• Making a custom form the default form?

    Hello, New to Sage... Probably the answer is very simple but I simply can't figure it out: How do I make a custom form (such as estimate or invoice) the default form? I am unable to save the customized form in the default folder (it says I do not have…
  • Can Sage 50 CA 2019 work with SAP Crystal Reports?

    Hi, I know that the Sage 50 US edition 2019 works currently with SAP Crystal reports, but I just want to confirm if SAP Crystal Reports can also work with Sage 50 CA 2019? I saw in SAP Crystal reports knowledgebase that they can work with data source…
  • Can't "save as" .sfm file - changes do not appear

    Hi there... I'm hoping someone can help. We're currently using the 2017 Sage software and we've run into a problem. In our CDN company, we made changes to the form design on our receipt and saved it. Since we were going to make the same changes to…
  • Limited Forms Options

    Frustrated because Sage 50 can't add new data field into invoice. When customizing a form it gives you options to add Fields, but no way to populate those columns once you are in the invoice window. Crazy that Quick Books allows this but Sage can't seem…
  • Customizing an estimate

    I'm attempting to create a customized cost estimate form in Sage50 Premium Accounting. It is going fine except I don't want to show GST in my cost estimates. Is there anyway to remove this from my estimate? It doesnt show up as a field in the customize…
  • Customer Receipt Type Default Settings

    With the installation of 2017, customer records now auto default a payment type and I find this to be a problem. This is a problem because the user cannot set this default to what is most common to their business. It is a shame that there is no global…
  • Sage 50 Canada - Invoices now have two Logo's in place with last upgrade 2016.3

    I noticed my invoices printed with two logo's (same design) in the upper left corner (one slightly overlapping the other). Thought it was just an error when I set up although I haven't changed my invoices or logos for a couple of years. Was talking to…
  • Projects - Intelligence Reporting

    I want to be able to print a report of all the projects that have outstanding balance - basically an A/R report for projects. Is this something that can be done with the Intelligence Reporting software?
  • Form Templates

    I am modifying a Purchase order template and have added a data and text box to add "Ordered by:" If I print the order, it adds this to the form, but on the window itself, it does not show up on the screen for me to enter anything. Can anyone tell me what…
  • Any body out there know what is required to import from Concur, our expense provider?

    Anybody know of an easy way to import expense items from a Concur file export? Alternatively would anyone know how I can export GL strings for each company managed in Sage? Thanks SonnyS
  • Can Service Item "Long Descriptions" be displayed in Sales Quotes for 2015?

    I believe it has been confirmed that Sage Pro 2015 allows for Inventory items to have their 'long descriptions' displayed in columns on some forms but is this the same for Service items as well? And on what forms specifically - Sales Orders and Sales…