Archive for category Sage 50 / Peachtree Tips

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 […]

How to Fix an Email Address Error When Printing W-2s in Sage 50

I’ve gotten multiple calls in the last few days about an error regarding invalid email addresses when preparing to print W-2s. You have to fix the problems before you can print W-2s even if you don’t need the email addresses. The first part of the error message says “The following errors occurred with your employee […]

Creating A Comparative Income Statement in Sage 50 (Peachtree)

You can easily compare this year’s income and expenses to last year’s, and calculate the difference both in dollars and as a percentage using a report generated by Sage 50. You don’t even need to send it to Excel to calculate the change. One of the build in financial statements, <Standard> Income 2 yrs,  gives […]

Direct Deposit Options for Sage 50 Payroll

I often get questions about how to do direct deposit payroll in Sage 50. There are a few different options, each with different benefits and different costs. Since people often considering implementing new procedures at the beginning of a year, I thought this would be a good time to cover this subject. OPTION 1 – […]

Issuing a Customer Credit For Sales Tax in Sage 50

If you have ever charged a customer sales tax when you shouldn’t have, you probably learned that correcting the mistake can be tricky. First let me point out a couple of common mistakes people make and why they don’t work. Mistake #1 – Using the sales tax field alone to issue the credit. Whether you […]

Changing Decimal Places in Sage 50

By default, most numbers in Sage 50 show 2 decimals. But you have the option of changing that. To change the number of decimals used on screen, open the Options menu and choose Global. On the Accounting tab are you can choose the number decimal places for Quantity fields, Unit Price fields, and Standard Fields. […]

Replacing Item ID with Part Number on Sage 50 Forms

In Sage 50 and Peachtree, inventory related transactions all revolve around the Item ID. Since it st the unique identifier for each item, it’s always used for data entry. While you are limited to using the Item ID on screen, Sage 50 can substitute an item’s Part Number or UPC/SKU field for the item ID […]

Replacing a Lost Payroll Check in Sage 50/Peachtree

Occasionally you may need to replace a payroll check if an employee loses or destroys their check. It’s a simple process in Sage 50 (formerly Peachtree). This tip will show you everything you need to know about the process.

Vacation and Sick Tracking in Sage 50/Peachtree

You told yourself that this would be the year you started tracking vacation and sick time in Sage 50’s payroll instead of on a spreadsheet or in a notebook. But that still hasn’t happened and vacation season is in full swing. Don’t worry, it’s not too late. The Payroll Settings Wizard will help you set up the required payroll fields and formulas; then you just need to enter each employee’s starting balance.

Customer Over-Payments in Sage 50/Peachtree

Customer over-payments don’t happen often, but do you know how to deal with them when the situation arises? I’ll also explain how they are affected by a new feature in version 2014.