• Tracking stock parts found both in bins & built assemblies

    In Sage 50 Quantum is there a simple way to view stock levels of parts some of which are in built assemblies and some still found in parts bins? For example we have an instrument that us comprised of over 600 unique parts. Within the instrument are 50…
  • Edit Level 2 Totals for account group total Sage 50 accounting

    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…
  • 1099 NEC critique

    Where do I critique the 1099 NEC etc issue in Sage 50 for 2022. If you upgraded to the 2023 package, which we did when we were supposed to ..., ALL OF YOUR CUSTOM 1099 reports DISAPPEARED!! Supplanted with Aatrix reports. Which are a HUGE STEP DOWN!!…
  • Invoice Line Item Detail -> Cash Disbursement Journal

    Our controller has asked that we send a weekly report to decision makers showing all of the cash leaving the building & what it was for. They are looking to see the line item description or detail that would pull through to the G/L in this report. I…
  • Report for Simple IRA weekly payment

    I am trying to figure out how to run a report (like a tax liability report) for our Simple IRA. In Quickbooks, there was a report that I could run to know how much Employee/Company contributions to pay each week. I cannot find one in Sage 50. Any help…
  • Custom Reports Freezing After 2023 Update

    Custom reports freeze when trying to run them after upgrading to sage 2023. They will open but refuse to run unless you interact with them (ex. clicking on the options or refresh icons). Even after interacting with them they take a while to load or crash…
  • Access to Sage 50US Data

    What access do you have to your data in Sage 50US after your subscription ends?
  • What information is available to you in the Sage 50US program after you end your subscription?

    I have a question regarding what reports are available to you when you stop your subscription to sage 50 US.
  • error with PO form. inconveniences when printing purchase order form.

    When designing Purchase Order Form it on a workstation it prints correctly but when trying to do it on the corresponding computer the words are cut off, it has been tried centering, changing the fonts, adjusting and nothing, in the link show the error…
  • RE: Reports-Account Reconciliation.

    RE: Reports-Account Reconciliation. Can you please open up the "show" column under "Columns" and allow us to insert the "Description" column in our bank reconciliations. We download journal entries in our payroll accounts and we cannot see the description…
  • Inconsistent date format when export data to excel

    My excel version is Office 2016. When I export data from Sage 50 to excel, there are different date format in the date column (as below image, different date format for 12/4/2022 and 14-4-2022). It is difficult to use Excel Power Query to do some analysis…
  • Sage 50 user logging and history

    Hello, We need to see which employee entered a specific transaction. We had multiple users signing in to the same account so when we ran the audit trail report it just showed that account. Does Sage 50 perform any additional logging that would tell…
  • Quantity on Sales Orders

    Hi, I have a number of similar assemblies on multiple different sales orders at the same time. What I'd like is to make a report of all the individual components I need to order for them, but the problem is that all I see is the assemblies themselves…
  • Sorting and subtotals on Financial Statements Reporting

    Very frustrated with reporting of Financial Statements on SAGE 50. I have account ID structure of 1234-56-78 1234 = Account number 56 = Numeric department number 78 = department subaccount category I want to issue financial operations reports…
  • Setting up inventory items and assemblies

    As an example, I sell Receiving Sets which include a Burp Cloth and a Receiving Blanket. I set up the items Burp Cloth and Receiving Blanket as stock items with the inventory account 12000 (supplies). I set up an assembly Receiving Set and put in the…
  • Invoice Date and Aging Report

    Ok, so I have always entered invoice dates as the actual date I have created and submitted invoices to our customers. Sometimes, because I have to wait for information, invoices for services in one month are not sent until the middle of the following…
  • Cannot copy Sage 50 report to Excel.

    Can no longer export / copy a report generated in Sage 50C to Excel. Receive message "An unexpected error occured while copying your report to Microsoft Excel. Please try again". I have rebooted and reopened Sage 50C. Also performed a "quick repair" on…
  • Aging reports

    I'm getting negative days on my AP and AR Aging reports. Any ideas?
  • How can you add a subtotal in a report that adds the opposite accounting record sign

    For example, if you include other income (credit to p&L) and depreciation (debit to p&l) in the income statement total p&l and then you want to back out those items at the end of the report. You can show other income and depreciation but I can't get the…
  • Is there a way to know how much in backorders we had per customer at a certain date in the past?

    HI All, I am trying to make a report of how much we had on backorder per week for the last year by customer. Is there a way to do that in Sage 50? Or a report that would have this information? Cheers, Troy
  • How can I search for quantities sold of an inventory item for years past based on invoices?

    I am looking to get the numbers as shown in the History tab of an inventory item - but over a range of time and not just the last 12 months. A sales order report does not work for me because we do not always create a sales order for the items if we…
  • Inventory Profitability Report and Bill of Materials report

    Why does not Inventory Profitability Report and Bill of Materials report not match ?
  • Paid invoice now showing as unpaid

    We have a handful of paid invoices they are now showing up on the accounts payable list as unpaid. When you click on the invoice the check shows as a related transaction but the invoice still shows it needs paid. We have tried deleting the payment and…
  • Plugging the gaping demand hole...any advice?

    We've used PT/Sage since Peachtree First Accounting. And, as much as it continues to suggest it's robust in the areas of inventory, multi level BOMs, etc...we've always had to work-around the issue of demand. Much of what we make and sell is in the…
  • Reporting Using Item Type

    I would like to run Sales reports by Item Type but I don't see any reports that has that field available. Any suggestions?