A few Top Tip’s

Our Top Tips for Using Sage 50

A few tips for Sage 50 users, some you may know about, others, however, may come as a welcome surprise – and if you want to know more of these give us a call or pop us an email.

1. Remove the Welcome Page: Go to ‘Tools’ > ‘Options’ > ‘View’ tab > ‘Global settings’ and  uncheck the welcome page
2. Use Bank Feeds: Download live bank transactions to compare with Sage 50 entries and even create the transactions. Saving time on duplication.
3. Short cut keys: F1 – Help, F2 – displays a calculator, F3 -Opens the edit line when creating Sales/Purchase Orders and Sales Invoices. F3 – Enters the amount automatically when processing a Customer Receipt of Supplier Payment. F4 Opens a quick Reference list of previous text for the field. F5 – if in value field displays a currency calculator, if in a text field run the spell checker. F6 – duplicates the field above, Alt +F6 Duplicates the line above and increments the value. F7 – Inserts a line on data entry screen, F8 deletes a line on data entry screen. F9 – when entering a total amount will calculate the Net and VAT value. F11 – Opens the control Panel, F12 – Opens the Sage Report Designer.
4. Date Lock Function: Set a lock date to prompt a message that the period is locked for users to enter a transaction prior to set date. (The Manager Logon can override).
5. Grouped bank transactions: if transactions share the same reference and date these will be grouped together, to amend this option, go to settings>bank defaults> untick group bank transactions.
6. The ability to Archive Dataset at year end, enabling the removal of historic data from the current company dataset.
7. Colour display on lists view to aid visibility Tool> Options>Colours
8. Favourite Reports to be access from main screen without the need to access the individual module reports.
9. Bespoke Menus: each of the user’s can have access as required.
10. VAT Reporting, Direct completion of VAT return to HMRC.

Should any of the above strike a chord and you’d like to know more – Please call us or contact us via email – We’d love to chat!