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Supporting Your Organisation to Succeed!
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Helping you Achieve your Sage 50 Goals Quickly & Efficiently – Saving you Time!
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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.
- Remove the Welcome Page: Go to ‘Tools’ > ‘Options’ > ‘View’ tab > ‘Global settings’ and uncheck the welcome page
- Use Bank Feeds: Download live bank transactions to compare with Sage 50 entries and even create the transactions. Saving time on duplication.
- 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.
- 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).
- 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.
- The ability to Archive Dataset at year end, enabling the removal of historic data from the current company dataset.
- Colour display on lists view to aid visibility Tool> Options>Colours
- Favourite Reports to be access from main screen without the need to access the individual module reports.
- Bespoke Menus: each of the user’s can have access as required.
- 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!
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Call us on 01234 818028 or email us info@kconsultants.co Let’s find out
how we can help you.
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