Our latest blog of hints and tips on how to use Sage 50 more effectively. This month Sage 50 filtering.
Whilst Sage 50 has a large number of standard reports they do not always meet the precise requirement. One way to expand the reporting capability is to pre-select the population to be reported on by filtering against criteria which you can set.
Sage 50 Filtering (formerly Search)
A filter function is available in most of the modules and provides a powerful pre-selection tool for viewing the on-screen population or as an initial filter for reports
You should structure complex filters in a logical sequence. Each step will further reduce the population, you can then save these, so that you can recall (open) them as needed.
To the right of the filter is a quick search box, details are entered in this box to the records in the current module, so the desktop will display only those records that contain these details.
Note: the match may be a whole or part of a piece of data held in the record.
When sending customer statements it is preferable to exclude those with nil or negative balances. The required population can be pre-selected by setting the filter to “where balance is greater than 0”.
The active population is only positive balances. You can now run the statement reports.
When managing your sales invoices and credit notes it is helpful to only show on screen those that have not been updated to the ledgers.
You can then select your required population by setting the filter to “where Posted flag – Yes/No is equal to No”.
Audit trail transactions
Use a filter to track a specific value or to look for inconsistencies, such as incorrect VAT codes.
Top tip: remember to set to “off” after use. Otherwise some of your records will not be visible for selection in data entry screens.