• Quick Learn - Filtering customers by analysis fields - Recording available

    Learn how to set up and use analysis fields to help filter your Customers list. This session has now taken place but you can watch a recording >
  • Quick Learn - Filtering customers - Recording available

    Learn how to quickly and easily filter your Customers list. This session has now taken place but you can catch up with a recording >
  • Just make all field available in Filters and Grids

    It is crazy that I cannot filter customers by Analysis 1 nor can I see Analysis 1 in the grid. Just make all the fields visible! So the dropdown will fall of the screen, I am sure we can scroll. Also let us choose the order of the grid, if that is …
  • Revert the Dustbin Icon in the Filter/Search bar to some other indicator.

    The latest version (V29) of Sage 50Cloud Accounts has updated the records filter/search taskbar to include Refresh which is great. However, at the same time have changed the discard search icon into a Dustbin/TrashCan. This of course is the general indicator…
  • Batch Supplier Payment - Allow filter and search of suppliers

    Morning all, On the Batch Supplier Payment screen. We have a number of Sage 50 sites that would like the option to be able filter suppliers to be paid Currently you can only filter on invoices due for payment by due date or date range and there are…
  • Webinar - Filters and search - Recording now available

    In this webinar we looked at how to use the filter and search options to help you analyse your data. This webinar has now taken place but a recording is available. Open the webinar recordings article Sage 50 Accounts - Filter and Search - 202211 …
  • Being able to search/filter on Sales Order No. within invoice module

    Currently I can search and filter on every main field EXCEPT Sales Order No? This must be an error, its like that field just hasn't been chosen with all the others for filtering? Could this please be corrected asap please. Thank you
  • A search field in the bank activity screen to be able to search/filter by either 'Account' or 'Ref' or preferably - both!

    So often I wish I could filter the bank activity screen but end up dumping years worth of data into excel just so that I can use the search & filter options. Why can't we have these in Sage? We have them in nearly every other screen except Bank Activity…
  • More easily editable Filters for Invoice/POP/SOP/etc lists

    I would like to see an IN function, like SQL, so I can choose to see a specific set of Invoices. And/Or a way to edit the .inc fie it creates when saving a filter. Being a code file, it should be editable within MS Notepad
  • Country of Origin - improvements of oversights

    Whilst many are grateful for the inclusion of a "Country of Origin" option on Product records, there appears to be some oversights in it's implementation. Cannot set a default Country of Origin (e.g. to XX - Unknown; this would be much better if the…
  • Filter applied after removing quick search

    Attempting to load a saved filter and implement but Sage is insisting on including a previously used filter as well as the saved filter and the clear button is not working after upgrade to V26.2. Any ideas on how to rectify this?
  • Report Design - Filter

    Hi there, I am trying to set up a filter on a Sales Order - Goods Despatched report. The aim is: I only want to see the products that start with "EV" or the ones that end with "EV". Sage report design has a filter "starts with" and "ends with" but…
  • Add more search criteria to product search

    The product search filter does not allow all fields to be used as criteria. For example, the 3 custom fields for products cannot be used in the product search criteria screen. Please can you add these in? Also, can you allow more conditions to the search…