By Kevin McDonald, Graduate Product Manager at Sage
With the arrival of Sage 50 Accounts 2013 I was given customer feedback about what else would be nice features to have in Sage 50. It turns out that the majority of what I was asked was already there, it was just a new feature that customers were not aware they already had. In this blog I will be highlighting some Sage 50 v2013 features you may not be aware of. Sage 50 is such a feature rich product and there may be some features in there that will make your day to day work easier that you didn’t know about.
1. “I’m the company director. Pity I can set up a read only user access to get a high level overview of my company accounts in Sage 50”.
The Sage 50 Pulse App for Windows 8 was the solution here. This is a new Windows 8 app which plugs into Sage 50 and gives an overview of things like company profitability, profit and loss, contact details, outstanding balances and bank account details. For more details or to download the app visit the Sage 50 Pulse app page.
2. “My year end accounts have not been finalized but I need to start working on next year. Can I work on next year without closing my current year?”
This question always gets asked. The answer is yes you can. If you have a multiuser setup I would recommend using the ‘Lock Date’ feature where needed so you can use this option to prevent postings before a specific date and give you more control.
3. “I like being able to send reports to excel. It’s a pity there isn’t a quicker way to do this.”
There is a quicker way to do this. In v2013 we added a “To Excel” button on over 100 forms throughout the program. If you see this button and click it then it will instantly export what you are looking at to excel. For example if you click this in the customer module it will send out the customer list of names and address etc.
It’s also important to highlight our Excel Integrated Reporting feature. When you install Sage 50 Accounts it will also install an Excel Plug in which will add a Sage toolbar to Excel. This will allow you to run Sage reports straight from Excel if needed. And yes this is free and comes with the software.
4. “I email all my invoices and statements. It’s a pain having to do them all one at a time because I don’t use Microsoft Outlook”.
It is possible to send batches of statements or invoices when needed. Just highlight them all and click the email button and they will all be sent out to your customer base. Be it 5 invoices or 50 V2013 now links with webmail so if you use something like Gmail or Yahoo you can enter your log in details into Sage 50 Accounts and automatically email your customers.
5. “How much is the mobile app for Sage 50?”
It’s free. And you can setup as many users as you want. More information on Sage 50 Mobile for iPhone, iPad, Android and Blackberry devices is available here.
That covers part one of this blog series on Sage 50. If you want to find even more feature read Part 2. Be sure to leave a comment if you have any questions. If you are an existing Sage 50 customer and would like to see a demo of the new version you can check out our product test drive here.