Design an Income Statement with both YTD Budget and Annual Budget in Sage 50

Recently I came across this question from a Sage 50 user: I’d like to add a full year budget column to the standard Income/Budget Statement so my board can keep their eyes on the end-of-year goal.  Can you tell me how to add that column using the design tool within Reports & Forms? When I […]

What To Do When Your Sage 50 2017 Installation Freezes

Most of the Sage 50 version 2017 upgrades I’ve installed have gone smoothly. But on a few PCs it froze up on “Step 1 of 3, Installing Pervasive” so I thought I’d pass along this tip for how to resolve this problem. W3dbsmgr.exe is the database service manager for Pervasive, the database engine that Sage […]

Controlling Data Input in Excel

Data validation may sound complicated, but it’s just a way to apply rules to a cell to make sure good (valid) data is being entered. How can you use this? You can set data validation for a cell to only accept a certain type of data such as date, time, numbers, or whole numbers. You […]

What’s New in Sage 50 2017

July 12, 2016 was the official release date for Sage 50 Accounting 2017, US version. Over the next few weeks, those of you with a current subscription or Business Care plan will see the upgrade show up as an automatic update, just like the 2016.1 and 2016.2 updates, or payroll tax updates. As usual, the […]

Finding Related Cells in Excel an Excel Workbook

It’s always important to know the relationships and dependencies between cells on your spreadsheet. If you edit a cell, which other cells will be affected? And which cells does a particular formula look to? Both questions are easily answered with the Trace Dependents and Trace Precedents buttons. To find out which cells/formulas refer to (are […]

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 […]