[WHITE ON WHITE]
Sage logo, green on white
sage50 gem

Hidden gems uncovered:

Boost your productivity with these high value, but often underutilized,
Sage 50cloud features

Get more done, faster with simple-to-use Sage 50 features that help you automate, streamline, and work smarter

A treasure trove of time-saving tips

We’ve mined your Sage 50 software to collect the most valuable tips, tricks, and features you may not be using. Most can be completed in just a few clicks. Keep scrolling to see the gems, the value they provide, and how to uncover the simple steps that can add hours to your day.

Just one could save hours of time. So, don’t wait—dig in. Then come back often as new gems are added frequently.

 
Gem1

Management Center Dashboards

Quick and customizable dashboards for all the data you need at a glance.

Problem: Many companies struggle to manage several jobs running all at the same time.  It can be time consuming to navigate to each job to review status and profitability, or to run reports for each job, delaying critical decisions on jobs that may need attention. 

Solution: Sage 50 offers a centralized Job Management Center Dashboard that provides you access to job status, information on your client, purchases and sales transactions applicable to a job, as well as  Job-to-date Profitability reports to make faster, more informed (and more profitable) business decisions.

Customer Management

View customer data all at once, including contact and balance info, sales and payment data, sales history, and totals.

How to uncover it:

  1. Click the ‘Customers & Sales’ tab on the left, then the ‘Customer Management’ tab. 
  2. Click ‘Customize’ in the top ribbon to customize the management center as needed.
youtube video player

Vendor Management

Quickly see vendor data, including contact and balance info, purchase and payment data, purchase history, and totals.

How to uncover it:

  1. Click the ‘Vendors & Purchases’ tab on the left, then the ‘Vendor Management’ tab.  
  2. Click ‘Customize’ in the top ribbon to customize the management center as needed.
youtube video player

Inventory/Service Management

Easily view inventory data, including purchase and sales data, item stocking levels and adjustments, costing information, and totals.

How to uncover it:

  1. Click the ‘Inventory & Services’ tab on the left, then the ‘Inventory/Service Management’ tab.  
  2. Click ‘Customize’ in the top ribbon to customize the management center as needed.
youtube video player

Job Management

See job data at a glance, including purchase and sales data, job profitability levels, job revenue and expense data, and totals.

How to uncover it:

  1. Click the ‘Jobs’ tab on the left, then the ‘Jobs Management’ tab.
  2. Click ‘Customize’ in the top ribbon to customize the management center as needed.
youtube video player

Hidden Gems Library

Gem

Automatic Backup Configuration

Create scheduled backups to automatically save Sage 50 company files on your computer’s hard drive. 

Bank Feeds/Bank Reconciliation

Automatically reconcile your accounts by importing bank account and credit card information through bank feeds.
Gem

Make Multiple Records Inactive

Make multiple customer, vendor, and inventory records inactive with just a few clicks.
Gem

Cash Flow Manager

Cash Flow Manager shows the balances of your cash accounts, cash expected to come in, and cash expected to go out. You can change the time frame and the types of transactions you want to see.
gem

Collection Manager

Collection Manager displays the aging status of your customers using a graphic, as well as a numerical analysis list.
gem

Payment Manager

Get detailed outstanding payment data in graphical, numerical, and chart form.  Easily filter, view, drill down, and print vendor checks all from one screen.
Gem

Memorized Transactions

Create a template of your commonly used transactions so you can quickly create a new transaction.
gem

Action Items

Get to-do reminders for transactions to enter during daily usage of Sage 50—as well as tasks and business-specific needs.

There’s more where that came from

We’re continuously uncovering new ways for you to get more done with the time you have. Bookmark this page and return often for the latest Sage 50 tips and tricks.

What’s next?

Discover how to get the most from your Sage experience and explore other Sage solutions that can help as your business grows at the Sage 50 Customer Hub.