Hi Burley_1 ,

Thanks for reaching out. Here's relevant information on customizing reports that may help you achieve your goal.

To customize your Accounts Receivable reports and possibly include sorting by the "quote" field, you can follow these steps, adapted from the general guidance on saving modified reports:

1. Open the Report: Start by opening the report you wish to customize in Sage 50. For Accounts Receivable reports, you'll typically find these under the Reports section, possibly within the Accounts Receivable or Sales category.

2. Modify the Report: Once the report is open, look for an option to modify the report. This might be a button or link labeled something like "Modify Report" or "Customize."

3. Customize Your Report: In the Modify Report window, you can make various selections for report options, including possibly adding or modifying sorting criteria. While the exact options available will depend on the report and version of Sage 50 you are using, look for any option that allows you to sort by transaction fields or custom fields. If the "quote" field is available as a column or sorting criterion, you can select it here.

4. Save Your Customized Report: Once you've made the necessary modifications, including setting up sorting by the "quote" field if available, select "Save Template" in the upper right corner of the Modify Report window. Then, in the "Save Report Template" window, type a name for your customized report and click "Save."

This process will allow you to reuse the customized report with your preferred sorting without having to redo the modifications each time.

Caution: Please note that Sage Customer Support does not assist with issues related to report customizations. If you need further assistance with this customization, consider reaching out to your Sage business partner, network administrator, or accountant for additional support.

Hope this helps guide you in customizing your reports to sort invoices by the "quote" field. If you encounter any difficulties or have further questions, reaching out to a professional with expertise in Sage 50 and custom report creation may provide you with the specific guidance needed for your situation.

Warm regards,
Erzsi

Thank you, however this was not an option for us.  There is no "quote" field available to choose