Sage 50 CA Support and Insights

Let's look at how to create a new template, using of the Data Containers provided with Sage Intelligence Reporting.

With the Standard version of SI, you may use any of the Data Containers used in the provided reports to create a new report template.

In the following, we'll create a report that displays the sales by a sales person in a given time frame as an example.

STEP 1: Use the Report Manager  to start creating…

In this follow up, we'll look at how to customize, modify and save an existing report template (the sales analysis report) so it can be reused. Sage 50 Intelligence Reporting Standard enables you to modify an existing report, note that the modifying of a report template will be done with MS Excel so it will need to be installed on your machine. For more details on how to get started with SI, please refer to our blog entitled…

First thing to check is your edition of Sage 50 CA, is it Pro? If so, then you only have 7 years + the current year of financial data for reporting available. The Premium and Quantum editions allow for a history of 100 years of data. 

• Side note: Our cloud software called Sage Accounting has equivalent features to Sage 50 Pro and can do 12 periods of reporting. Sage Intelligence is included with Sage Accounting, however…

What is the best way to transfer your Sage 50 CA data between computers that accounts for security and database size? The Sage KB article 18188 (French KB 260-1007247) gives us the low down.

STEP 1: Get the install file and a copy of your recent database.

Install file for Sage 50

If you don't want to re-download the install files for Sage 50 CA or no longer have access to them then Copy the installer folder onto a USB…

How likely is it that someone out there has your data? You can go to a website called www.haveibeenpwned.com (currently the site is English only), type in your email address. It will tell you how many data breaches your information has had. This information is also possible to get by entering a username or password. On a basic level, know that if you're an active user of the internet it's likely that your data has been…

Do you process payroll using Sage 50 CA and are you looking to provide your employees with access to their pay history whereby they can print off paystubs etc.?

Do You Still Distribute Paper Paystubs?

You likely spend a lot of time printing & folding paper into envelopes ... every single pay period. That’s a considerable amount of time and expense. 

Want a faster, more efficient way to deliver paystubs after…

Many users can go years without having to update software. Nowadays however, most people rely on the internet and with the demand of online based subscription services and services to facilitate tasks such as backups, remote collaboration, payroll and or direct deposit; clients may find themselves upgrading software annually.

How do I upgrade Sage 50 CA to the latest version?

To convert an old version of Sage 50 CA…

For people who start, run, or work in a small business taxes play a big role in your day to day life. It can be one of the biggest expenses a company faces.

The tips we've highlighted are based on Author Jane Barratt's Lynda.com video series entitled  Taxes for Small Business

In the following, we'll look at what's important for small business owners and managers to understand about tax. As always, we suggest…

For people who start, run, or work in a small business taxes play a big role in your day to day life. It can be one of the biggest expenses a company faces. In part 1 of 2 in this series of understanding tax policy, we'll dive into why it's important to understand tax policy;  how to maximize profits by optimizing taxes; tools for getting organized, and then review sales, use and value-added taxes focusing on Canada…

Tracking the consumption of your business's carbon footprint or natural capital resource use may be something that will be useful to your business in the future. In the meantime, perhaps you're wondering whether there's a need to track additional costs related to the national implementation of the carbon tax in Canada.

The Government of Canada has developed a federal carbon pollution pricing system as part…

The original blockchain technology for tracking who did what and when. Why does it matter if your accounting software uses an audit trail or not? Did you know that if you are ever up for auditing by an official, an audit trail is what legitimizes your financial records? Sure you can buy insurance against the risk but why pay extra with a competitor for that service.  An audit trail provides documented evidence of the sequence…

Sage 50 Best Practices Training

We have compiled the best practices from Sage 50 experts with many years of combined experience with the application. Whether you are starting with Sage 50 or you are an experienced user, becoming familiar with these best practices will help you avoid mistakes, and save you time and money. 

• Storing the Sage 50 data
• Sharing the data with other users
• Automatic backups
• The sample company

Have you been having to re-enter invoices and receipts into accounting software? Did you hear the news? AutoEntry now integrates with Sage 50 Canadian Edition, as well as, with Sage Business Cloud Accounting!

Capture a bill and then go deeper, capture line items by setting up a system of rules to match them to expense accounts on your chart of accounts. Let AutoEntry extract the data automatically. Make sure that your…

Get ready for our latest Sage 50 CA update with changes coming to two key areas:

• Payroll Taxes
• Sales Taxes

NEWS

Look for the Sage 50 CA program to prompt you once the update is available. Sage Accountants Network members (SANs) can expect to see the install on June 17th (Today!). If all goes as planned, the release will be made available to all users between the 18th and 24th of June starting with Quantum edition users…

As of June 1st, 2019, the minimum wage rate has increased for the province of British Columbia. Wondering how to account for this in Sage 50 CA?

If you subscribe to a Sage 50 CA Business Care plan you'll have access to the payroll module.

• Note: You can create cheques, but will need to subscribe to a payroll plan if you want to have tax table updates and automatic calculations for deductions such as EI, CPP, and more…

Looking to expand your small business or just want additional features to enable you to do things like mobile invoicing? See the below for details on how to migrate, move or integrate your Sage | Accounting data with Sage 50 CA software.

STEP 1: Already have a Sage | Accounting database?  Go to Step 2. If not then here's:

How to set up a Sage | Accounting account

If you need to create your Sage Business Cloud Accounting…

Are you finishing off year end but will need to wait for your accountant to reconcile the year before you can begin entering transactions for the following year? 

Year-end Tips and Tricks

If your accountant works with the Sage 50 CA  Accountants version of the software, then at year  end you can create a special version of the database that they can work with to make miscellaneous transactions entries. 

About the Sage Accountant…

The following will guide you in setting up a new payment method which includes creating the payment and expense accounts then a quick step in Setup > Settings. See below for details on the four easy steps. You'll be processing payments to vendors in no time!

STEP 1 - Create a Payable Account: In your chart of accounts, you'll need to set up a Payable Account (in the 210xx range typically). To do this, go to the…