SAGE & CRYSTAL REPORTS NEWS & HELP

We recently completed a large project of reports for a company using Sage 200.  A lot of the reports required were based on Sales Orders, Purchase Orders and stock.  Some of the reports were done using Power Pivot and Pivot tables in Excel and some were just designed using the Sage 200 report designer.  If you need any reports written for Sage 200 please contact us on 07301 711412 or at [email protected]

If you are looking for someone to speed up the processing of postings within Sage 50 each month, we can assist in looking at your system and using the new features that have been added to the program over the years we can definitely assist in speeding things up and tidying things up so that you don't spend so much time on this each month.

If you have claimed to furlough your staff and are not sure where to post this into Sage, you can follow the instructions in the document link below.  Basically you need to setup two Nominal codes, Sage suggest 1150 which is Job Retention scheme accrued income and 4950 (or any number in the 49 section) which is Job Retention scheme grant received.  You then need to post a journal to record the claim you have made and then when the payment is received post a bank payment to your normal bank account but to Nominal code 1150 which should mean that this account should then be netted off.

https://ask.sage.co.uk/scripts/ask.cfg/php.exe/enduser/std_adp.php?p_faqid=46426

Whenever I visit a customer to do training I ask them if they know what the "Swap" button is that appears on all the menus.  Most people have no idea!  Basically it is designed so that if you select a single record (e.g. you select a customer in the list) or a couple of records, when you hit the swap button it reverses the highlights so that all the customers are highlighted except the ones you originally highlighted.  Therefore the highlights are swapped!!

We have recently been doing a lot of training on the Sage 200 report designer tool and have produced some really useful reports for monitoring sales by period, quarter, year etc.  If you are interested in training please contact us today on 020 8352 1504.

We have recently finished a project writing Crystal Reports for North Herts District Council's planning department linking to their new IDOX Uniform system.   We originally did training on Crystal Reports linking to their Acolaid system and these reports needed to be transferred to the new system.

We are therefore quite familiar with the database structures for both of these products.  If you need training on Crystal Reports linking to either of these products or would like us to write the reports for you, please get in touch at [email protected]

​It's that time of year again.  I have been asked recently by some of my customers how to send email christmas cards from Sage, so here is a quick guide:

1. Click on Customers or Suppliers
2. Select the records you want to send them to, or click Swap to select all
3. Click on File, Microsoft Integration, Contents to Microsoft Word, New Document
4. This will open up Microsoft Word
5. You then need to type the email message you want to send.  If you want the persons name to be included at the top you can click on Insert Merge Field and select the field <<Contact Name>> and this will enter the name of the person in the Contact name field in Sage.
6. Click on Finish and Merge, send Email messages
     - In the To box, select EMAIL
     - In the subject box, type the subject you want the email to have
     - In the mail format, select Plain text
     - Select All.  Note: it is a good idea to do a test first, so if you just select Current Record it will send it to
        the first record in the list.
     - Click OK.  This will send them automatically from Microsoft outlook.

Good luck and Merry Xmas!