512.892.8990 info@121-business.com
New Era for Sage 50 (Peachtree) Reporting

New Era for Sage 50 (Peachtree) Reporting


By:  Suzy Payne Rabb
121 Business Software Consulting

 
Dashboards and Scorecards 

So you think you know Sage 50 (Peachtree) and the type of reporting that is possible? Think again. A new era has dawned for Sage 50 reporting and the possibilities are only limited by your imagination.

What if you could pull out the most key performance indicators and present them in such a way to inform, challenge, motivate and incentivize your own team? Now you can.

Example:  Restaurants-A few sections from a Restaurant Scorecard (created by 121 Business Software Consulting with Sage 50 Business Intelligence)
 
New Reporting Possibilities Direct from Your Own Sage 50

You can keep the typical reports and financial statements generated by most typical accounting programs–they are important and definitely have a place in the management of your business. But take a moment to think “outside the box”, to the key performance indicators that drive success for your own business.  Yes, you can likely find them buried in your typical accounting reports, if you take the time to analyze and digest the details.  But what if you could pull out the most key performance indicators and present them in such a way to inform, challenge, motivate and incentivize your own team?  Now you can.

In the coming days and weeks, we will be presenting more real world examples of what is possible today with your own Sage 50 (Peachtree).  Stay tuned, we think you will like what you see.

So yes, it is true. This type of reporting is now possible to generate directly from your own Sage 50 Peachtree with no additional Excel work.  Email me today to discuss what might be possible for your business.

Suzy Payne Rabb
Sage 50 (Peachtree) Certified Consultant
Sage 50 Solution Provider
Your Live, Online Guide to Sage 50 Success
512.892.8990
 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.
How to Set Up a Customer Past Due Report

How to Set Up a Customer Past Due Report

Peachtree Tips button  How can I set up a Customer Past Due Report?

 

 

QUESTION:  When I’m working on customer past dues, collections, I want a short, concise report that lists only “over 90 days” past due invoices.  How can I get a report of just the past due invoices?

Several versions ago, an additional filter was added to the standard Aged Receivables Report. This filter allows you to set up a report that presents only those unpaid invoices under a given aging category.

Here are the steps to set up a Customer Past Due Report > 90 Days.

Select the Standard Aged Receivables Report
Set up a Filter on “Aging Category” and Select “Over 90 days”
Change the Report Name to “Customer Past Due Report-> 90 Days”
Save the New Report
 

Select the Standard Aged Receivables Report.  Get into your Peachtree company and select Reports / Accounts Receivable from the main menu at the top of the screen.

 

 

 

 

 

 

 

 

 
Select Aged Receivables from the report menu.

 

Set up a Filter on “Aging Category” and Select “Over 90 days”. 

 

 

 

 

 

 

 

 

 

Select Options from the report tool bar. 

Sage Peachtree Aged Receivable Report Options

 

 

 

 

 

 

 

 

 

Select Aging Category from the filter options.

 

 

 

 

 

 

 

 

 

Select Over 90 days from the aging options and hit OK. 

Report will be displayed.

 

Change the Report Name to “Customer Past Due Report-> 90 Days”.

 

 

 

 

 

 

 

 

 

 

Select Fonts from the tool bar at the top of the report window.

 

 

 

 

 

 

 

 

 

 

Change Title 1 Report Label from Aged Receivables to Customer Past Due Report > 90 Days, then hit OK.

The report will be redisplayed with the new report name.

 

Save the New Report.

 

 

 

 

 

 

 

 

 

 

Select Save from the tool bar at the top of the report window.

 

 

 

 

 

 

 

 

 

 

 

At Report Name, enter Customer Past Due > 90 Days and Save.

New report should appear at or near the top of the Accounts Receivable Report Menu.

 

Contact me if you need help setting up custom reports in Sage Peachtree or if you have a question or a tip to share.  I also offer a free consultation for new clients.

Suzy Payne Rabb
Sage Peachtree Certified Consultant
Sage Solution Provider
Your Live, Online Guide to Sage Peachtree Success
512.892.8990
 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.

 

 

 

 

New Job 360 Overview Report Now Available for Sage 50 US!

New Job 360 Overview Report Now Available for Sage 50 US!

If you are in construction or other job or project-oriented business, this is the report you have been waiting for! No more searching through pages of reports and screens for the right information. It’s all here on one concise, easy-to-read report.

Problem:  Sage 50 US (Peachtree) keeps track of a lot of important job information, but you have to check out far too many detailed reports, screens to get an overview of what’s happening on a job.

Solution: Check out our new Sage Intelligence Report that pulls key information from 8 separate reports and two maintenance screens into one concise, easy-to-read overview. You and your team can get on track with job status, other job info in less time than ever before.

Our Job 360 Overview pulls and consolidates info from the following areas and can generally fit on one page.

        • Job List
        • Customer List
        • Job Profitability Report
        • Estimated Job Expenses
        • Estimated Job Revenues
        • Aged AR by Job ID
        • Aged AP by Job ID
        • Job Costs by Type
        • Change Order Maintenance Screen
        • Change Order List Screen

This is one great resource to monitor the progress of a job with your team.

(Please note: This report is not available in the core Sage 50 product or via any standard Sage 50 BI template.)

Click here for a PDF of the full reportEmail info@121-business.com for questions or to schedule installation. Report includes up to 2 hours for installation, minor modifications and basic BI skill building.

See other Sage 50 Business Intelligence Stock Reports.

 

Sage 50 Business Intelligence, Peachtree Business Intelligence, Sage 50 Reports, Peachtree Reports, Sage 50 Custom Reports, Sage Intelligence, Sage 50 Intelligence, Sage 50 Job Cost, Peachtree Job Cost

Welcome

Welcome

Whether you are considering a move to Sage Peachtree Accounting, need help setting it up or just want to make improvements, we can help.

We provide live, online/onsite, one-to-one Sage Peachtree training and consulting to help you reach your Sage Peachtree goals quickly and effectively.   (more…)