Over the years, customers and vendors come and go. That means your customer list and vendor list get cluttered up with obsolete records. While you can’t delete those customer or vendors as long as you still have transactions linked to them, there is an easy way to hide them so they don’t show in the […]
The worksheets (or tabs) in an Excel workbook are a nearly indispensable tool for organizing data. (I know some of you remember when tabs were a new feature.) But how many times have you repeatedly jumped back and forth between tabs trying to compare information? There’s a much better way. You can actually show both […]
When setting up an item to be bought or sold in Sage 50 you have to choose an item class. Choosing the right class is very important so I want to shed some light on the most commonly misunderstood item type, the non-stock item. To understand when to use non-stock items, you need to understand […]
Someone asked recently if they could create a shortcut on their desktop that would open a specific company in Sage 50. In fact it’s not hard to do at all. Since many of you maintain multiple companies I thought the answer would be worth sharing. If you don’t already have a Sage 50 shortcut on […]
Many programs export data to CSV files (Comma Separated Values) because they are almost universally recognized. Excel can easily open a CSV file and automatically split into columns but there are some common problems you’ll run into when doing that. One of the most common problems is leading zeros. Zip codes (postal codes), invoice numbers, […]
What’s New in Sage 50 2016
Jul 21
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 […]
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 […]
