Find the records you need quickly in Sage 50 Accounts

1 minute read time.

As your business grows, you're likely to be adding more and more records to Sage 50 Accounts, which may make it tricky to find the right one you need quickly. Using the Quick Search option, filtering and sorts, you can easily narrow down the number of records that appear in front of you to find the information you need.

Do you need to find a single record quickly? 

You can use the Quick Search option to find a record. Simply open the required module, for example, Customers, then enter the text you want to search with, for example, the company name, in the box at the top of the list and click the spyglass or press Enter. It's as simple as that!

To switch between your search and all records, click the filter funnel  .

To discard your search, click the clear filter option  .

Take a look at our search tips >

Filter your lists

You can filter your lists in Sage 50 Accounts to help you narrow down the records that appear. For example, you may want to show records with a balance or for a certain postcode. 

To create a filter, open the module you want then click Filter or Seach and enter the following information:

  • Join - Click Where.
  • Field - Click the field you want to filter on, for example, Balance.
  • Condition - Click the condition you want to use, for example, Is Equal to or Is Between.
  • Value - Enter the value you want to filter on, for example, you may want to search on a balance between 0.00 and 1000.

To add further lines, press the Tab key and use the join instructions And or Or.

When you're happy with the filter, click Apply then Close. 

Find out more about filters > 

Sort your lists

You can quickly sort your customer, supplier or product records by clicking the column headings. For example, to quickly find the customers who owe you the most money, click the Balance column to sort them into ascending balance, then click it again to sort them into descending balance. To return to the default sort of account reference, click the A/C. column heading.