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Save Time with Sage 50 Business Templates You Can Use Later

by thomaslane
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On the off chance that you frequently end up filtering through piles of papers or grappling with Excel when you want a report on month to month deals and stock or client solicitations, you’re likely not the only one. Regardless of the size of your business, dealing with the books is a means to an end, and one of the most indispensable exercises that add to your current and future achievement. Strong projects for bookkeeping and client relationship the executives can build your capacity to contend, however provided that they are utilized in a calculated manner and actually.

Have a recurrent request with a merchant?

Instead of investing significant energy entering and reemerging information for each new exchange, why not utilize Sage 50 Quantum’s retained exchanges and make layouts that can be saved and utilized later? Sage 50 can remember and save statements, deals solicitations, buy requests, installments, and general diary passages for finance and month-end accumulations.

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Retain Repeat General Journal Transactions

Utilizing retained exchanges can save time in dull information passage undertakings… how it’s done:

  • Access a Memorized Transaction or make another one from the Maintain menu.
  • Under Memorized Transactions, select General Journal Entries and make your entrance as you normally would in the Memorized Journal Entry shown and give it a Transaction ID (for example PRTRANS-01)
  • The secret little bolt in Sage 50 (just to one side of the List button) should be chosen when you pass through your ordinary General Journal Entry process.
  • In the wake of choosing the little down bolt button, click on the Select button to get to the rundown of retained diary passages.
  • From the rundown of remembered exchanges, select the retained exchange you need to utilize and choose the OK button to make your diary section.
  • After your remembered exchange has been maneuvered into your ongoing diary section you can change your reference number, sums and even add lines to the passage on a case by case basis before you save it.
  • Begin utilizing retained exchanges from Sage 50 Quantum so you can save your time and spotlight your energies on those that make the biggest difference – your clients.

Add a Memorized Journal exchange

Go to General Ledger > Setup tab > Journals. A rundown of Journals shows up. In the rundown, other than every Journal we can see a hyperlink to see the Memorized exchanges for the diary.

  • Click Add to add another remembered exchange. Underneath screen will show up.
  • Add Memorized Transaction

 

  • On the header of the exchange, we fill in the depiction and other essential data of the exchange. Likewise we can enter a Reference number to add an identifier to the exchange.
  • To add a computerized adaptation of any supporting report like a picture, bookkeeping sheet and so on, select from the Attachment dropdown. We can join a record to different diary passages too.
  • In the Entries area, we can physically add values to each detail, or snap “Show defaults” to consequently choose default values which can likewise be superseded.

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  • Enter the Accounts, Debit and Credit sums, and label the aspects (area, division, worker, client, merchant, and so forth) you really want.
  • In the event that JE adjusting for the division or area aspect is designed in the General Ledger Setup page, then, at that point, we really want to pick a similar office/area in the passages or leave it clear.
  • For a between element exchange, similar to we select the source substance, we additionally need to choose the getting element.

Alter/View a Memorized Journal exchange

Go to General Ledger > Setup tab > Journals. From the rundown of Journals, click the hyperlink other than the diary you need to see the Memorized exchanges for that diary.

  • Then click Edit or View close to the exchange you really want.
  • Alter Memorized TransactionEdit Memorized Transaction

Adjust Memorized exchange page format

In the event that you are an overseer, no one but you can change the format of the detail board. Drag and move ordinarily utilized fields to more helpful/effectively available situations on the page to speed up information section. Changing the page format influences look and feel for each and every individual who will utilize that page. To adjust the design, Click More activities on the upper right corner of the alter/add/view screen > select Edit sections format.

Alter Entries Layout

To Drag and move the field you need, simply float over it until you see a four-headed bolt.

For applying adjusted format to all the Edit, Add and View pages, select the “Apply the design changes to all frame sees (Create, Edit, View)” checkbox. Then, at that point, subsequent to doing the changes, click Save format. To return to the default design, click Reset to default.

Change Layout

Remembered Transactions are extremely valuable for lease installments, finance handling or any such cycles which happens on standard premise and furthermore efficient.

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