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.
If you are not sure about whether you have to upgrade your Sage software for the new VAT MTD regulations from April 2019 and want to discuss it please contact us today. We can offer some alternatives to the costly upgrade.
Did you know you can change the default signature that Outlook uses when emailing invoices directly from Sage? Click on Settings, E-mail defaults and on the invoice tab and select the signature required in the "Override default Outlook signature" box. When you click OK it will then ask you which layout you wish to change. Select the layout you use to send invoices and click Save. Next time you email an invoice from Sage it will use this signature.
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 firstname.lastname@example.org
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!
If you are on an old version of Sage 50 (prior to Sage 50 2015), Sage are offering a good offer this August for upgrades. The cost is between £100 - £400 + VAT depending on what suite and number of users/companies you have. If you upgrade with us we can give you a free online training session one-to-one with an Accredited Sage trainer to go through the new features that have appeared since your current version. Call us on 020 8352 1504 or email email@example.com.
I have done a lot of work recently for a customer which involved replacing specific fields within a Crystal Reports. In doing so, I have made use of the really useful 'swap' feature. If you hold down the shift key and drag a field from the Field Explorer over the top of another field, it totally replaces it but retains all the formatting of the original field. Very useful time saving feature.
I have produced a lot of Sage invoice layouts for customers over the years and I can go to any customer site and look at a list of the supplier invoices they have received and immediately spot one that has been produced on Sage. That's because it has been produced using the Sage plain paper version which has rounded corners and is instantly recognisable! If you want to change that layout and make the boxes have square corners, you need to do the following:
One of the buttons in the top middle of the payroll screen is “Criteria”. Using this button you can select to exclude people who have left in the current year from the list. Do this by ticking the Exclude employees who are “current year leavers” at the bottom of the screen. When you click on the Year End routine it asks if you want to include them in this and you should say yes. However once the year end is complete you can click back on Criteria to switch this option off again.