Sage 50 Canada

Hello, New to Sage... Probably the answer is very simple but I simply can't figure it out: How do I make a custom form (such as estimate or invoice) the default form? I am unable to save the customized form in the default folder (it says I do not have…

How do i know if i should use "cheque no. as the source code for cash purchases and sales" or not? This is in regards to posting a customers receipt in AR. Thank's in advance for any assistance!

I hope to add a couple of fields or modify current fields in the Receivable invoice module so I can search on these fields. My client wants to add additional fields for 2 separate identifier numbers that they can search on, in addition to the standard…

I'm attempting to create a customized cost estimate form in Sage50 Premium Accounting. It is going fine except I don't want to show GST in my cost estimates. Is there anyway to remove this from my estimate? It doesnt show up as a field in the customize…

With the installation of 2017, customer records now auto default a payment type and I find this to be a problem. This is a problem because the user cannot set this default to what is most common to their business. It is a shame that there is no global…

I noticed my invoices printed with two logo's (same design) in the upper left corner (one slightly overlapping the other). Thought it was just an error when I set up although I haven't changed my invoices or logos for a couple of years. Was talking to…

I want to be able to print a report of all the projects that have outstanding balance - basically an A/R report for projects. Is this something that can be done with the Intelligence Reporting software?

I have Sage Pro and I need to customize the Invoicing screen both in my Sales and Purchases as there are too many boxes that I do not use. Where do I go to customize it? I don't like to have to tab and tab in order to get to the box I want. I work with…

I am modifying a Purchase order template and have added a data and text box to add "Ordered by:" If I print the order, it adds this to the form, but on the window itself, it does not show up on the screen for me to enter anything. Can anyone tell me what…

Anybody know of an easy way to import expense items from a Concur file export? Alternatively would anyone know how I can export GL strings for each company managed in Sage? Thanks SonnyS