Adding a Report to Sage 50 Favourites

There are a huge number of reports included within Sage 50 Accounts, but there is a way to make life easier when you want to quickly find the ones which you use on a regular basis, add them to the favourites menu. This enables users to run the reports from a single location, instead of having to jump back and forth through the different modules in the program.

To Add A Report

(these instructions only apply for version 16 onwards)

First go to the particular report which you want, select it and click “add favourite”

The report has now been added to your favourites menu and will appear blue in the report browser.

To Run A Report

First go to your desktop within your Sage 50 Accounts program and open the favourites menu, then select the report that you want to run, there may be specific settings which you need to configure for the report, such as date range etc, once this is done click on OK.

If you are already using Sage 50 Accounts and need help, there are four free resources available to you already.

1. The F1 Key – Context sensitive, it is available from within the software at any time by pressing the F1 key (this is a common help feature from windows based software). This will take you to the relevant help topic from the sage help files, this is a shortcut to accessing the right information, instead of opening help and searching for a subject.

2. PDF Guides – Some common topics are covered in .pdf format from the help menu, these include opening balances, transactional email and excel integrated reporting.

3. Tutorials – Again from within the help menu, there are tutorials which are automatically installed when you install your Sage 50 Accounts software. They range from how to create new customer records and reconciling a vat return.

4. Demonstration Data – If you go to File/Open/Open Demo Data, you can access the demonstration data which is installed with the software.  Many people like the hands on approach to learning, so this enables the user to try things out without risking your companies real data set.

Of course if you need technical support, you can always take out Sage Cover.

A very common question is why don’t certain transactions appear in the unreconciled transaction list.  If you know the transaction number , first sort the unreconciled transaction list into transaction number order.

If the transaction still isn’t listed, open Financials, select the transactions and check the following columns:

• Type – Is it definitely a bank transaction? It may not be an actual bank transaction you are looking for.
• Accounts / Nominal – Has the transaction been posted to the correct bank account?
• Date – Only transactions posted on or before the bank reconciliation end date are listed.
• Bank – To appear in the unreconciled transactions list this column must contain an N.

Transactions could also be grouped with other transactions, this is most common with bank payments or receipts.  Usually transactions can be grouped if they are entered at the same time and have the same date and reference.