, they can be viewed here.
If not, they can be added after posting.

Better visibility. Stronger traceability.
#Peresoft #Sage300

[Peresoft @Peresoft]

New year, strong momentum at Peresoft.
Version 2026 is releasing in the coming weeks, alongside practical webinars and continued partner collaboration — with TPAC 2026 ahead.

Here’s to a positive and productive year.

#Peresoft #Sage300 #Version2026 #TPAC2026

[Peresoft @Peresoft]

Peresoft News – Dec 2025
🔒 Big updates coming in Cashbook 2026: document attachments, stronger security & smarter approvals.
🤝 Thank you to our Business Partners for a year of growth and collaboration.

Read more: https://t.co/WZLB8v6RzZ
#Sage300 #Cashbook #RecXpress #EFTXpress

[Peresoft @Peresoft]

Peresoft News – November 2025 📰
🚀 New Web UI installs & hotfixes for Cashbook (v2023–2025)
🏨 AM Consultancy streamlines Radisson Hotel Group with Cashbook
🏆 TPAC Asia 2025 Award Winners!
Read more: https://t.co/cIj8smDbif

#Sage300 #Peresoft #Cashbook #RecXpress #EFTXpress

[Peresoft @Peresoft]

🚀 Latest Peresoft Newsletter:
•Collaboration with Mich Martins at #TPACAsia2025 🌏
•Digital IDs in Cashbook 🔒
•New bank formats in RecXpress & EFTXpress 🏦
•Product tip: Retrieve from other Sage 300 modules 💡

Read more: https://t.co/k09KkhpeCq
#Sage300 #Peresoft

[Peresoft @Peresoft]

📊 Accounts Used by Cashbook

Cashbook posts transactions to key GL accounts for accurate reporting:
🏦 Bank Accounts
📘 Posting Accounts
💱 Discounts/Exchange/Write-offs
➗ Rounding Accounts
📂 Suspense Accounts

Keeping your books balanced & audit-ready.
#Sage300 #Cashbook

[Peresoft @Peresoft]

🔐 Payment security, reimagined.
Peresoft + MWare Consulting bring Realm Digital IDs to Cashbook — stronger authentication + smarter approvals.

Read more 👉 https://t.co/q4nVDbYiuk
#Sage300 #Peresoft #Cashbook #EFTXpress #DigitalIDs #PaymentSecurity

[Peresoft @Peresoft]

📢 The August Peresoft Newsletter is here!

Inside:
📰 Cashbook 2026 highlights
📌 New RecXpress & EFTXpress bank formats
🛠️ Product tips & resources
🤝 Partner spotlight

Read more 👉 https://t.co/hBg6RGC3KJ

#Sage300 #Peresoft #Cashbook #RecXpress #EFTXpress #Newsletter

[Peresoft @Peresoft]

📰 No Contest: Peresoft Cashbook sets the standard for cash management.
With 2026 on the way, expect:
✅ Supporting documents
✅ Smarter approvals
✅ Hands-free reconciliation

Read full ITWeb feature: https://t.co/q4nVDbXKEM

#Sage300 #Peresoft #Cashbook #RecXpress #EFTXpress

[Peresoft @Peresoft]

With RecXpress, bank reconciliations that used to take hours can now be done in minutes.
⚡ Automatic matching
⚡ Handles thousands of transactions
⚡ Saves time, reduces errors, boosts productivity

#Sage300 #Peresoft #RecXpress #Cashbook

[Peresoft @Peresoft]

Need a new RecXpress bank format? 🏦
Send us:
• Spec file from your bank
• Record types (charges, interest, etc.)
• Sample file (20+ varied records)
• Bank/import name + screenshot
• Client ID & Company Name

#Sage300 #Peresoft #RecXpress #Cashbook #EFTXpress

[Peresoft @Peresoft]

Need a new bank format for EFTXpress? Send us:
- Record layout from your bank
- Sample EFT file
- Bank & format name
- Your Peresoft Client ID + Company Name

We’ll get you set up! 💸
#EFTXpress #Peresoft #Sage300 #Cashbook

[Peresoft @Peresoft]

📧 Email Remittance Advices from Peresoft Cashbook

Save time and streamline your AP process by automatically emailing remittance advices directly from Cashbook.

#Sage300 #Peresoft #Cashbook #AccountsPayable #Automation #Remittance #ProductivityTips

[Peresoft @Peresoft]

✅ No manual downloads
✅ Secure SFTP transfer
✅ Quick, automated importing into RecXpress

Streamline your workflow and get a head start on reconciling.

Learn more about RecXpress: https://t.co/YV9fiknHiy

#Sage300 #Peresoft #RecXpress #Cashbook #EFTXpress #BankAutomation

[Peresoft @Peresoft]

Import Bank Statements Instantly with RecXpress Pay Direct

Save time on reconciliations with RecXpress Pay Direct — a smart feature that allows you to securely download your bank statement directly into RecXpress via SFTP.

[Peresoft @Peresoft]

📰 Our latest Peresoft Newsletter is out!

✨ Sneak peek at 2026 features
🔁 New RecXpress & EFTXpress bank formats
🏆 Sage 300 Action Group named top read on ITWeb!

Catch up here: https://t.co/4ZlOlQvCJL
#Sage300 #Peresoft #Cashbook #RecXpress #EFTXpress #BankAutomation #ITWeb

[Peresoft @Peresoft]

🧾 Working with Entries in Peresoft Cashbook?

Speed up batch entry with Auto Clear & Quick Mode 💡
Edit, allocate & drill down into AP/AR entries 🔍
Stay efficient & error-free!

Explore more: https://t.co/knUOAfUkqe

#Sage300 #Peresoft #Cashbook #RecXpress #EFTXpress