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Peresoft Newsletter

Welcome to the Peresoft newsletter where we bring you all the latest information on Cashbook, RecXpress and EFTXpress to keep your clients up to date.

Product News

Peresoft's 2021 Products Now Available

All Peresoft Products for Sage 300 2021 are now available. Included in this release is Peresoft's Web UIs for 2021.

Peresoft's Web UIs have now been installed at over 100 companies worldwide. Functionality and reliability has been driving it's success. Peresoft's Web UIs Version 2.0 is showing off more and more features. Bobby Perel, MD of Peresoft, says 'Once again, all Peresoft's products are available for the latest Sage 300 version 2021. We are finding that by working closely within the Sage SDK, turnaround time between releases is minimized.'

What's New in Version 2021

Tax Withheld for AR and AP

In the Batch Entry allocation screen a new field has been added for Tax Withheld to be entered for AR and AP entries.

When applying a receipt or a payment to an invoice this field will be calculated from the Applied Amount. Use the Detail Tax Withheld screen to view the tax withheld for the invoice. If taxes are remitted to multiple tax authorities for the invoice, the tax withheld amount is shown for each tax authority. On this screen, you can change tax withheld amounts.

Reference Number Length Increased

You can now enter up to twelve characters for AP entries and for AR refund entries. Previously only 9 characters were allowed.

Entries retrieved from AP Payments and from AR Refunds will now retrieve twelve characters into the Reference field.

In Batch Entry, retrieved AP entries will display a new field Vendor Cheque with the full fifteen characters of the Check Number.


A new option has been added - Use AR/AP Ref/Cheque. This will match the imported statement reference to the longer Vendor Cheque and Customer Cheque fields retrieved from AR and AP.

Peresoft's 2021 Products require that Sage 300 2021 PU1 is installed.

New bank formats added for RecXpress and EFTXpress

Peresoft's RecXpress and EFTXpress have over 200 bank feeds now integrating with banks around the world. We continue to add new bank feeds for as many banks as possible giving real solutions to laborious tasks by saving many hours if not days generating and reconciling bank transactions automatically.


Bank Format Country
ANZ BAI Australia
Maybank RCMS CSV Malaysia
View All RecXpress Bank Formats
View All EFTXpress Bank Formats
New Documentation

The following PDFs are proving to be very popular:

  • How to install the Peresoft Web UIs
  • Reversing Entries in the Web UIs
  • Adding Rules Automatically while in RecXpress