Reporting tips

Hints and tips to help you get the most out of your reports and layouts in Sage 50 Accounts.

Add bank details to your invoices

To help your customers to pay you on time, you should make it clear how they can pay you. A good way to do this is to add your terms and payment method information, such as bank details, to the invoices you issue.

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Find the best report for you

Did you know there are over 600 reports available to use in Sage 50 Accounts? Before you spend time editing a report, why not check to see if the report is already available using the Report Finder tool.

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Report on your product sales

Using Sage 50 Accounts, you can run product sales reports to show how many of each product has been sold. These reports are located in the Invoices and Credits module.

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Reports and layouts locations

Have you ever lost a report after upgrading? Or can't see your changes on another machine? Our guidance explains where your reports and layouts are stored and why.

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Change the wording in your emails

When emailing layouts in Sage 50 Accounts, the email body contains text advising the reader of the file format and how they can view the attachment.

Using Report Designer, you can customise email text to make it bespoke to your business.

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Run management reports for prior years

You can run management reports for previous financial years.

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Add the order number to your statement

Invoices and Credit notes have the option to enter a Customer Order Number, or an Order Number. You can then add this number to your statements. 

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Add an attachment to your emails in Sage

When emailing your reports and layouts, you can automatically attach any file to the email. For example, your terms and conditions.

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Copy reports to another computer

When you customise reports, layouts, letters or labels in Sage Accounts, you may want to make them available in other companies or on other computers on your network. You can copy reports and layouts to another company.

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Align your documents with printer offsets

If your reports and layouts don't align correctly when printing, you can use printer offsets to easily specify how high, low, left or right they need to print.

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