Archive for category All

Adding Labor and Overhead Costs to Assemblies in Sage 50

Last month I talked about how to set up and use assembly items in Sage 50’s inventory. This month I’ll expand on that by explaining how to add labor or overhead costs to an assembly. First, you’ll need to set up at least one inventory item for labor and one for overhead. So go to […]

Excel – Use the Group Feature to Expand or Collapse Detail Lines

This is the last in a series of tips related to the Excel’s Subtotal feature which automatically inserts subtotals and grand totals into a list and groups the rows into a collapsible outline. Auto sum only works in certain situations. When it doesn’t work you can still accomplish the same thing with just a little […]

Using Excel’s SUBTOTAL() Function Makes Grand Totals Easier

First, to clear up any confusion, I’m talking about the Subtotal function, not the feature. A function in Excel is a command used in writing a formula. The Subtotal feature automatically inserts It subtotals (using the subtotal function) into a table of data. Now I know it sounds strange that the SUBTOTAL function in Excel […]

Preventing Changes to Prior Months in Sage 50/Peachtree

Sage 50 keeps two years open at all times. Once you close a year using the Year End Wizard, you can no longer make changes to that year. But what about closed months in an open year? A user with unrestricted rights can still add, delete, or make changes to entries that are in a […]

Excel – Easily fill in blank cells with data from the cell above

You’re probably thinking “of course it’s easy, just copy it.” But sometimes you have data laid out like the example below. The customer name and sales rep have only been entered when the data changes. This way they act like headings and make the report easier to read. But if you want to sort this […]

Don’t Kid Yourself, You Need a Reliable Backup.

So far this year I’ve already talked with 3 people who have lost data because of hardware failure or malware attack, and another who was lucky enough to get their data back but spent a very nervous weekend waiting to hear if their IT person would be able to recover data from their dead computer. […]

Printing Sage 50 Invoices, Picking Lists, or Other Forms From Prior Periods

A common question from Sage 50 users is how to reprint a form, such as an invoice, sales order, or picking list from a closed year or, if you have restricted user’s access to previous periods, how to you reprint one from a closed month? Most people print forms, such as invoices from the same […]

Automatically Add Subtotals and a Grand Total to a List in Excel

Did you know that, with just a few clicks, Excel can add subtotals and a grand total to your lists? In order for it to work you do have to start out with your data formatted correctly. Logically, you’ll need to have the data in your list sorted by field you want to subtotal by. […]

Introducing Sage 50c

You may have received information about the new Sage50c. So I thought I would take a moment to explain what it is, what it’s not, and who might be a good candidate to use it. Sage describes it as “Reliable desktop software with anytime, anywhere cloud access. Perfect for working with your accountant or while […]

Insert Comments on Excel Worksheets

If you’ve ever wanted to make notes on an Excel worksheet like you would on a printed report, you’re in luck. That’s exactly what the Insert Comment feature does. Simply right click on the cell you want to attach the comment to, and choose Insert Comment. A box that looks similar to a yellow sticky […]