Setting up Project in Sage 50 Premium Canadian edition

Posted By Yuvina over 8 years ago

Would like to set up Projects in Sage 50. However, the only option I'm given is Division.

How can I change this to Projects? Also, I would like to track all expenses for each project but do not want to generate invoices etc from this. I really need it as a tool to track costs/profit/losses etc (currently do this on an Excel spread sheet) without actually impacting the way I generate invoices/purchase orders. I really just need this as a Project management tool without making changes to the way the Account is being done at present.

Would appreciate any help on this and whether it is doable or not.

Thanks

0 Erik79 over 8 years ago

I believe if you go to setup-settings-company-information, and change the Template at the bottom left to Other it should change that to project, its just a cosmetic change.
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0 Roger L over 8 years ago

under setup, settings, is this checked ?
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0 Richard S. Ridings over 8 years ago in reply to Roger L

Yuvina,

Erik's option will work but if you wish to keep the industry setting and only change the name from Division to Projects, you can select Setup, Settings, Project, Names and change the name there.
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0 Yuvina over 8 years ago in reply to Richard S. Ridings

Thanks all for your help - I went to setup - settings - company - information - division. When in Division, it allowed me to change the name without any issues. Didn't have to change the industry setting which was good. However, can I use this option just for my record/report without impacting invoices etc? Thanks :)
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0 Richard S. Ridings over 8 years ago in reply to Yuvina

I'm not sure I understand which setting you don't want to impact invoices? My gut tells me the answer is yes but I don't really know what you are asking. BTW for anyone who is reading this, the menu structure in the last message does not exist. See my last reply to find the correct one (except you should replace Project with the Name you are trying to change - I should have used Divisions in this example).
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0 RandyW over 8 years ago in reply to Yuvina

Yuvina said:
However, can I use this option just for my record/report without impacting invoices etc? Thanks :)

'Projects' in Sage 50 are for reporting only, and do not affect invoicing a customer in the way that (for example) Sage Time Slips or QuickBooks(R) 'Jobs' do.
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Setting up Project in Sage 50 Premium Canadian edition

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