This document provides tips and tricks for using Sage 50 Accounting software. It discusses how to personalize the home window for efficiency, ways to streamline invoicing such as using service items and including more invoice details, and how to customize reporting by filtering, sorting, saving templates, and running multiple reports at once. The agenda also covers personalizing the default startup page, record listings, and shortcuts in the home window.

1. Sage 50 Accounting
Tips and Tricks
for the everyday user

2. #InspireTour
Introduction
Alistair Ellis
• March 1997 – Developer on Sage 50
• October 2007 – Product manager on Sage 50
• July 2012 – Product manager on Sage One

3. #InspireTour
Agenda
• Home window
• Invoicing
• Reporting

4. #InspireTour
Home window
• Personalize to you
– Default start up page
– Record listings
– Shortcuts
• Efficiency
– Fast access to reports
– Fast access to transactions

5. #InspireTour
Invoicing
• Invoices
– Copy an invoice
– Faster entry and fewer mistakes – service items
– Include more item details on invoices
• Statements
– Easy filter for all, outstanding, or overdue amounts
– Calculate interest on overdue amounts
• Receipts
– Easy to record multiple payments from a customer

6. #InspireTour
Reporting
• Personalize:
– Filter and sort
– Move, add, hide information
• Default vs last used
– Home window – Last used report settings
– Report menu – Default report settings
• Report templates
– Groups
– Share
• My Reports
– Easily run multiple reports at once

7. Thank you!