• Making a custom form the default form?

    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…
  • Add subtotal and total tax to bottom of invoice

    I have already figured out how to add the subtotal as a separate line item, but is there a way to get the subtotal and total tax to appear at the bottom of a custom invoice? Somewhere just above the total instead of as a line item. I don't like how…
  • Column Width change

    Hello, How does one change column width? In previous posts (6 years old and older!), it was suggested to hover and then change the column. The closest i get to that is to click on a box that contains all of the columns, However, that changes the box…
  • Add date field to sales invoice

    My company provides transport services billed by the hour and invoiced by the week (some customers will be using our services 4-7 days each week). We currently use an Excel spreadsheet to track/report the daily hours and calculate the total weekly hours…
  • automatically print Billing period in invoice

    We are a service company and we are looking to invoice customers every 28 days. Is there a way to automatically print the billing period on an invoice. Currently we have to add it to the description on the invoice. Thank you in advance
  • Adding a tracking number to an invoice as a hyperlink

    Currently: 1. We add a courier and tracking number to a sales invoice. (Ctrl+K) 2. We email the invoice to the customer. (Ctrl+Shift+M) 3. Customer receives invoice via email in PDF format. 4. In order for the customer to track the order, they…
  • Customizing an estimate

    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…
  • Customer Receipt Type Default Settings

    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…
  • Projects - Intelligence Reporting

    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?
  • Form Templates

    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…
  • Any body out there know what is required to import from Concur, our expense provider?

    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
  • Adding information to an invoice

    Hope this isn't a double post - I already posted it but can't find it, so I might have done something wrong with it. We need to be able to add certain information such as the name of a particular document to the description field of invoices. These…