Sage Dashboard for Sage 50 Accounts

View receivables, payables, revenue, and expenses data from Sage 50 Accounts in Microsoft 365.

The Sage Dashboard is a Microsoft 365 add-in that displays key financial information from Sage 50 Accounts.

You can use the dashboard to review:

• Outstanding customer balances
• Outstanding supplier balances
• Revenue and expenses
• Profit and loss information

Before you start, make sure you've set up Sage 50 Accounts and connected it to Microsoft 365. If you use Sage 50 Accounts v28 or later, you don't need to connect Microsoft 365 to use this feature.

• Manage access to the Sage Dashboard

Prepare your data

Before you use the Sage Dashboard for the first time, Sage 50 Accounts must synchronise your data three times. These synchronisations create and populate the dashboard workbooks. If required, you can manually sync your data.

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Open the Sage Dashboard

1. Sign in to Microsoft 365
   
   TIP:

   Use the administrator account you used to activate Microsoft 365.

    
2. Select the App launcher.
3. Select All apps or Explore all my apps.
4. Under Other, select Sage Dashboard.
5. Select Sign in with your Microsoft 365 ID.
6. Select the company.
7. To switch between dashboard areas, open the required tab.

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View Receivables

The Receivables tab shows outstanding customer balances.

Overdue sales by period

View overdue sales invoice balances by month. Select a month to view a breakdown by ageing period. Select an ageing period to view the customers with the highest outstanding balances.

Transactions for account

View the overdue transactions for the selected customer.

 

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View Payables

The Payables tab shows outstanding supplier balances.

Overdue Purchases by Period

View overdue purchase invoice balances by month. Select a month to view a breakdown by ageing period. Select an ageing period to view the suppliers with the highest outstanding balances.

Accounts Overdue

This shows the five suppliers with the highest balances for the ageing period you clicked in Overdue Purchases by Period.

Transactions for [account]

View the overdue transactions for the selected supplier.

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View Revenue and Expenses

The Revenue and Expenses tab shows income and expenditure information.

Monthly revenue and expenses

Compare income and expenses against budget values. Move your pointer over a month to view category breakdowns.

Profit and Loss

View:

• Total income
• Total expenses
• Net profit