August 2019 News & Tips
| NEWS |
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SAGE 50 |
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EXCEL |
| Microsoft is ending support for Windows 7 soon. Do you need to upgrade your older version of Sage 50/Peachtree to be ready for Windows 10? Perpetual (non-subscription) licenses are still available! |
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Choose which contact you want to send to when emailing invoices and other customer forms. |
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See how easy it is to sort a list in Excel |
News
Time to Consider Upgrading: In a few months Microsoft will end all support, including security updates, for Windows 7. Moving to Windows 10 can cause problems for older versions of Sage 50/Peachtree. If you need to upgrade to a new version of Sage 50 to be fully Windows 10 compatible, September is the month to do it because Sage will be rolling out price increases in October.
CONTACT ME FOR DISCOUNTED PRICING. I can still sell traditional
perpetual licenses. If you call Sage directly they will only sell subscriptions.
Steve Collins
IQ Accounting Solutions LLC
918-851-9713
scollins@iqaccountingsolutions.com
www.iqaccountingsolutions.com
Sage 50/Peachtree Tip - Choosing An Alternate Email Address for Customer Forms
This month I thought I would highlight what, for many people, is the most welcome new feature in Sage 50 2020. For years people have asked why they can only email forms such as quotes or invoice to a customer's primary e-mail address. Sage lets you set up an unlimited number of contacts for each customer, each with its own email address. But when it came time to send an email, all of those contacts were ignored - until now.
Starting in version 2020, when you email a quote, sales order, proposal, invoice, receipt (from the Receive Money window), or credit memo, there will be a drop down list allowing you to choose a different contact/email address for that customer. Regardless of which ship-to address has been used on this transaction, the bill-to contact will always be selected by default. But every contact with an email address will be listed in the drop-down for you to choose from.
When batch emailing forms, they will still go to the default billing contact.
For anyone who didn't know you could have multiple contacts for a customer, when viewing a customer record in
Maintain Customers, you can go to the
Contacts tab, click the
New Contact button at the bottom of the window, and add as many new contacts as you need.
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Excel Tip - Sorting
Usually we think about Excel saving us time by performing lengthy or repetitive calculations for us. But sorting is another great time saving feature. It can do simple sorting with just two clicks or more complex multilevel sorting with an easy to use tool. You can sort your whole worksheet or just selected cells.
In the simplest settings, you only need to click on a cell in the column by which you want to sort your data, then click the Sort & Filter button on the Home ribbon and choose which direction you want to sort. If you are in a column of text your options will be Sort A to Z and Sort Z to A. In a numeric column they will read Sort Smallest To Largest and Sort Largest To Smallest. For dates it becomes Sort Oldest To Newest and Sort Newest To Oldest.
When you choose your sort option, Excel will do its best to figure out what area you want sorted. If there are no empty columns or rows in your data, it usually gets it right and sorts all of your data. However, certain situations can confuse Excel and cause it to sort only part of your data leaving you with mismatched data in each row. So I prefer to always select the sort area myself before clicking the Sort button. You can highlight the exact cells in your table of data, but it is usually faster to use the column or row headings to select all of your columns (or all of your rows).
It doesn’t matter if you select by rows or by columns, as long as all of your data is included in what you select. Just use whichever is easier. If you have more columns or more rows than will fit on screen, remember that it is easier to start selecting from the end and go back to the beginning because you don’t have to worry about scrolling too far. Or use these keyboard shortcuts for the fastest and easiest method. Use CTRL+END to jump to the last cell of your worksheet. Then click on the heading for the last row or last column (either will work) and then use CTRL+SHIFT+HOME to select everything from there to the first row/column.
You may have already realized that once you have highlighted all of your data, you can’t put your cursor in the column you want to sort by without losing your selection. Custom sorting solves that problem. Click the Sort & Filter button, and choose Custom Sort. Or choose the Sort button from the Data tab of the ribbon. Another window will open. If you have a row of column headings at the top of your data, make sure the My Data Has Headers box is checked.Open the Sort By drop down list and choose the column you want as your primary sort. Leave Sort On set to Values and choose your sort order in the last column. In the custom sort you aren’t limited to sorting by one column. You can click the Add Level button at the top of the window to choose how you want to sort within your primary sort. Keep adding as many levels as you need. For example you might want a sales report sorted first by customer, and by invoice number within each customer, and finally by item ID within each invoice. Click OK to apply your sort criteria.
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If you know other Sage 50/Peachtree users, do them (and me) a favor and pass this along to them. If you are someone that this has been passed on to, and would like to be added to my email list, you can subscribe for free at
www.iqaccountingsolutions.com/signup.html or send me an email at
newsletter@iqaccountingsolutions.com. If you need to change your email address or would like to unsubscribe, you can use the links at the end of this email.
Steve Collins
IQ Accounting Solutions LLC
918-851-9713
10611 E 17th Place
Tulsa, OK 74128
