• How to set up Resale of Insurance Products

    We do not have any inventory per se, we sell insurance policies from different carriers and the company gets an override from the sales. How do I set this up in Sage? I want to be able to track each Independent Agent , the Carrier they sell from and which…
  • Open Sales Order Reporting

    Has anyone found a way to generate a report for Open Sales Orders that shows how much of an item is still open, or how much of the Sales Order total is still open? For example, I have a Sales Order with 100 pcs, totaling $10,000. 50 of those pieces have…
  • Export Quantity Discounts in bulk

    Hello! We are in the process of building a website solely for our wholesale customers. We need to be able to put in the Quantity Discounts per item/ group of items. How can you export a list of Quantity Discounts including the Minimum Qty for Discount…
  • Time Tickets Not Used in Sales Invoice

    How can I get a Time Ticket report of time tickets not used in A/R invoices? All of my saved custom reports somehow disappeared and I lost a report that listed only tickets not already used on a customer invoice. I cannot find a report with a filter on…
  • 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…
  • 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…
  • 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…
  • Past time to update Report & Forms Designer?

    Form and Report Designer are still stuck in the1980's as text based editors. Isn't it time to upgrade them to a graphical UI? I'd like to be able to import an image of a preprinted form on a non-printing layer. This would make text and field alignment…
  • Sage 50 report which will show what reimbursable expenses were attached to a specific customer invoice?

    We're using the Apply tickets/expenses to add reimbursable expenses to a customer invoice. Is there a Sage report which will show what invoices were attached to a specific customer invoice? The Job Profitability report shows all the job expenses, but…
  • Audit Trail Report - Need More Details

    We're trying to move towards SOX compliance, and our Sage software system is really giving us trouble. Are there any public companies out there that use Sage who could offer some tips? In particular, the Audit Trail report would be a great place to start…
  • Peachtree 2011 Question pertaining to a credit on a customer account

    Hello, I would like to know if there are different results when a credit to a customer account is created by generating a new sales/invoice with a negative quantity & negative amount as the invoice amount vs creating an actual credit memo as per the…
  • How do I run a Sales Tax Liability report in Sage 50?

    I need to run a Sales Tax Liability report for a client so that I can prepare monthly/quarterly/annual sales tax returns (for multiple states) and remit the proper payments to the various states. I am relatively new to Sage 50, and have not had to run…
  • Build your on Sage 50 Intelligence Reports

    Sage Intelligence is a Microsoft® Excel® based reporting tool that connects to your Sage 50 company data and pulls it into a familiar Excel format that is easy to understand and manipulate, putting you in control of the design of your reports. Intelligence…
  • Best Way to get "help"

    Does anyone read this? What is the best resource for HELP with Sage 50 Quantum. Mostly it appears you can hunt around Youtube for awhile or pay for a seminar. I just want to ask question??
  • 12 Month reporting

    I am trying to do 12 month reporting but am having trouble. When I try to populate the report for 12 months, I select a 12 month range. It only gives me the data in the 12th period column. How can I report across accounting periods to show a trailing…