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Sorting In Excel

Usually we think about Excel saving us time by performing lengthy or repetitive calculations for us. But sorting is another great time saving feature. It can do simple sorting with just two clicks or more complex multilevel sorting with an easy to use tool. You can sort your whole worksheet or just selected cells. In […]

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 […]

Using the Function Wizard in Excel

Today’s tip is about how you can discover some of Excel’s power on your own. Built into Excel are many helpful tools called functions. Functions are shortcuts that make it easier for you to accomplish things that would otherwise require long, complex formulas. For example, the best known function is Sum. You’ve probably used it […]

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. […]

Excel – Hiding Columns or Rows vs Grouping

You probably know that you can hide columns or rows in an Excel spreadsheet simply by selecting one or more rows or columns (for simplicity, I’ll only talk about rows, but everything here applies to columns also), then right-clicking and choosing Hide. You can unhide them by selecting a range of rows that includes the […]

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.

Sage 50 US Edition (Peachtree) 2014 New Features

Sage 50 2014 has arrived.  I think most people will be happy with the upgrade even though it doesn’t have the type of big new features people often look for in a new version. Instead this release focuses on making the things you’re already doing easier, and it accomplishes that without making you relearn how […]