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Sage interface . Hope this is helpful.
(Please Note I am using Version 2011 so any versions below this some of my points may or may not apply) especially below 2007
Widen individual columns
This applies to all windows within sage
- Go to your column heading that is shaded in in grey and go to right side where the column ends and your cursor should turn to double cross this allows you to widen any column you prefer by dragging it wider.
- This applies in Sop where you can make your description column as wide as you like within your SOP order, purchase order ,sales invoice. Actually you can do this where you have shaded headings in most windows of sage .
Making Widows Bigger
- In any window on your top right hand corner of the individual window you have 3 options just like excel to make it smaller , minimize bigger or close it. This applies to everything.
or
- Your can put your cursor anywhere on the outskits of your window and your cursor will change to a line with arrows either end this allows you to drag it to the size you specifically would like. This feature is just like excel.
missing headings that people used to have and cannot find now.
Sage's idea is that you can fix it to suit individual needs. This is not a feature everyone likes or was aware of . I am sure a lot of people know this but from my experience a lot of users do not , so I hope this helps.
- No matter where you are looking for information on sage you probably think, I would also like to have that heading when I am searching for things for example when I am completing my bank Rec.
- what ever ledger you are in Customers , Purchases , Bank , SOP , POP , Products . Maintence if you go to any heading where the heading is shaded in grey , if you right click your mouse all the options of different headings that you may require come up and you can pick the headings that will suit you.
This is a very useful tool for instance , I found it quite useful in the Bank Rec were I could add the suppliers code and Customer Code , that is just an example .
View or print Activities and history in whatever order that would help.
Again I am sure some may know this, but it is for anyone who does not . As most are aware when you are doing your bank rec you are able to tell Sage to put the transactions in date order , ref order, description , amount and others.
- This now also applies to everything, when your searching in every ledger, eg Sales invoices , any viewing activities customer, bank activity to name but a few
- Just Double click on the Heading you want it in order, and it will do it . You can then you use your print list option and also using custom range and other options to really narrow the information that you require.
- This can help for example in the purchase ledger , you could put it in Date Order , Invoice Ref order . Amount order , tick O/S items only ,which ever is more helpful at that time.
Just a few examples:
Sometimes if we are searching maintenance for corrections , by adding the heading we want , if someone had entered the right amount, wrong Vat code , wrong date , and we cannot find it anywhere you could put it in amount order to see everything entered with that amount , or Vat code order for example. description order.
Unfortunately when you are making supplier payments you can not do this.
It was pointed out to me can from Version 2010 onwards , which is brillant that in it self is worth upgrading for .
Hope this helps
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