Envisage Cloud Blog

Sage 50 tips

Posted by Liz Power on Aug 19, 2014 10:14:11 AM

some useful Sage 50 tips to help you get more from your Sage 50 software

Tip # 1 - taking stock

stock-control

If you are using Sage 50 Version 2014 Accounts Plus or Accounts Professional, you may not know that you can remove old products from Sage 50, even if they have a transaction posted against them! You can now easily import your stock take levels from Excel or CSV file meaning that your stock take will always be accurate. Once imported, you can quickly calculate the value of your stock, saving you lots of valuable time!

Tip # 2 - export with ease

Sage-50-export-to-excel

 

Not a lot of people know about this, but this is really handy! With Sage 50, there is a Microsoft Excel plug-in. This means you can go straight to Excel and pull in a range of pre-defined reports such as Financial Reports, Sales and Purchase Transactions etc. You simply click on the report from the drop-down list of and the report populates your Excel sheet. Save the report and next time, just click on Refresh to pull through the most up-to-date data from your Sage 50. This could save you lots of time.

 

Tip # 3 - Excel integration

sage-50-excel-import

Getting your data out of Sage 50 into Excel couldn’t be simpler. Most enquiry screens now have the little “To Excel” button at the bottom. In a couple of seconds, you will have the contents of your enquiry screen exported into a nice little report.

Would you like to find out more about Sage 50 Version 2015 due for release later this summer?
Why not pre-register here for our webinar?

pre-register here

 

Topics: Tips & Hints