Sage Line 50 Tips & Tricks

At John's suggestion in another thread, I am starting this new thread so that Sage Line 50 users can share their Tips & Tricks to help others save time.

Using a 'Wild Card' in Search 

In most of the listed parts of the program (Customers, Supplier, Financials, Invoicing etc.) there is a Search Button, which I am sure a lot of you have used, but may have found it to be restrictive as you have to enter the exact number or spelling of the thing you are searching for.

However, you can use * as a wild card.

In another thread someone asked about searching for a Postcode in Customers. In this example the wild card can be used as follows:

In the last cell of the search criteria use the * (asterisk) symbol as a wild card. So if I wanted to show all, say, NG7 post codes my search would be NG7 * (remember to leave the space between the 7 and the *)

For all NG postcodes the search would be NG* and so on.

This method can also be used in many other ways, anywhere that Search is available. Play with it and you will see for yourselves.

--Witch-Queen

 

Comments

Vat Module next Version

sarah douglas | | Permalink

 Hi  Witch Queen 

Do you think it is worth putting your Purchase Payments tip, Mark Beesly tip for search and my interface tips on this tread also, as I think they are all useful and more relevant to this thread.  

 hopefully we will get some really good productivity tips here, that we can all benefit from. Thanks for starting up the new thread . 

One of the great items that is coming up in the new version 2011 is the Vat flat rate scheme .   As we all know it is not always beneficial to put clients on the flat rate scheme.  But the Vat Module in the new version, will work out the cost benefit or loss to a company if they do the flat rate.  You will have to start this at a beginning of a period just after reconciling but it it works out whether or not there would be cost benefit for client or company, if for example it works out that there is no cost benefit you will be able to tell the system to revert back to Vat scheme you were using before you reconcile the current vat return.

The reason it works is because you are not changing the way you enter your Sales or Invoice.

Sarah @ Douglas Accountancy & Bookkeeping Services . Glasgow 

John Stokdyk's picture

Agree with you Sarah

John Stokdyk | | Permalink

I'm busy just now, but once the dust settles, I'll bring across the ones from the other thread - so you can concentrate on your own suggestions. There are also a few David Carter reporting and MS Query tutorials that may be relevant, so I'll trawl around the archive to see what I can come up with.

I'm going to alert other members in Thursday's IT newswire to broaden the net - it will be interesting to see what emerges.

Thanks to you and Witch Queen for rising to the challenge!

Sage Accounts Production large files taking up Space - Helpful

sarah douglas | | Permalink

 Hi 

On my SAP training we were told that the individual client files take up a lot of Memory and space on your computer, and this is what they advised us to do to prevent them slowing down your computer and taking up space.

  • Open your SAP and have all your windows closed
  • Go to Tools and Settings at the Bottom 
  • Work Station Settings and Pick the General Tab
  • On left had side under General options tick the box to Compress Datasets on closing.

This should free space on your computer and speed the software up.

Kind regards Sarah @ Douglas Accountancy and Bookkeeping Services

 

Witch-Queen's picture

Line 50 Function keys

Witch-Queen | | Permalink

OK this is probably a well known one but everyone I have re-taught, no matter how long they have been using the software, had not heard of it.

The Function keys (F1, F2 etc on your keybaord) can be very handy in any batch entry screen in Sage. So when you are entering batch customer or supplier invoices/credits, bank payments and receipts, goods in/out etc. in a box that allows you to enter things as a long list using the following F keys will save you loads of time:

F8 - put the cursor down in the 1st cell of a line you want to delete and hit F8 to delete it

F7 - as above but this will move the selected line down one to give a blank line. Handy if you like to enter things in order and you miss one.

F9 - enter the gross value of an item in the net box then hit return once to make sure the selected cell is the Tax code box and hit F9 to calculate the VAT gross to net. This one is magic for entering petty cash receipts that do not show the VAT split. (Careful with receipts for December and prior as this works out the VAT at the current default rate)

And the best of all is F6 - this will copy the contents of the box in the line above to the next line down, so when entering several supplier invoices from the same supplier and of the same date, for example, hit F6 for account and date in the next and subsequent lines. For something like bank charges where the charge is the same on a regular basis all you need to do is F6 the bank number, change the date, then F6 right across the line. This saves a hell of a lot of typing. Just don't get carried away with it!

-- Witch-Queen

Sage Line 50 Maintenance to speed up your Line 50

sarah douglas | | Permalink

 General Maintenance of Sage Line 50 (Very Important ALLWAYS TAKE A BACKUP FIRST )

Invoices , Purchase Orders Stock orders all take up considerable space on any LIne 50 product.  When you do a year end this information is still there, as is your Audit trail.

Some people like two years worth depending on size this slows your system down, clearing these down does not effect your audit trail and will considerable speed up your Line 50.

Complete this a least once a year or more depending on the size of your data and your Sage Software should speed up considerably. 

  • PDF any of your Invoices , Purchase Orders , Sales Order , Quotes that you require for your records. This can be done by picking a range and saving as one PDF for example maybe by year or month.
  • Then using the Search Criteria delete a range or you can pick them individual  a bit slower.
  • Quick tip, pick by date range and highlight one and use your swap button to highlight the the others  Quickly)
  • Then go to File maintenance after deleting  and pick the Compress Data Option   
  • If you have deleted considerable amounts of the above you will see a huge improvement in speed.

CLearing Down Audit Trail after year end 

From experience my clients like a two year audit trail but you can clear any thing before a date for example 31st March 2008.

  • go to tools Menu .  Period end . Clear Audit Trail
  • Wizard appears and Confirm (May not in some of older version but you can still follow)
  • Enter date you want to remove transactions to .  The more you have reconciled , Credit cards , Petty Cash, Banks ,Vat the more it will clear , and then press process it completes the relevant Journal. 

Again this will speed up your Line 50.

 

Another F key

19kings | | Permalink

Another really useful Function key is Shift F6

This copies and adds one to the line above

For instance if you are entering cheque numbers manually pressing F6 on the Ref No field will increase the cheque number by one from the line above. This can also be used in the date field to increase the date by one day and sometimes it will work in the Nominal Code field.

It also works in the Description filed if the last character in the description is a number. So Truck No 1 will read Truck No 2 on the next line using the Shift F6 key.

Also F4. Use F4 in any numeric field to pop up the calculator

F3 used in an invoice on any part of the line will pop up the Line detail box. F3 can also be used in Sales Receipts and Purchase Payments as the Pay in Full key.

F12 can be set to either start the Report Designer or used to minimise and lock the screen (especially useful at a reception desk or where the public might be near).

 

More Clear Downs

19kings | | Permalink

Another area that will really help with anything to with the bank is to clear down (Purge) all printed Remittances. If Remittances don't get printed then highlight all the Remittances print them to preview and then Purge the file.

F5 `key spelling check and F2 for pop up calculator anywhere

sarah douglas | | Permalink

and the F5 key for spell check especially useful for sales invoice , there is nothing worse than spelling mistakes on your customers Invoices. Just press it were you are typing.

F2 will pop up your calculator anywhere.

More wild cards

19kings | | Permalink

You can also search for specific text in a field by using the "$".

For instance in the auit trail to see all deleted transactions Search for

"Where" "Details" "Is Equals To" "$deleted" will find all deleted transaction or

"Where" "Details" "Is Equal To" "$Year" will find all the year end transactions generated by the system

"?" will also find an individual character or number, so "?ear" will find year, bear, rear etc

Witch-Queen's picture

I didn't know that!

Witch-Queen | | Permalink

Thanks Sarah and 19kings, I've used this software for over 20 years and even I did not know about the Shift F6 or the F5.

Just goes to show, you never stop learning

-- Witch-Queen

Creditors Procedures for purchases by credit cards to prevent f

sarah douglas | | Permalink

Setting up procedures can cut the costs of your credit card bills 

 In a time  when cash flow is tight and more companies are searching for better prices.  A large number of my clients are purchasing far more off the the Internet .  In some cases they are now purchasing more on their credit cards to get better deals then they are through the creditors ledger.   

But for some reason many people let the purchasing procedure go out the window. 

Just because you order it on the internet, this  does not mean you should not do a purchase order.  

We spend a lot of time completing bank reconciliations and I now think we now must integrate this same and strict procedure for the credit card statement, you would not let items go through your bank twice but yet this happens quite a lot with credit cards. 

I have set up a procedure using sage with my clients who purchase heavily using the company credit card, and I hope it may be of use to other sage users.  I am aware that fuel is purchased through credits cards, but for other purchases here are some recommendations.

Some of my clients have been delighted by the savings they have made with their credit cards

Credit Card Procedure : 

  • inform all users of the company credit card that they must have Purchase order and Authorisation before any purchases are done on the company credit card .  Exactly the same as you would have done for your creditors ledger.
  • Create a purchase order 
  • The purchaser should then give the invoice to the accounts department and should be entered into your purchase ledger
  • This will provide you with a more accurate Profit and Loss, Balance sheet and cashflow information
  • When the statement comes in you can now reference the items .
  • Instead of entering your credit cards using the bank payment , you will now do a purchase payment using the 1240 and the reference in the ref box just like a cheque number instead of the 1200  account and allocate the payment to the the right receipt or invoice. If you order quite a lot off one internet company, there is the potential for the credit card company to take 2 payments which very often happens .
  • You can now mark your purchase order as complete.
  • Then enter anything that cannot be done by the above using the bank payment.
  • when the direct debit comes out of your 1200 current account you can use the bank transfer option to transfer the payment in to your 1240 bank account.
  • Like with your bank rec , you can give it a statement reference and reconcile on the date your payment came out to Zero 
  • You are now ready for when the next statement comes in , and you can always view your PDF statements if you need to in view history within the Bank Rec window .

I am aware in the real world that bits and pieces are purchased  on credit cards,  but the company credit card is not for personal use.  Almost everyone these days has their own credit and Debit card, my experience is that when people do this they are well aware, and are hoping that the company does not have procedures set up to check.  

You would not let any one use your business bank account in that way.  Hence why I think it is must that you reconcile your monthly credit card statement.  In my experience the cards are either not enter correctly, and one of the reasons I am given is they do not have a receipt, or they have just enter it anyway, but that does not been the bank is not going to take the direct debit.

 

I am very interested in other people views and sage hot tips regarding credit card purchases or any other general functionality.

Kind regards

Sarah @ Douglas Accountancy and Bookkeeping Services Glasgow

 

Using the F7 when editing your chart of accounts

sarah douglas | | Permalink

 When editing your Chart of Accounts the F7 insert a line is very useful . It allows you to add a new code in the your prefer place and  keep you P&L in order without to much work.

Sarah @Douglas Accountancy and Bookkeeping Services Glasgow 

Credit Card "Bank Account"

19kings | | Permalink

I agree fully with Sarah.

I have always treated credit card account(s) as overdrawn bank accounts which need to be entered and reconciled exactly the same as a cheque account.

Sarah's methods to me are the correct procedure to follow - using source documents to enter entries to the credit card account. I totally disagree with people who just enter the items direct from the credit card or direct from any bank statement as that is not "reconciling" an account but purely accepting what the credit card company has told you.

Well said Sarah.

Witch-Queen's picture

Factoring and Sage

Witch-Queen | | Permalink

I totally agree with Sarah's method for recording Credit Card Transactions. I have used this method for many years and it works well.

I also use a simelar method for clients who factor their sales invoices. ESPECIALLY when they are VAT cash accounting.

There are 2 methods.

1) VAT Cash Accounting - or where the Factoring Company DO NOT chase Debtors

Create a bank account called 'Factoring'. Use Bank Transfer from the Factoring Bank to the Current Account when money is drawn down from the factoring company. Pay off customer invoices using the Factoring Bank ONLY when the customer pays the Factoring Company. Factoring charges and interest are then posted as Bank Payments from the Factoring Bank.

This method ensures that your VAT liability is correct in Sage, as it only includes those invoices that the customer has paid. The Factoring Bank can then be reconciled to the month end statement, and the Customers accounts will match the Factoring Companies Aged Debtors. The balance owed to the Factoring Company will then show in Sage as an overdrawn bank account.

2) VAT Standard Accounting - or where the Factoring Company DO chase Debtors

Create a bank account called 'Factoring'. Use Bank Transfer from the Factoring Bank to the Current Account when money is drawn down from the factoring company. Pay off ALL customer invoices at the point they are scheduled. Factoring charges and interest are then posted as Bank Payments from the Factoring Bank. The Factoring Bank can then be reconciled to the month end statement. The balance owed to the Factoring Company will then show in the accounts as an overdrawn bank account.

However, if you prefer to keep track of your Debtors in Sage and ensure this matchs to the Factoring Company, use method 1.

Please remember, when creating a new Bank Account, that the Nominal code you use is included in the Chart of Accounts. You might also want to edit the Chart of Accounts to show this Bank seperatly as Factoring in the Balance Sheet.

-- Witch-Queen

questions and hopefully some helpful answers

sarah douglas | | Permalink

 Hi 
I thought it might be a nice idea, if anyone who is using sage, or just started out would like to know how to do something

                                                         or

maybe thinks, is there a better and more productive way to do that particular task, than the way I am doing it now. ? in any module whether it is the Financials, Vat Return, Bank, Company, Customers , Suppliers, SOP and invoicing , POP , Products , Projects, Diary, CIS , Charities, using all the reports to the full capacity .

We all have different ways using the software but sometimes when someone asks a question it triggers us to think of ways we could be completing the tasks quicker and maybe could help us to produce more productive information for our clients or end user on a daily basis or even encourage us to use some of the modules that we may not have previously used.

I thought this thread could maybe help.

Kind regards Sarah @ Douglas Accountancy & Bookkeeping Services . Glasgow

John Stokdyk's picture

More clear down suggestions from Sage (& networking tips)

John Stokdyk | | Permalink

Sarah has pointed the way towards keeping the Sage database size to a minimum, but in response to recent queries about the slow performance of Sage 50 Accounts 2010, Jamie Saul, accounts technical lead for Sage UK, added a few points:

Once you have archived old sales orders, purchase orders and stock transactions, as well as running the Compress Data command, also use the Reindex command from the File Maintenance menu to improve performance (Jamie suggested using this before Compressing Data).

They also supplied some useful tips on Networking Sage 50 Accounts.

John Stokdyk's picture

Sage 50 reporting resources

John Stokdyk | | Permalink

More often than not, the moans I hear about Sage 50 surround its reporting capabilities, or the lack of them to be more precise. This has long been a focus of "pivot king" David Carter, who has written a series of articles on the subject for AccountingWEB. Some of them go back several years, so before embarking on his workarounds, check first whether your version of Sage has new features that tackle your scenario. I'm not sure, for example, if the Sage Excel Integrated Reporting system is still in there, or has been superseded by features in more recent versions. Any additional suggestions, comments or amendments are very welcome from discussion group members - I'm currently working to condense all the advice here into a summary article for the wider AccountingWEB membership.

David Carter's Sage reporting tutorials

 

Selective Purchase Payments

kathgibson | | Permalink

 I discovered this tip by accident yesterday, whilst trying out a few features that I don't usually use (inspired by this thread).

I applied a search to my suppliers list to only show those with balances not equal to zero.  I worked my way down the list 'ticking off' those that I had on a separate printed list for payment, using the total at the bottom to check that the overall entered amount was correct per my source list.

Once I had all my selected suppliers highlighted (and the total was correct), I switched into Bank (leaving the suppliers list highlighted) and selected 'supplier payments'.

On the entry screen now, ONLY the suppliers that I had highlighted on the suppliers screen were appearing on the 'pick list' for supplier code, saving LOTS of scrolling/typing/remembering full supplier codes.

In addition, once I'd processed an individual supplier payment, because I had the search applied to my suppliers list for only those NOT equal to zero, the newly-paid suppliers also disappeared from the list.  This is particularly useful for me, as my coding convention for suppliers is the first three characters of name, then 01, 02 etc, and one particular one 'BAR' goes up to BAR06.  I was paying BAR04 and BAR06, but once I'd paid BAR04, the only option left on the pick list was BAR06.  This eliminated the possibility of processing the same payment twice (you know, when the phone rings and you forget that you've processed something and haven't ticked it off), and also saved lots of scrolling.

Hope this helps someone else.  :o)

Good Tip Kath

sarah douglas | | Permalink

Hi Kath

This is a really good tip , I just tried it out on my customer receipts and I also have just found another way inspired by your tip .

  • On the top right hand corner of your customers or Suppliers they is a little picture of a magnifying Glass which says all records . If you double left click, it will then show so many records `matched and it just shows the ones outstanding .

If you go to the Bank and do the purchase payments or Customers Receipts just like you suggested it knocks out the ones you have receipted or paid.

Just remember to click the magnifying Glass to All records when you what to back to entering Invoices.

Many Thanks  Kath 

Kind regards Sarah @ Douglas Accountancy & Bookkeeping Services 

 

Ioan's picture

Line 50 Function keys

Ioan | | Permalink

In addition to the witch-queens comments if you press the shift key with F6 it will increment the cell above by one

Project Reports

sarah douglas | | Permalink

For anyone who who like to see their Purchase Day Books for  Purchase Invoices to Projects .  This report is in the project reports in the Project Module.

  • Go to the Projects Module
  • Reports
  • Day Book Reports
  • Purchase Invoices to Projects Detailed or
  • Purchase Invoices to Projects Summary

Sarah @ Douglas Accountancy and Bookkeeping Services. Glasgow

 

John Stokdyk's picture

Don't know what happened to your original post, Sarah...

John Stokdyk | | Permalink

...but I suspect it picked up some formatting from MS Word or elsewhere.

Here's a little tip for any AccountingWEB users who are struggling with the formatting of their comments. To ensure clean copy try pasting it into Notepad first and then pasting it into the "Body:" box of your comment. This inputs ASCII text rather than any of the extraneous codes that Word produces.

If you want to add a link, click the Globe/Chain icon on the tool bar at the top of the box and paste your URL in there. You can also make the link open a new window and tweak it in other ways using the options it offers.

Now back to that Sage tips & tricks artice.

Helpful Hints for Sage Window Interface and missing Headings.

sarah douglas | | Permalink
  1.  

    Sage interface .  Hope this is helpful.

    (Please Note I am using Version 2009 so any versions below this some of my points may or may not apply)

    Widening Columns

    This applies to all windows within sage 

    • Go to your column heading that is shaded in in grey and go to right side where the column ends and your cursor should turn to double cross this allows you to widen any column you prefer by dragging it wider.    
    • This applies in Sop where you can make your description column as wide as you like within your SOP order, purchase order ,sales invoice. Actually you can do this where you have shaded headings in most windows of sage .

    Making Widows Bigger 

    • In any window on your  top right hand corner of the individual window you have 3 options just like excel  to make it smaller , minimize bigger or close it.  This applies to everything.

                                                                        or

    • Your can put your cursor anywhere on the outskits of your window and your cursor will change to a line with arrows either end  this allows you to drag it to the size you specifically would like. This feature is just like excel. 
    •  

     MISSING HEADING HEADINGS THAT PEOPLE USED TO HAVE AND CANNOT FIND NOW

     

     Sage's idea is that you can fix it to suit individual needs. This is not a feature everyone likes or was aware of . I am sure a lot of people know this but from my experience a lot of users do not , so  I hope this helps.

    • No matter where you are looking for information on sage you probably think, I would also like to have that heading when I am searching for things  for example when I am completing  my bank Rec.  
    1. what ever ledger you are  in Customers , Purchases , Bank , SOP , POP , Products . Maintenance if you go to any heading where the heading is shaded in grey , if you right click your mouse all the options of different headings that you may require come up and you can pick the headings that will suit you.  

    This is a very useful tool for instance , I found it quite useful in the Bank Rec were I could add the suppliers code and Customer Code , that is just an example .

    View or print  Activities and history in whatever order that would help.

    Again  I am sure some may know this, but it is for anyone who does not .  As most are aware when you are doing your bank rec you are able to tell Sage to put the transactions  in date order , ref order, description , amount and others.

    • This now also applies to everything, when your searching in every ledger, eg Sales invoices , any viewing activities customer, bank activity to name but a few 
    • Just Double click on the Heading you want it in order, and it will do it . You can then you use your print list option  and also using custom range and other options to really narrow the information that you require.
    • This can help for example in the purchase ledger , you could put it in Date Order , Invoice Ref order .  Amount order , tick O/S items only ,which ever is more helpful at that time.

    Just a few examples:

    Sometimes if we are searching maintenance for corrections , by adding the heading we want , if someone had entered the right amount, wrong Vat code , wrong date , and we cannot find it anywhere  you could put it in amount order to see everything entered with that amount , or Vat code order for example. description order.

     Unfortunately  when you are making supplier payments you can not do this.  

    but as Witch Queen has pointed out below you now can for Version 2010 , which is great that in it self is worth upgrading for . 

    Hope this helps 

    Kind Regards 

    Sarah @ Douglas Accountancy and Bookkeeping Services ,Glasgow

     

     

Search Criteria Toggle

kathgibson | | Permalink

I realise my post didn't go into detail on searches, so for the benefit of those who've never used it (or didn't know it existed), here's the basics.

Suppliers, Customers, Nominal, etc, list view has a button at the bottom marked 'Search' which allows you to filter the list you are viewing by setting search criteria.  It's a pretty standard database function, with pull down lists to set the options such as: 

Where | Balance | is not equal to | 0.00

Where | Account Reference | is Greater than | AAA001 | and | Account Reference | is Less than | ZZZ999

Once you have these set, hit 'apply' to have the filtered results show on your list.  If you use different searches for different functions, you have the option to memorise that criteria and recall it a later date using the Save/Save As and Load buttons).  

If you have criteria set, the magnifying glass at the top right of the screen will toggle between ALL records and whatever the last SEARCH criteria was set at, so if you don't see the records you're expecting, go back to the search button bottom left and check what your criteria is set to.

 

 

 

Using the Website and Contacts to make life easier

sarah douglas | | Permalink

Website Field 

Suppliers Tab and Customers Tab

      1. Go to Details Tab Customer Tab or Suppliers 
      2. Put in your suppliers or Customers Website Address in the Website field 
      3. Press the shaded Button in the field 
      4. Your Customers or Suppliers website will now appear behind your Window
      5. You can either close or minimise your Customers or Suppliers individual window and the Website will be there 
      6. For Customers we use this to keep ourselfs informed of anything new that is happening with your clients.  My clients are always pleased that we go to the trouble of having a quick look,
      7. For Suppliers we use this to search for  prices are complete some online ordering.

Email Settings Field 

This will allow you to email directly through your email to that email address in that field.

Just put in the email address you would like to use .

We use this a lot in the Customers to send emails to the accounts department to chase for payment and attached a copy of their Invoice.

 

ADDRESSES & CONTACTS Tab within Details of Customer and Supplier for more then one contact 

 

  1. Press Addresses and Contacts 
  2. Press New and put in any extra contacts or addresses for that supplier or customer
  3. Fill in email again for new contact, press the shaded button and it will set up the email for you.

-- Sarah@ Douglas Accountancy & Bookkeeping Services, Glasgow

Using Sage 50 to save money

19kings | | Permalink

Hi Sarah,

More than just sending out copy invoices we use the email function in the Sales Orders, Invoicing and Purchase Orders to send out everything electronically.

Our office has not sent out any printed orders, invoices or statements of any kind for well over 10 years now. We rarely use an envelope or need to go to the post office. This has saved incalculable time (folding paper and putting in to envelopes and going to the post box), and cost (toner, paper, envelopes and postage).

Now, using the iPhone and LogMeIn we can log in to our office, produce an invoice and have it in the client's email inbox before we even leave the premises if we have been out on site. In most cases the client transfers the money straight in to our account electronically and if they use the same bank as us it can be in our account before we leave the premises, but at the latest the following day. Psychologically this is far less expensive to the client as it is done and forgotten while they are still seeing the value of your service.

Another benefit is that there is always a trail that shows the actions taken and it saves time on overdue accounts. If we do have someone slip through that has not paid immediately, we use an additional layout called Reminder and reprint the invoice which has Overdue in 36 font across the middle of the invoice - it is usually not missed. We also configure the email subject heading to read (Our Company Name) (Invoice) and the Invoice Number - such as ABC Co Ltd Inv 5168. This way the client can see the heading immediately and know what it is and we can always find the original email by searching for the invoice number to know it was sent.

Over the years Sage 50 has more than paid for itself using this approach.

19kings SAVING MONEY

sarah douglas | | Permalink

I wish all my clients would go the way you have.

Depending on the Client as they all have their different preferences. I do try to persuade them to go the full hog as you have well covered, but some of them just won't . It is a bit like walking on moon, one great step something like that.

For instant one client agreed that she would check with all her customers to ask what their preference was and if they agreed decided to tick the box if they would receive everything by email.  As you rightly point out the savings our huge and she is now seeing the benefit and does email all her purchase orders now accept for a few  , but there are still some suppliers out there.  I know its hard to believe in this modern day that will not take a email order and they offer the best price so there not much you can do. 

As please don't start taking about the Iphone, it has changed the way we do things  and has saved so much time . we use MOBILE Me and I have  Apple and use  software called fusion so I can have windows as well. I use the  Apple mail and Diary and the girls use the Mobile me on the PC's  on the computer where ever we are we all see everything we have all done and update each others diary. Things to do.  I get too excited when I talk about my IPhone. Unless my clients asks for that not to be the case. 

-- Sarah@ Douglas Accountancy & Bookkeeping Services, Glasgow

Witch-Queen's picture

Sage Accounts Software

Witch-Queen | | Permalink

This is more of a 'did you know' than a 'tips and tricks' but might be of use.

Did you know that every version of Sage Accounts, be it Instant or the many variants of Line 50, are all the same piece of software?

Regardless of which box you choose in the shop, they all contain the same software on the disk. It is your Serial Number and Activation Code that unlocks those parts of the program that you have paid for.

Therefore, if a client gives you their backup, it does not matter which variant of the software they or you use, it will restore perfectly. Provided, of course, the Sage into which is it being restored is either the same version number or newer.

-- Witch-Queen

Using SAP or SAPA importing Line 50 Data or Creating opening or

sarah douglas | | Permalink

Hi 

I have notice on a couple of threads , points raised regarding reverse journals .  I am aware not everyone uses SAP but If you use Sage Accounts Production to import from your Line 50 or manually create your opening Balance I hope this will be of some help.  

It often happens that were not happy with the Journals that we have done or created for our management accounts or our year end ,and would either like to delete them or edit them.  Here are a few helpful hints

  • Open Sage Accounts Production 
  • Tools 
  • Settings
  • Workstation Settings
  • General Tab
  • on very bottom left hand corner , tick box Default Journals to temporary Journals

From now on any Journals you enter will now be temporary and will now be saved as normal , but the main  difference is it will you to edit or delete them as required.

When you go to the Journals on the main menu , it allows you to see all your Journals you now see on your right hand corner TMP JNL.  

It helps as it allows you to produce your trial Balance and correct any journals as required by either deleting or editing. Which means no need to reverse Journals any more.

 

-- Kind Regards Sarah@ Douglas Accountancy & Bookkeeping Services, Glasgow

can anybody tell me how to

zaheerbabar | | Permalink

can anybody tell me how to add columns to purchase order and sales invoice.

 

For eg i need to add u/m column to purchase order and sales invoice, how do i do that in sage 50 professional accounts

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