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  • data token for email template

    I was wondering if there is a way to create a new data token? If so, I was hoping to create a data token to change the Bill Date to July 1, 2020 format rather than the default 7/1/2020 format. When emailing my bills, the email template shows Bill Date…
  • How to Create a Pre-Populated Quote as a Template?

    Hi Everyone! I have a client in the construction industry using CRM 2019 R1's quote feature. Their quotes contain many line items (products) so they are very time intensive to create. However, the quotes generally contain the same line items. Therefore…
  • Exporting Dashboard Reports using the “Create Template” option via Excel

    FormerMember
    FormerMember
    Issue: What is the function of the “Create Template” option when Exporting Dashboard Reports via Excel? Resolution: The "Create template" option is used to run an existing report and can pick which columns from the existing report you want to include…
  • Winning business: A guide to help you focus on the impact of the CRM proposition

    Winning business means understanding a prospect's goals The Sage CRM proposition works in supporting a prospect's business operations and meeting their strategic goals --- in particular, how they make or save money or decrease risk in their business…
  • Creating and using Interactive Dashboards: A round up of articles

    An Interactive Dashboard allows a user to simplify their daily tasks and activity management by providing them with an intuitive workspace that contains their key information. Information from Sage CRM, Sage ERP and external systems like social media…
  • Info Managers and System Administrators can share Gadgets with colleagues

    If a user is an Info Manager or a System Administrator, then they can create Library Gadgets. This means if they have a brilliant idea that can be displayed as an SData, Chart or List gadget then they can build that gadget in such a way as to allow other…
  • Email button with relevant email template..

    Need some assistance. I have created an email button to send a particular document to our customers. I have created an email template to be used whenever this email is sent. When the button is pressed to send the email, I would like for the relevant…
  • Feedback about html vs Word for templates

    I would just like to register my frustration at having to use html for templates rather than Word. I understand that Sage went with the html option for version 7.1 because they 'didn't want to be dependent upon other software' for the delivery of their…
  • Issue with Sage Report Designer

    FormerMember
    FormerMember
    Hi Everyone I'm not sure if this is the right place to ask, but does anybody have any idea why I have the following issue? When I preview the delivery note, I can see all characters. Whenever I print to PDF or I print directly to the printer or…
  • Totals Page Templates-Format Command-Not Saving v18.12

    Totals Page/s: Format-Save. Has anyone on 18.12 been able to successfully save a Totals Page Template where the Format option was used to Align Text, Font Size/Color, etc.? My templates save with basic formatting like; reordering the predetermined Headings…
  • Compatibility with ICR Touch software

    FormerMember
    FormerMember
    I have a potential client who uses ICR Touch Software in their outlets. I hope to link this to their new Sage 50 cloud system which was specified by their accountant. At the time Sage was specified the idea of linking to the sales system had not been…
  • Data Import

    Uploading journals using the Audit Trail Transaction template to Sage 50cloud and looking to understand the Exchange Rate column. Just want to check whether this understanding is correct as the comments on the Template aren't very explanatory and I…
  • How to migrate Time Sheet Slip templates?

    Hello, We are migrating from TimeSlips 2014 to TimeSlips 2018. When we did the DB export/import everything looks fine except the Time Sheet Slip Templates didn't come over. Can anyone point me to documentation that shows how to migrate these over…
  • How to import bank receipts into several nominal codes using Excel

    We are trying to find a way to import bank payments from Excel into Sage50 Essentials (Version 24). Each single bank payment represents several sources of income and need to be split into several nominal codes. If we use the standard input form we have…
  • UPLOADING SUPPLIER INVOICES FROM EXCEL OR CSV

    I want to upload supplier invoices in to sage rather than having to enter them all manually and also bank payments in to a specific bank account. Is it possible and if so where can I get the templates from. I have included a screen shot of the bank payments…
  • Creating Labels with sales prices and barcodes?

    Is there anyone that can point me in the right direction, I want to be able to print off labels with the sales price and barcode on for our stock but I need the labels to be various sizes, is there a straight forward way of creating them? I did initially…
  • Invoice layout required for NNR 101-4 9/2003 Network Automotive Management Form

    I am trying to generate an invoice template for continuous stationary NNR 101-4 9/2003 Network Automotive Management form. Would anyone have a template for this please?
  • Is there a Chart of Accounts and nominal codes template specific for small construction companies?

    Hi everyone, I am new to bookkeeping and the forum and would be really grateful for some help. I am setting up accounts using Sage 50 for the first time, for my husbands small construction company. Is there a template Chart of Accounts and nominal…
  • Invoice Template

    Hello, I am looking to amend the layout of our invoices, but how do I know which template is being used?
  • price list upload template for Sage 50, is there one? I have follow the online instruction to create csv or txt file, als exported Price list from Sage via excel and updated and save as csv / txt but continually get errors.Please advise if there solu...

    Customer Price List Template
  • Inserting the project field when creating a journal

    Hi, When creating a double-entry journal from the Nominal list, I am unable to insert a Project or Cost Centre field into the journal template. This would enable me to create a Dr/Cr manual posting against a project. Does anyone know how to rectify…
  • Uploading templates

    I am going to be updating the design of my company's accounts stationery including invoices, credit notes, purchase orders and statements. Is there a way to create a template and upload it to Sage? If this is possible what format does the file need to…
  • Estimate Templates?

    Is there a way to create a template for estimates so that i don't have to add all the items each time i start a new estimate?
  • Posted Check showing on Invoice but not "Previous Balance"

    If a client has new charges, plus they had a previous invoice which they paid, when invoices are printed, the check is showing up on the invoice but it does not say "Previous Balance" so it's very confusing for the client because they think the check…
  • option to add a column on the quote / invoice that will multiply with quantity & price (see example)

    We rent items to clients. Sometimes for multiple days. If they rent a TV for 3 days, we have to put a 3 in the quantity column. It would be great to be able to put a 1 in the quantity column, then have a column (that multiplies with quantity & price)…