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 […]
If you sell variations of the same item, such as a shirt that comes in different sizes and colors, master stock items will make your inventory easier to manage. Master stock items work in conjunction with substock items, with the master item functioning like a heading for the sub items. The master stock item is […]
If need to know the number of days between two dates, that is very easy to do in Excel. Just subtract one date from the other. For example if cell A2 has an invoice date in it of 1/1/2015 and cell B2 has a date paid of 1/30/2015, then you could enter use the formula […]
Many times when you are looking at a transaction in Sage 50, you need a quick way to locate related transactions. Maybe you need to see the payment related to an invoice. Or you might want to know which sales order number a quote was converted into. In most cases the information you need is […]
Do you ever get tired of removing or fixing a cell’s borders after you copy something in Excel? It’s really frustrating to discover that your last minute copy placed some random cell borders in your otherwise neatly formatted spreadsheet, or that the cells you pasted into the middle of a table have no borders even […]
Several states, including California and Massachusetts, have passed laws mandating paid sick leave. Under many of these plans, the sick time benefit is based on actual hours worked. Even though Sage 50 doesn’t offer that method out of the box, I can customize the sick time formulas for you so they will calculate based on […]
