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  • Sage 50 Accounts top tips

    Learn some time-saving shortcuts and top tips to customise your settings when using in Sage 50 Accounts including: Practice Data Configurable columns Adding coloured rows Selecting multiple records ..and much more Read more > Want to see…

  • Webinar - Report selections and custom report settings - Recording available

    Learn how to streamline your reporting using report selections and how to use custom report settings to tailor payment information in your reports.

  • Report designer - Losing pre written email messages in Report Layouts

    Hi, Over time I've set up custom messages in my report layouts for when these are emailed. I've noticed that on a number of occasions these do not appear and, instead, the message defaults to the " Your report is attached in pdf format. You will need…

  • Editing Fonts in Sage CRM 2022

    Before we start. It is important to make a backup of all files we are editing. As well as having a basic understanding of HTML and CSS coding. Text editor fonts You need to edit the following file found - ?:\Program Files\Sage CRM\CRM\WWWRoot\ckeditor…

  • Report Design - Personalise your invoice part 2 - Recording now available

    This session explores how you can make amendments to the middle sections of your invoice layout depending on the type of invoice data you enter in the software. This session has now taken place, but don't worry, a recording is available: Open the webinar…

  • Show alternate row colours on employee list

    To make things easier to find when you're working with large lists of employees in Sage 50cloud Payroll, you can add alternate row colours to the list. Find out more

  • Tip - Adding and removing columns in Sage 50cloud Accounts

    Sometimes you just want to tweak a view in your software so that it makes more sense to you and helps you to accelerate. In Sage 50cloud Accounts you can add and remove columns to and from your list views, just right click the title bar and select or…

  • Customise fields in your records

    There are fields on your customer and supplier records that you can rename to suit your needs. So if you want to add extra information to your records and can't see a suitable field for it, use a custom field instead. Find out more

  • Row/text box sizes too small for text

    Hi all, I am struggling massively to display Sage correctly. I have contacted the Sage team on phone, spoke to an online chat/ambassador and joined a webinar - all suggested I try playing witht the resolution and scaling. I have tried every combo of resolution…

  • Customise your Sage 50cloud Payroll desktop

    Change the appearance and options in your software to suit your way of working and make things that little bit easier. Find out more >

  • Save time with Sage 50cloud Accounts customisation

    To help you work more efficiently, did you know you can customise areas of your software to suit your needs? Store extra information in custom fields > Hide columns and toolbar options you don't use > Make lists easier to read with gridlines …

  • How to add or remove columns from list views in Sage 50cloud Accounts

    In Sage 50cloud Accounts, you can configure the columns in each module, for example, Customers and Suppliers, and many additional windows with list or grid views. Read more >

  • Customise your Sage 50cloud Payroll desktop

    You can use the Desktop Options to change the appearance of Sage 50cloud Payroll, improve security and assign function keys to quickly open other software. Read more >

  • Customise your Sage 50cloud Accounts

    Sometimes little things can make a big difference. Did you know that you can customise the appearance and options in your Sage 50cloud Accounts to make things that little bit easier? Hide what you don't need There are hundreds of great features in…

  • HOW CAN I IMPROVE PRODUCTIVITY IN DISPATCH & COURIER INGRATIATION FOR MY WAREHOUSE

    I Use sage 50 cloud pro v26, we dispatch good using the sop/pop standard features within program. this is so slow and not automated..... This means when we print the courier labels (tuffnells) we have to type manually in from sage to the tuffnells…

  • Weekly Tip - Tidy your desktop

    It’s easy to configure your accounts desktop. You can hide the options you don’t use and also choose which columns to display, ensuring the information you need is always available. Find out how >

  • Formatting your Quote and Order Reference Numbers in Sage CRM

    I was recently asked about what the options were for formatting the quote and order reference numbers in Sage CRM, other than the default values provided, as organisations often use quite different formats for numbering them. The reference id appears…

  • Video: Adding a New Field to a User Admin Screen

    (Please visit the site to view this video) This video shows how to codelessly add a new field to the user table and have that field displayed and editable in the User Administration screen. For other articles that discuss customizing the User Administration…

  • Video: Using RunBlock and Lists for Codeless Customization

    (Please visit the site to view this video) For more technical detail about using RunBlock for Codeless Customization in Sage CRM please see the following articles. Creating Lists using RunBlock An Example of Codeless Customization: Adding Extra…

  • Customise Default Quick Appointment Duration!

    Hi All, Here I am demonstrating a little workaround about how to re-set the Quick Appointment duration from 30 mins (default - selected) to a 60 mins (default), or to your preferred choice, from the quick appointment duration selection box for creating…

  • HOw to change System act list element in Sage CRM?

    Hi, I would like to rename the drop down list (ref fig below) Thanks in advance. BR, Raja

  • Customise fields in customers, suppliers and other records

    If you want to enter extra information that doesn't have a pre-defined field within Sage 50 Accounts, you can use a custom field. These are fields that you can rename and use for any purpose. For example, you might want to show sales agent names on customer…

  • Customise your view in Sage 50cloud Accounts

    In any software there are options that you use more than others or options you may never use. To help you work more efficiently in Sage 50cloud Accounts, you can configure the workspace to hide what you don't need, making the options you do use easier…

  • End of Month Credit Terms

    Hello I am completely new to this forum and to Sage, please forgive me if this question is in the wrong place or is a very basic something i should know! We have just switched from Access Accounts to Sage and I would like to know if there is any way…

  • Supplier Activity Detail - Tax Code option not remaining on when ticked

    In Sage 50, when viewing accessing the following section: Supplier -> Activity -> Details the lower details info bar has the option to display Tax Code. However, unlike in other parts of sage where the info bars can be set for personal display and fields…

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