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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…

Has anyone ever created a Positive File for Sage 50 Quantum version?

We are brand new to Sage 50. We have been using QB for over 15 years now and have custom forms that we would like to emulate in Sage 50. We are looking for someone who is an expert with Sage 50 and can emulate our Invoice and Estimate that we used in…

Buenas tardes estimados, estoy buscando un reporte o como crearlo en sage 50, este reporte se llama Kardex y registra las entradas, salidas y saldos de cada producto y sus costos unitarios de entradas, salidas y totales. Pueden auxiliarme por favor. Gracias…

Using Sage 50 US Premium Accounting Several years ago, I created a custom financial statement report. In this report I created Level 2 group totals for several groups. Now I have added a few new expense accounts I would like to add these accounts into…

Hi, I need a simple custom spreadsheet from Sage 50 v14 with the sections below grouped out in date order, for a date range of say 11-12-22 to 10-01-23. I have to produce this each month using a laborious Bank Reports > Export to Excel cut and paste…

I am not able to save a custom import template. Getting a permission error. What settings have to be enabled to allow me to save a new import template for Purchase Invoices?

We are the manufacturer, distributor, wholesaler, and retailer of our given product, since we are the only ones in this country who create it. Looking to pull a basic piece count out of the total Sales Orders for a given amount of time), to get a projection…

I want to do the following: show a percentage sign (%) with the number in the quantity column instead of a decimal I want to delete the GST line and show it at the bottom Show the individual amount at the bottom of the invoice, horizontally. I…

I am using to the remote access tools. Problem. I am trying to send a invoice or a quote it does not recognize the file to use and wont send.

We have a customer who places multiples orders per month and we process through a sales order per each PO which automatically convert in invoices. The customer is asking for us to be able to issue just one invoice per month including all the sales order…

I was told recently by customer service that when I starting using the Department option and could not get any of the reports I needed I could use this reporting. I was told that I could use the designer report option to produce project reports by department…

I need to add an OCR scan line with a check digit to our monthly invoices so that I can have the data scanned by a lockbox service. I am wondering if anyone has any experience either adding a check digit to an invoice template OR alternatively I am thinking…

In Receive Money, Apply to Invoices, We have multiple similar invoices for a single customer, so tracking down which invoice to apply a payment to can be tedious. The Description column is always blank. Is there any way to add information to an Invoice…

Hello, Is it possible for Sage 50CA IR to integrate some of the Sage 50 US IR into the Canadian system. Should be an easy process. Can we put this on a wish list for the next update? We have done some research, and Sage 50 US Intelligence Reporting…

Hello, I have created a custom report to show aged vendor payables by project. Everything is working well, except that it is pulling all of the vendor invoices, not just the unpaid ones. I am not completely familiar with the database table and field…

Is there a way to change the order in which items appear on an invoice? I would like to list items being charged for, then have a subtotal, then on the next line show the holdback which must be deducted from the first subtotal to come up with a second…

When using the positive pay with the AP then CDJ it will not print the discounted amount paid to our vendor....and using the Acct. Reconciliation..Electronic Banking it exports with a negative amount is there any way we could get that negative - sign…