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Sage Summit 2017

Sage Summit 2017: Sage’s annual conference is in Atlanta this year on May 10th & 11th. I’ll be leading 3 roundtable discussions for Sage 50 users.These are designed to be discussion oriented question & answer sessions rather than lecture style sessions. If you’re coming to Summit I’d love to have a chance to meet my […]

Sage 50 2017.2 Update New Features

Sage recently started rolling out the second update (2017.2) to Sage 50 2017. Updates are released gradually to users so that Sage’s servers (and technical support) don’t get overwhelmed. Everyone on a current subscription or Business Care plan should receive the download notification soon. You can also go to the Services menu in Sage 50 […]

NAMED RANGES IN EXCEL

Giving a name to a range of cells can make it much easier to write formulas or jump to a specific location.

Item Sales History By Customer list

Whether you want to know which customers are buying an inventory item or if you want to know which items a customer is buying, the Item Sales History by Customer, hidden in Lists instead of Reports, will help you find the information you need quickly.

Troubleshooting Formulas In Excel With “Evaluate Formula”

When you were in school, your math teacher probably insisted that you show your work to explain how you arrived at your answer. When you aren’t getting the result you expected from a formula in Excel, you can make Excel show you how it came up with its answer by using the Evaluate Formula feature.

Sage 50 Audit Trail Report – Answering Who, What, & When

Have you ever wished you had a way to find out when a transaction was entered into Sage 50 or who entered it? How about a way to find out if something was changed or deleted? Well that’s exactly what the Audit Trail Report is for. To find the report, go to the Reports & […]

Using Underline for Headings and Totals instead of Cell Borders

If you don’t like the continuous line you get when using cell borders to format totals or column headings in Excel, you’ll be glad to know that you can get the look you want with just a few clicks by combining the “comma” format with underlining.

Excluding Credit/Debit Card Payments From 1099-MISC in Sage 50

As if the rules for 1099 reporting weren’t confusing enough, a few years ago the rules changed so that in addition to who you paid, how much you paid, and what it was for affecting whether or not you need to issue a 1099-MISC, now it also matters how the money was paid. Because the […]

Using Webmail with Sage 50

Until last month when Sage released the 2017.1 update to Sage 50, sending invoices or other forms and reports by email required you to have a MAPI compliant email program such as Outlook or Thunderbird installed on your computer. If you wanted to send email using a web based email client, such as Gmail or […]

Sage 50c vs Sage 50 – The Straight Answers

I’ve heard from many Sage 50 users confused by the calls they get from Sage sales reps trying to get them to switch to Sage 50c, now also known as Sage 50cloud. The first thing you need to know is that you do NOT have to switch if you don’t want to. Here’s my summary […]