Many users are not aware of this but Sage 50 has many friendly features that can make accounting fun. I have had users asking if they can make certain tasks automatically like posting invoices and or cheques by batches. My answer is always like this: Sage 50 can process some transactions automatically; here is what it can do…

You can use the Daily Business Manager (DBM). It will centralize transactions in a To Do List in a single location. You can act on transactions like recurring, payments and sales due, purchase and sales orders. From there you will be able open the original transaction window and make adjustments if needed.

One feature that can come very handy for repetitive transactions is printing and posting from the DBM. So you can batch print then post cheques and recurring invoices to be processed

Additionally you can enter notes to be displayed on a certain date as well as Memos saved on employees, vendors and customer’s records.

To access and play around with the DBM, from the Sage 50 main window click on Business Assistant menu then select Daily Business Manager. Also Sage 50 can set it to automatically open when you click from the main window on Setup, User preferences, View, on Daily Business Manager section either checkmark At Startup or After Changing Session Date or both.

Thanks

Patrick