Sage 50 AccountingTips and Tricks for the everyday user

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Introduction

Alistair Ellis• March 1997 – Developer on Sage 50• October 2007 – Product manager on Sage 50• July 2012 – Product manager on Sage One

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Agenda

• Home window• Invoicing• Reporting

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Home window

• Personalize to you– Default start up page– Record listings– Shortcuts

• Efficiency– Fast access to reports– Fast access to transactions

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Invoicing

• Invoices– Copy an invoice– Faster entry and fewer mistakes – service items– Include more item details on invoices

• Statements– Easy filter for all, outstanding, or overdue amounts– Calculate interest on overdue amounts

• Receipts– Easy to record multiple payments from a customer

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Reporting

• Personalize:– Filter and sort– Move, add, hide information

• Default vs last used– Home window – Last used report settings– Report menu – Default report settings

• Report templates– Groups– Share

• My Reports– Easily run multiple reports at once

Thank you!