inspire tour: sage 50 tips and tricks
Post on 05-Aug-2015
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Sage 50 AccountingTips and Tricks for the everyday user
#InspireTour
Introduction
Alistair Ellis• March 1997 – Developer on Sage 50• October 2007 – Product manager on Sage 50• July 2012 – Product manager on Sage One
#InspireTour
Agenda
• Home window• Invoicing• Reporting
#InspireTour
Home window
• Personalize to you– Default start up page– Record listings– Shortcuts
• Efficiency– Fast access to reports– Fast access to transactions
#InspireTour
Invoicing
• Invoices– Copy an invoice– Faster entry and fewer mistakes – service items– Include more item details on invoices
• Statements– Easy filter for all, outstanding, or overdue amounts– Calculate interest on overdue amounts
• Receipts– Easy to record multiple payments from a customer
#InspireTour
Reporting
• Personalize:– Filter and sort– Move, add, hide information
• Default vs last used– Home window – Last used report settings– Report menu – Default report settings
• Report templates– Groups– Share
• My Reports– Easily run multiple reports at once
Thank you!
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