Archive for category Sage 50 / Peachtree Tips

Copy Inventory Items, Customers, & Vendors in Sage 50

One of the new features in the 2015.3 update of Sage 50 is the Copy button in the Customer, Vendor, and Inventory Item maintenance windows. When you need to set up a new customer, vendor or inventory item that is similar to an existing item, bring up the record you want to copy and click […]

Bank Reconciliation Made Easy in Sage 50

First of all, if you aren’t using the bank account reconciliation feature in Sage 50 you should be, unless of course you don’t want to make your life easier. In that case feel free to keep doing them manually. For the rest of you, keep reading. Here’s an overview of the whole process. To start […]

Summarize Financial Statements in Sage 50 Using Account Rollup

If you have a very detailed chart of accounts, you may want to be able to produce summarized financial statements. There are a few options to accomplish this but the easiest method is to use the roll-up feature. In order to use the roll-up, your account numbers need to be formatted properly and the accounts […]

Sage 50 2015.3 Update Brings New Features

When version 2015 of Sage 50 released with, effectively, no new features, I was quite open with my opinion about it. Now I’m happy to say that on March 31st, version 2015.3 will bring several new features.The plan when 2015 was released was that there would be several updates throughout the year that would add […]

Master Stock Items in Sage 50

If you sell variations of the same item, such as a shirt that comes in different sizes and colors, master stock items will make your inventory easier to manage. Master stock items work in conjunction with substock items, with the master item functioning like a heading for the sub items. The master stock item is […]

Finding Related Transactions in Sage 50

Many times when you are looking at a transaction in Sage 50, you need a quick way to locate related transactions. Maybe you need to see the payment related to an invoice. Or you might want to know which sales order number a quote was converted into. In most cases the information you need is […]

New Sick Leave Laws and Sage 50

Several states, including California and Massachusetts, have passed laws mandating paid sick leave. Under many of these plans, the sick time benefit is based on actual hours worked. Even though Sage 50 doesn’t offer that method out of the box, I can customize the sick time formulas for you so they will calculate based on […]

Year-End Tip: Copying Your Sage 50 Company Data vs Archiving

Since Sage 50/Peachtree allows you to have two years open, this is the time of year when most people close out the prior year so they will be ready to go for next year. Even though most reports can be run for closed years, it’s a good idea to make a copy of your Sage […]

Batch Printing Invoices, Checks, or Other Forms In Sage 50

Just because you enter transactions one at a time,doesn’t mean you have to print them one at a time. You have a choice between printing them individually from the related transaction entry window or printing them as a batch. The key to printing forms in a batch is to leave the transaction number (invoice number, […]

Log Out Other Users in Sage 50

One advantage of Sage 50 Quantum over Premium is the ability to have more than 5 users (up to 40 actually). But the more users you have, the bigger nuisance it is when you have to get everyone out so you can perform a single user function such as changing periods, making a backup, or […]