• Departments vs Projects

    Hi All. We are just in the beginning stages of setting up our retail business in Sage 50CA and trying to decide if we should use Departments or Projects for our 7 separate retail stores. Our balance sheet would, ideally, be for all locations totaled together…
  • Sales quote with no inventory?

    The prices of the product we sell (windows and doors) vary by size and options. It's rare 2 items will have the same price. Does anyone know if it is possible to do Sales Quotes without having to select from a pre determined inventory/service list? I…
  • Pre-Populated Item Descriptions for Sales Quotes

    Hello, I want to create specific line item description that are used on a standard quote for customers. Is there a way to create these item description line items, so I do not need to type them out over and over? I don't want to create it as a inventory…
  • Contractor rates on Time Slip by Project Summary

    Please make it possible to enter the rate for a contractor in the Vendor information so that it can be used to produce the cost for a contractor on a project using the Time Slip by Project Summary report. Right now we have to set up a contractor as a…
  • Inv Description - need additional info to view and report

    We have an inventory item that requires more information than just the item number and description. Would like this info to be seen on the PO or anywhere the inv part number is used. We recorded the additional information in Field 1 - 5. I added these…
  • Lot allocation reports and GST paid

    Hello, We are home builders and am using the lot allocation part of Sage50. I need to run a report that shows a breakdown per lot of purchases, which I can do, but it shows amounts before GST. It doesn't include an option to include a breakdown of…
  • Sales Order Packing Slip

    I was wondering if there was a report or packing list that would allow me to show quantity on-hand along side quantity ordered and quantity shipped. We are a project based company and the inventory is picked at time of ordering, but not necessarily…
  • Inventory lot tracking

    Hi, Is there Inventory lot tracking feature in Sage 50 premium version or other Sage product? Our company need this feature to do inventory recall. I found the following article for quickbooks 's add-on feature, not for sage 50. https://www.sleeter…
  • inventory price list

    Hi, We are wholesales company. We are using Sage 50 Premium. I am setting up inventory items. I’d like to set up piece and case price for some items (for example $10/piece, $120/case for 12 pieces), so we have option to create invoice per customer need…
  • Budgeted PO's

    We use Sage50 2016 and we are fairly new to it. Our customers issue us a PO stating how much they approve that we spend on the Project, we then bill against this PO and when we get close we have to go back to the customer for a new PO to add to the old…
  • Help with old version of Sage and timeslips in the payroll module

    I am looking for help on how to use the time slips in the payroll module of Sage 2012... Will the system allow me to enter an employees hours into the time slips and then allow that information to carry over to a job site that I have already set up…
  • Sales by Sales Person custom report - By invoice and all details

    I need to create a custom report which is Similar to “Sales by Sales Person” so I can pay my sales reps quarterly. Now the current list doesn’t meet my requirements. When I select “Sales by Sales Person” I want it to pull up Sales by the Selected Rep…
  • Budgeting by department

    The company I currently took over the budgeting for currently has a budget by department set up. When I go to the budget tab for a specific account all the departments attached to this account are listed (as well as a line item above all departments that…
  • Sage CA premium -How Transfers of Inventory Items to be reported.

    Hi Everyone, Small business's accounting data are entered by part-time accountants and therefore it is necessary to cross-check the movement of inventories between departments/locations. But It is a pity that Sage CA premium do not support this very…
  • linking taxes to specific services

    Is there a way to specify what taxes apply to what service? I have one client for which we have set up 6 different services. 5 of them only have GST applicable to the and 1 has GST & PST. We used to have only the 5 with GST only but had to add the 6th…
  • Modifying Projects Report

    Is it possible to modify the Projects reports so that the Total of each project is in a separate column to the right of the detail ? I want to be able to get a total of all the totals.