• Adding a note to receivables aging report for individual invoices

    I'm using Sage 50 US. I'm looking for a way to add a comment about an invoice that would show up when I run the aging report. For instance, when a customer communicates to me that the invoice will be paid on a certain date, or if there is an issue with…
  • Customizing Invoice Layout - On Screen Issue

    I went into the REPORTS & FORMS -> INVOICES-> selected the form to edit -> customize and I customized the invoice to my liking. I saved it. When I am creating the invoice and select this invoice template, the additional description column does not show…
  • Sales Rep Commission Reports

    Hi - With the disappearance of Intelligence Reporting, I have run into a brick wall on accurately accounting for and calculating the commissions that my sales reps get. I have tried to do it through the Invoice Register, but the report that it spits…
  • Payroll Tax Report, tax ID dropdown

    Hello, Within the PAYROLL TAX REPORT the TAX ID: drop down menu is populated with taxes from various other states, but not all of taxes from the state I do business in. Is there a way to populate this menu to show the taxes I need and hide the ones I…
  • Error in customise form print (Sage 2023)

    When I use customise form (for example receive money / pay bill), after choosing 1 payment/cash reciept and use customise form to print and preview, the application will keep loading hundred and thousand of form. Anyone has come across same bug…
  • 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…
  • Year end processing: from W-2, 943 and 1099-NEC

    Year end processing: Issue #1: form 943 input screen does not show line 11 or line 13 calculation until return is printed, does not allow manual change to line 10. Why?, Issue #2: Child employees under age of 18 are exempt from paying social security…
  • Check printing

    Good morning, I have selected the OCR Multi purp ap detail laser form to print our laser checks. However, the top row showing the titles as date of invoice, discount and description, do not show printed on the checks. It does show on the customize…
  • 1099 NEC

    Will Sage 50 be updating the 1099 Type in Vendor Maintain to accommodate the 1099 NEC forms that are required for 2020? If so, will it be necessary to update all of the vendors previously set up as Misc in order for the reports to print properly? Or will…
  • Custom receipts form

    I'm trying to print a receipt for a payment that paid a total of 12 invoices but the receipts form is only listing 10 invoices per page (and is duplicating some invoice numbers on that page). How can I customize the form to list more than 10 receipts…
  • Default forms per user

    It would be nice if the last used form could be saved to the user's profile instead of the whole company settings. We have a few companies under the same server, and each time someone prints using a form, that form becomes the default (last used) for…
  • Unable to change Save As Filename data path for customized form for multiple users

    Hi, I'm trying to share a customized "Work Ticket" form with all the other users however when I try to save it, I cannot change the filename path to our network location. I'm able to select and highlight it however I cannot type over it or delete it…
  • Character Limitations

    Currently SAGE 50 only allows for 15 characters in the country field and 2 in the state field. When shipping overseas this presents problems as some country names exceed that character limitation. Or, in a place like Australia the state abbreviations…
  • Printing Multiple Forms At One Time

    We send shipments overseas. They require 3 sets of forms. A Packing list, a commercial sales order and a shipping sales order. Right now with the new pop up I can print a PL, then hit yes to print another form. Is there a way to set it up so all 3 print…
  • Print entered by on all forms

    I would like to know if their is a way to create a text field on purchase orders, sales orders, quotes etc or any report / form where who ever entered the information is logged. So on the bottom of the from I could have Entered By: "Employee Name…
  • Why company files are growing at a alarming rate.

    If you are interested in the root of the problem and the space issue, read on.. I contacted Sage to find out how their software managed forms. After an hour with them, I finally got down to the base problem and what could be done about it. As it turns…
  • How do I remove some customized financial statements from a company?

    I have some older customized financial statements listed in my drop down that I don't currently use, but might have to in the future. Is there a way to move these files to another folder so I am not seeing them? I am currently using 2019.
  • Delivery Order Before Purchase Invoice

    Hi All, As I understand in Sage 50 Accounting US Edition, the process is Purchase Order > Enter Bills > Purchase Invoice. Is there a way we can do Purchase Order > Enter Bills > Delivery Order > Purchase Invoice? We want to have a Deliver Order…
  • PAYROLL TAX REPORT not showing out of state employees automatically

    FormerMember
    FormerMember
    I am been told by Sage Customer Support that I have to manually go into every out of state employee withholding tab and change the state to Virginia in order for out of state employees to show on the VA VEC Employer's Quarterly Payroll Report, once the…
  • Add attachments to purchases and invoices at time of initial entry/ shortcut links to pages not specific report or form/ allow printing of invoices after closing of month with no changes being made.

    I recently deleted the standard form from our form list due to the fact that we do not use the standard form, we customized the standard to what we needed for our business and saved the new form. However, there still have been some instances where the…
  • Print A Two Page Form

    FormerMember
    FormerMember
    I am looking to see if anyone knows a way of printing two forms from one quote at once. I.e. I have multiple forms which I'll call Form A and Form B. When I print a quote I need to have a version as Form A and a version as Form B. When I print sage closes…
  • Ability to export a Quote into Excel

    FormerMember
    FormerMember
    Sage's Quote format does not work for us on large quoted projects. We need something that we can break out into sections with subtotals. We have created an Excel spreadsheet that works great for us - BUT - it is completely manual. We have to toggle back…
  • income statement by date range 2

    Financial Reporting Under Review Need to be able to print a date range on the Balance Sheet and Income Statement and or Trial balance and not just monthly. I have had clients that needed financials for a date range, for income tax purposes. They added…
  • Income Statement by date range

    Income Statement by date range
  • Print $0.00 on invoices

    Currently you cannot print a $0.00 for a line item that is "free". If you include a line item that you want to show as free or discount to a $0.00 value the invoice leaves the amount blank.