Thursday 20 September 2012

Sage reporting and tips


Do you have the need to print the same reports each month from Sage? For example for your management information do you print the profit & loss, balance sheet, debtors, trial balance etc?
If so, then look to set up Batch Reporting, where you can select those reports you desire and from one set of selection criteria you will produce all these reports. To set up, go to tools / batch reporting.
Speed up you your inputting on Sage by using the tab and arrow keys, but also the F keys, such as:
  • F6 – Repeats the row above
  • Shift + F6 - Repeats the row above but adds 1
  • F7 – Inserts a row
  • F8 –Deletes a row
  • F9 – Nets down VAT
  • Shift and tab goes back one field
Does it frustrate you that Sage never opens on the screens you desire? Take a look at the Tools / Options and view tab, to specifiy which page opens for the different modules in Sage.
Do you get frustrated by posting a journal the wrong way, then the latest versions have the 'reversal' option.
Do you have customers that are also suppliers and they settle their account using Contra's? See the Tools / Contra's to save some time and confusion.
Other time saving uses of Sage include the use of 'Bank Recurring Entries' and 'Memorise'. You can memorise journals, payments, receipts and even invoice templates that are repetitive for you.

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