January 2019 News & Tips
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SAGE 50 |
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EXCEL |
Happy New Year! Sure it's a little late but this is my first newsletter of the year.
Don't forget W-2s and 1099s must be out by January 31st. |
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Do you routinely print a certain set of reports? If you do, you'll appreciate report groups. |
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Use the split button to divide an Excel worksheet Into 2 or more independent viewing panes. |
News
Happy New Year : I hope your 2019 is off to a good start. Mine has certainly gotten off to a busy start so I'm grateful to have gotten this out before the end of the month. Speaking of the end of the month, make sure you get your W-2s and 1099s postmarked
and filed by January 31st.
Steve Collins
IQ Accounting Solutions LLC
918-851-9713
scollins@iqaccountingsolutions.com
www.iqaccountingsolutions.com
Sage 50/Peachtree Tip - Setting Up Report Groups
If you have several reports that you usually print at the same time, you can save some time by using a report group. A common example would be month end reports. You could make a group that prints a balance sheet, income statement, aged receivables, aged payables, and inventory valuation report, and whatever else you want, all at once. Here is all you need to do:
- Open the Reports & Forms menu and click on Groups.
- Click the Group button at the top of the Window.
- In the list on the left, click on the report you want to add to the group and then click the Add button. Keep in mind that the reports will print in the order that they were added to the group. You can make it easier to find a report by using the drop down list at the top to filter the list.
- When you have added all of the reports you want, click the Save button. Enter a name for this group and a description if you want.
To print your reports, go back to Reports & Forms and click on Groups. Select your group from the list and click the Print button.
Sage 50 assumes that the reports in a group are already set the way you want them. So it will automatically send the reports to your default printer. It will also use the time period that is set in each report's options; you will not be prompted to set a date for the reports so make sure that they are all set for relative time frames like "This Period" and not an exact date.
Excel Tip - Use the Split Button to Divide a Worksheet Into 2 or More Viewing Panes
I've talked before about using the Freeze Panes feature to keep rows in place at the top of an Excel worksheet (or column in place at the left side) so you can still see your headings as you scroll through a worksheet. And I've also covered how Rows To Repeat At Top brings that same idea to printing. Now let’s look at another similar feature. Split lets you divide an Excel worksheet into two or four windows that can scroll semi-independently so you can see different parts of the worksheet at the same time.
The Split button is found on the View tab of the ribbon.
To split your screen vertically, select a cell in the top row and click the Split button. A divider will appear which you can drag left or right to adjust the size of the two panes. Scroll from side to side in one pane and the other won’t move. Scroll vertically in either pane and the other will scroll with it.
To split your screen horizontally, select a cell in the first column and click the Split button. Again, the divider can be dragged to adjust the size of the window panes. Now, vertical scrolling is independent and horizontal scrolling is synchronized.
If your cursor is anywhere other than the first column or first row when you click the Split button your screen will be split both ways. You can drag either of the dividers to adjust the size of the 4 panes, or click at the intersection of the two lines to adjust both at once.
To remove the split, either click the Split button again or drag the divider all the way to the edge of the window.
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
