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ARCHIVE: Opening, viewing, and updating an online web ticket

Created on  | Last modified on 

Summary

How to open, view and update support cases online?

Resolution

To create an online or internet support request, follow the steps below:

  1. Go to Sage Customer Portal and select the Manage cases tab at the top of the screen. 
  2. Enter your Username and Password and click Log on.
  3. If you own multiple Sage products, you must select the appropriate product.
  4. Using the drop-down arrow, select the Question category and Subcategory that best describes your issue.
     EXAMPLE: If the issue is about how to void a check, select Processing in the Question category and Batches, entries, posting in the Subcategory
  5. Select your current service plan in the Service plan details section.
  6. Enter a subject for your ticket. EXAMPLE: Void a vendor check
  7. Enter a detailed description.  EXAMPLE: My printer jammed, and I need to void the check and reprint
  8. Select the Module and then select the program Version you're using.  NOTE: Find the version by selecting Help and About from the menu at the top.  
  9. Select the Attachments button to attach reports, files, or screenshots that may assist in investigating the issue.

 

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