Version 2016 of Sage 50 has been released. This will be the first version to automatically download in the same manner as a payroll tax update or interim releases (such as 2015.3). It will need to be installed on the server first, and it will require a data conversion process the first time you open […]
Archive for category All
What’s New in Sage 50 2016
Jul 21
Inserting and deleting columns in Excel is very easy. Simply click the arrow under the Insert button or Delete button on the Home tab of the ribbon and choose Rows or Columns (you can also insert or delete individual cells). When adding (inserting) rows, the row that your cursor is in will be moved down […]
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 […]
Everyone uses Excel a little bit differently, so a trick that’s a big time saver for one, may not do much for someone else. But here are three (in no particular order) that I find myself using frequently. If your favorite didn’t make the list, I’d love to hear it. Ctrl+Home or Ctrl+End moves you […]
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 […]
One of the most valuable features when analyzing data in Excel is the ability to filter your data in place. The hours of work that it has saved me made me choose AutoFilter as the Excel tip for my first newsletter almost 6 years ago. But I decided it was worth revisiting since more than half […]
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 […]
Remove Duplicates in Excel
May 13
If you have a list in Excel, you may need to remove duplicate entries from that list. You could sort your list and manually delete the duplicates, but Excel has an easier way. On the Data tab of the ribbon, you’ll find a Remove Duplicates button in the Data Tools section. The word “remove” tells […]
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 […]
Most of you are probably already familiar with the Format Painter. It’s the paint brush button near the left end of the ribbon in Excel, Word, and Outlook. For those of you who haven’t used it before, it lets you copy the formatting from one place and apply somewhere else. Just select the cell or […]

