Archive for category Sage 50 / Peachtree Tips

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 […]

Send Multiple Invoices from Sage 50 on One Email

Emailing invoices out of Sage 50 (formerly Peachtree) is a huge time saver. But Sage 50 only lets you email one invoice at a time and sometimes you need to send multiple invoices to a customer. You could send each one in a separate email. Or you can send each invoice to an email but […]

Reissue Payroll Checks in Sage 50

Last July I explained how to void and replace a payroll check in Sage 50/Peachtree. One year later Sage has added a new feature in version 2015.1 that allows you to accomplish almost the entire process with one click. If you need to replace a payroll check, open the original check in Payroll Entry. Click […]

Tracking the Status of Orders, Invoices & Other Transactions in Sage 50 Quantum

If you have ever wished you had a better way to keep track of the status of transactions in Sage 50, and to automatically notify people when the status changes, The “Track It” feature in Sage 50 Quantum could be just what you have been looking for. Since many of you who are now on […]

Sage 50 2015 (Peachtree) New Features and Changes

April 2, 2014 is the official release date for Sage 50 2015 (formerly Peachtree). So based my briefing with Sage as well as a few days of hands-on time with the new version, here is my my roundup of what’s new and changed in Sage 50 2015. PRODUCT LINEUP CHANGES The Complete edition is being […]

Make the Most of Lists in Sage 50/Peachtree

The list windows in Sage 50/Peachtree can do a lot more for you than what most people realize. Of course we all know them as a way to choose a transaction we want to look at in one of the task windows. But do you realize how many ways they can help you locate a […]

Creating Pop-Up Messages for Customers in Sage 50

One of the new features in version 2014 of Sage 50 that I have really come to appreciate is the ability to set a pop-up reminder message for any customer. The message pops up on quotes, proposals, sales orders, invoices, or credit memos. Since you can set up a different message for each customer it’s […]