Bookkeeping Tips: Customising Your View In Sage50c

Are there columns in Sage50c which you always skip over when you are entering data in your transactions? Fields like extra reference, department code and project are not used by many companies and yet they appear on many of the data entry screens ...

When I was taking my annual Sage Accreditation course many years ago, the trainer did something I had never noticed before ... he right clicked on the column titles in the Batch Supplier Invoices data entry screen, and a little list came up with ticks showing which columns should appear.

"You can then tick or untick so only columns you actually use appear in the data entry screen!"

This was something that had been available in Sage50c for a while, but had never been listed as a feature; it appeared with no fanfare, yet it is something I demonstrate when I am training both experienced and novice users and a feature that is very popular. It makes entering the data much less confusing for novice users with fewer columns to fill in and much speedier too.

Also, if you follow the same trick in other parts of the program, you can customise the columns you see in the Customer List, Invoice List, Order List and on many other screens too.

If one of the default columns shown such as credit limit is not relevant to your use of Sage then you can remove it from the display and add far more useful columns. The Average Time to Pay column available in Sage50c can be quite an eye opener!

Just look at my screen shots to see some of the column options you have in the customer list screen, with more being added in each new release.

"So, why not customise Sage50c to make you data entry easier?"

And finally, once you have the information in the screen just the way you want it, you can use the 'Print List', button or click 'Send To Excel' (in older versions go to the main menus you can choose File->Microsoft Integration ->Contents to Microsoft Excel) and dump the screen view in Excel.

If anything I've written here resonates with you, call me on 01604 420057 and let's see how we can help you.