When list set to Standard:

A/C	Unique account reference.
Name	The customer's or supplier's name taken from their record.
Inactive	Indicates which accounts are inactive.
Balance	The current balance on the customer's or supplier's account. Note: If the balance exceeds the limit entered in the Customer Record or Supplier Record then the record appears in red on the Customers or Suppliers window.
Credit Limit	The customer's or supplier's credit limit taken from their record.
Contact	The contact name, taken from the Contact Information area on the Customer Record or Supplier Record.
Telephone	The telephone number, taken from the Contact Information area on the Customer Record or Supplier Record.

As you create new Customer Records or Supplier Records, each customer or supplier appears automatically as a single line in the Customers or Suppliers window. From this list you can view the following details by default:

All of these column headings on the module banner can also be used to sort the information into the relevant heading order.

For example, if you open the Customers module and click the Balance heading, the Customer list sorts into ascending balance order. If you click again, the list sorts into descending balance order.

If required, you can run a report for a selection of customers or suppliers by selecting them from the list before running the report. To invert the selection, click Swap, all highlighted records are then deselected, and the remaining records are selected.

The list information can also be printed. To print all information from the relevant list, click Print or Print List then complete the Print window as required.

To choose which of the above columns appear on the Customers or Suppliers window, right-click any of the column headings then select or deselect the required columns. Any column with a tick against it appears.

In addition to the default columns listed above, when you right-click an existing column heading a range of additional fields taken from the Customer Record appears. To select any of these fields, click the required option.

As you create Nominal Records, each new record appears automatically as a single line in the Nominal codes window. From this list you can view the following:

To sort or amend the columns that appears, you must be using the List layout.

N/C	Unique account reference.
Name	The name of the nominal code taken from the relevant record.
Debit	If the Nominal Record has a debit balance, it appears in this column.
Credit	If the Nominal Record has a credit balance, it appears in this column.

All of the column headings on the module banner can also be used to sort the information into the relevant heading order.

For example, if you open the Nominal codes module and click the Name heading, the Nominal list sorts into name order. If you click again, the sort on the list reverses.

The list information can also be printed. To print all information from the relevant list, click Print or Print List then complete the Print window as required.

To choose which of the above columns appear on the Nominal codes window, right-click any of the column headings then select or deselect the required columns. Any column with a tick against it appears.

In addition to the default columns listed above, when you right-click an existing column heading a range of additional fields taken from the Nominal Record appears. To select any of these fields, click the required option.

As you create Bank Records, each new record appears automatically as a single line in the Bank accounts window. From this list you can view the following:

A/C	Unique account reference.
Name	The name of the nominal code taken from the relevant record.
Balance	The current balance of the Bank Record. A negative or overdrawn balance appears with a minus sign next to the balance. Note: If the balance falls below the Minimum Limit entered in the Bank Record, then the record appears in red on the Bank Accounts window.

 

All of these column headings on the module banner can also be used to sort the information into the relevant heading order.

For example, if you open the Bank accounts module and click the Balance heading, the list of bank accounts sorts into balance order. If you click again, the sort on the list reverses.

The list information can also be printed. To print all information from the relevant list, click Print or Print List then complete the Print window as required.

To choose which of the above columns appear on the Bank accounts window, right-click any of the column headings then select or deselect the required columns. Any column with a tick against it appears.

In addition to the default columns listed above, when you right-click an existing column heading a range of additional fields taken from the Bank Record appears. To select any of these fields, click the required option.

As you create Product Records, each new record appears automatically as a single line in the Products and services window. From this list you can view the following:

Product Code	Unique product reference.
Description	The product name taken from the relevant record.
Inactive	Indicates which accounts are inactive.
Sales Price	The product's sales price, taken from the Product Record.
Quantity in Stock	Quantity in Stock - This is the current quantity taken from the In Stock box in the Status area of the Product Record. Sage 50 Accounts Plus, Sage 50 Accounts Professional - If the quantity falls below the re-order level entered on the Product Record, then the record appears in red on the Products window.
Free Stock	The available free stock.

All of these column headings on the module banner can also be used to sort the information into the relevant heading order.

For example, if you open the Products and services module and click the Quantity in Stock heading, the product list sorts into quantity in stock order. If you click again, the sort on the list reverses.

The list information can also be printed. To print all information from the relevant list, click Print or Print List then complete the Print window as required.

To choose which of the above columns appear on the Products and services window, right-click any of the column headings then select or deselect the required columns. Any column with a tick against it appears.

In addition to the default columns listed above, when you right-click an existing column heading a range of additional fields taken from the Product Record appears. To select any of these fields, click the required option.

As you create invoices they automatically appear as a single line in the Invoices and credits window. From this list you can view the following details by default:

No	The Unique Invoice number.
Type	This is one of the following invoice or credit note types:
	Inv - Product Invoice Pro - Product Proforma Qte - Product Quote Crd - Product Credit Note Srv - Service Invoice Prs - Service Proforma Sqt - Service Quote Scr - Service Credit Note Note: When you create a credit, it appears in red on the Invoicing window.
Date	The date entered on the invoice or credit.
Name	The customer's name taken from the Customer Record.
Amount	The total value of the invoice or credit.
Printed	If this column is blank the invoice or credit has not been printed. If Yes appears in the Printed column, then the invoice or credit has been printed.
Emailed	If this column is blank the invoice or credit has not been emailed. If Yes appears in the Emailed column, then the invoice or credit has been emailed.
Posted	If this column is blank the invoice or credit has not been posted. If Yes appears in the Posted column, then the invoice or credit has been posted.

All of these column headings on the module banner can also be used to sort the information into the relevant heading order.

For example, if you open the Invoicing module and click the Type heading, the Invoice list sorts into invoice type order. If you click again, the sort on the list reverses.

The list information can also be printed. To print all information from the relevant list, click Print or Print List then complete the Print window as required.

To choose which of the above columns appear on the Invoices and credits window, right-click any of the column headings then select or deselect the required columns. Any column with a tick against it appears.

In addition to the default columns listed above, when you right-click an existing column heading a range of additional fields taken from the invoice appears. To select any of these fields, click the required option.

As you create sales orders or purchase orders, each new record appears automatically as a single line in the relevant window list box. From this list you can view the following:

No	The unique sales or purchase order number.
Type (sales orders only)	Ord - Sales Order Pro - Sales Order Proforma Qte - Sales Order Quote
Date	The date entered on the sales or purchase order.
Name	The customer or supplier name taken from the sales order or purchase order.
Amount	The total value of the sales order or purchase order.
Allocated (sales orders only)	If this column is blank and the despatched column is blank the sales order has not been allocated. FULL = fully allocated PART = part allocated HELD = on hold CANCEL = cancelled
Despatched (sales orders only)	If this column is blank the sales order has not been despatched COMPLETE = fully despatched PART= part despatched
Intrastat	If COMPLETE appears in the Intrastat column, the order has been included on an Intrastat report
On-Order (purchase orders only)	If this column is blank and the Delivered column is blank, the purchase order has not been placed on order. If CANCEL appears in this column the purchase order has been taken off order.
Delivered (purchase orders only)	If this column is blank the purchase order has not been delivered. If COMPLETE appears in this column, then all of the purchase order has been delivered. If PART appears in this column only part of the purchase order has been delivered.
Posted (purchase orders only)	If this column is blank the purchase order has not been updated to the Suppliers module. If Y appears in this column, then the purchase order has been updated to the Suppliers module.
Printed	If this column is blank the order has not been printed. If Yes appears in the Printed column, then the order has been printed.
Emailed	If this column is blank the order has not been emailed. If Yes appears in the Emailed column, then the order has been emailed.

All of these column headings on the module banner can also be used to sort the information into the relevant heading order.

For example, if you open the Purchase orders module, and click the Amount heading, the Purchase Order list sorts into amount order. If you click again, the sort on the list reverses.

The list information can also be printed. To print all information from the relevant list, click Print or Print List then complete the Print window as required. To choose which of the above columns appear on the Sales orders or Purchase orders window, right-click any of the column headings then select or deselect the required columns. Any column with a tick against it appears.

In addition to the default columns listed above, when you right-click an existing column heading a range of additional fields taken from the sales order or purchase order appears. To select any of these fields, click the required option.

Each transaction posted within Sage Accounts automatically updates the transaction list, which can be viewed when you open the Transactions module. From this list you can view the following:

No	Unique audit trail number allocated to each transaction
Type	The transaction type. For a full list of the transaction types available, please press F1 to open the Help system.
Account	Displays, where appropriate, the customer, supplier or bank account reference relevant to the transaction. This column is blank for journal transactions.
Nominal	Nominal code to which the transaction was posted.
Dept	Number of the department to which the transaction was posted.
Fund	Fund associated with the transaction - only available when Enable Charity/Non-Profit options on.
Details	Details entered for the transaction.
Date	Date entered for the transaction.
Ref	Reference entered for the transaction.
Ex.Ref	Extra reference details entered for the transaction.
Net	Net amount of the transaction.
Tax	Tax amount of the transaction.
T/C	Tax code assigned to the transaction. For a full list of the default tax codes, please press F1 to open the Help system.
Paid	This displays either Y or N indicating whether or not invoice transactions are fully paid, or if a receipt or payment has been used to pay an invoice. Journal debits and credits always display a Y.
Amount Paid	If the transaction is fully paid, part paid or is a full or part payment, the amount of the payment including VAT appears here.
Bank	This column indicates if a transaction has been bank reconciled. A Y indicates that the transaction has been reconciled, an N indicates that it has not yet been reconciled, and a dash means that it is not to be included in a bank reconciliation.
Bank Rec Date	Displays the date entered onto the Bank Reconciliation window when the transaction was bank reconciled.
VAT	This column indicates if a transaction has been VAT reconciled. An R indicates that the transaction has been VAT reconciled, an N indicates that it has not yet been reconciled, and a dash means that it is not to be included in a VAT reconciliation.
VAT Rtn No	Displays the Vat Return number the transaction appears on.
VAT Rec Date	Displays the Date To specified on the VAT Return when the transaction was VAT reconciled.
User Name	If you have created user names, this column displays the user name being used at the time the transaction was entered. If you have not created user names, this column defaults to MANAGER.

 

All of the column headings on the module banner can also be used to sort the information into the relevant heading order.

For example, if you open the Transactions module, and click the Type heading, the list of transactions sorts into transaction type order. If you click again, the sort on the list reverses.

To choose which of the above columns appear on the Transactions window, right-click any of the column headings then select or deselect the required columns. Any column with a tick against it appears.

1. Transactions > Find.
   
   
2. Complete the Find window, as follows:

• In the Find What box, enter the text you want to search for, for example, an account reference.

• From the Search in drop-down list > choose the field you want search in. For example, to look for an account reference > choose Account Reference.

• From the Match drop-down list > choose how your search is to match the data. The following options are available:
  
  

Any - Finds transactions that contain the details you have entered, anywhere in the field being searched on.

Whole - Finds transactions that contain the exact details you have entered, in the field being searched on.

Start - Finds all of the transactions that contain the details you have entered at the beginning of the field being searched on.

• To make the Find option case sensitive > select the Case Sensitive check box.

1. To find the first occurrence of your search > Find First.
   
   
2. To continue with the search > Find Next.

   Repeat this step until you have located all of the transactions that match your search.

3. To close the Find window > Cancel.