|












Handy Guides



















Feedback: Use
the forum
to ask support questions. |
| |
Guides
|
|
|
Failed backups cause so much grief, so many systems don't work,
PLEASE READ THIS because a backup will be your best friend one day and
with it you will be VERY upset.
|
|
|
|
A quick guide to setting up the Bank Reconciliation for the first time
|
|
|
|
Fuels Scales Charges, The Return & VAT Journal
|
|
|
|
A quick guide to the nominal ledger
|
|
|
|
This primer aims to take you through some of the common procedures required
to turn bookkeeping records into valuable management accounts.
|
|
|
|
The Fixed Assets register is a great tool, if you don't add depreciation to
your accounts then this is probably the most important step to getting more
realistic accounting information. If you do it by hand then this will save
you time and stop silly error like depreciating assets beyond zero value.
|
|
|
|
A quick guide to successfully producing up to three (gentle, firm, final)
credit control letters.
|
|
|
|
|
|
|
|
- Guide to using the keyboard instead of the mouse
The mouse is an excellent tool, however, if you have a hundred invoices to
post and an hour an a half to do it in using the keyboard is a lot faster.
|
|
|
|
Would you like to be able to used the database in sage to mail your
customers, you can! You can also incorporate and select using information from
the customer accounts such as turnover.
|
|
|
- |
Sage Line 50 provides a simple import facility and there are third
party additions to do advanced importing
|
|
|
|
- Tricks Linking Excel to Sage
This example (includes the sheets) shows how pivot tables in excel can
slice and dice information. You can see who bought how much, product
lines that some customers do not buy, Which lines sell best, seasonal trends
and lots more. This working example should get you on the road to
getting the information you.
This is the most simple form of link and a great place to start if you
want to understand the process of linking.
|
|
Technical Guides
|
|
|
|
You need to know this to install ODBC and some 3rd party add-ons
|
|
|
|
ODBC has to be set up initially, once done you can forget it, this guide
shows you how to do it in simple easy steps.
|
|
|
|
Are you frustrated at the four second delay while you look at the pretty
picture waiting to log on, now you can cut the delay.
|
|
|
|
Problems and quick fixes
|
|
|
|
How to get sage to go faster
|
|
|
|
|
|
Tips for Older Installations |
|
|
|
(You shouldn't be using dot matrix printers nowadays,
they are slow, noisy horrid things)
Dot matrix printers can be very slow, here is a quick guide on how you can
get the most from what you have.
|
|
|
|
(The tree structure of reports makes this less useful
now)
Finding the report you need can be hard as there are so many reports,
here is our simple guide to organising reports.
|
|
|
|
(Not so useful now sage will do graphics on reports)
Using the supplied excel template you can print a grid onto your existing
letterhead to have pre-printed stationery for invoices, delivery notes, order
confirmations ...
|
|