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Resources > CBA Blog

Welcome to the CBA Blog!

The CBA Blog brings you tips, tricks, updates and general information for users of Peachtree & Sage 50 Accounting Software.

Introducing Actian Zen - Sage 50's New Database

30
8/30/2019

In Sage 50 release 2019 and earlier the Pervasive PSQL Workgroup Database Engine is installed silently with the program to manage your Sage 50 company database.  This database management application runs in the background as a Windows service and manages the database in which your Sage 50 company data is stored.

With the release of Sage 50 2020 Pervasive PSQL has been upgraded to Actian Zen version 13. This new database engine provides the following benefits: 

  • Improves performance I some database operations
  • Includes the latest security countermeasures to protect your data
  • Helps ensure compatibility with the latest Windows updates
  • Actian Zen installs silently and functions in the same manner as Pervasive PSQL 

Notes regarding compatibility with earlier versions of Sage 50: 

  • You many run releases 2019 and 2020 on the same computer using the Actian Zen database engine for 2019 instead of Pervasive
  • Sage 50 2018 and earlier will NOT operate properly with release 2020 installed on the same computer
  • You may not be able to run Sage 50 on a computer that runs other software using Actian Zen or Pervasive PSQL as possible conflicts may occur 

Notes regarding Sage 50 data conversion: 

  • Due to database changes you will need to walk through the Data Conversion Wizard to convert your company data to the Release 2020 format
  • The conversion wizard will initiate automatically the first time you open your company in release 2020
  • If running Sage 50 in a network environment walk through the conversion process on the server first before accessing your data from a workstation
  • Depending on the size of your company data file the unattended protion of a conversion can take from a few minutes to a few hours to convert
  • It is recommended that you upgrade Sage 50 and convert your data when you will not need access to your Sage 50 company data for an extended period of time


By Tim Hambsch
 Add your comments

Setting Up Access Rights for Sage 50 Users

23
8/23/2019
Below are the instructions to set up security or user access in Sage 50 to restrict users visibility in the software.  Note that setting up users in Sage 50 involves setting up a company administrator first. After that, you can set up individual users, as many as you have licenses for.

  1. Select the New User button.

    The User Rights window appears.

  2. Enter a user name and its corresponding password.
  3. Choose the Selected access option.
  4. Click Next.

    The Selected Access window appears.

  5. From the menu bar on the left side of the window, select the area of the Sage 50 program that you want to set access levels for—Customers & Sales, for example.
    • If you want to grant either full or no access to this whole area of the Sage 50, use the drop-down list at the right-hand top of the window.
    • If you want to grant access to some subareas but not others—for example, Sales Invoices—you can use the drop-down list opposite the appropriate area. You can choose from a range of security access levels. 

  6. When you're finished, click OK to return to the Sage 50 User Security window. 

By Tim Hambsch
 Add your comments

Sage 50 2020 Expanded Field Sizes

19
8/19/2019

With the release of Sage 50 and Sage 50cloud 2020 last month users are happy to find the following field size enhancements:

Master Records: 

  • Customers: billing and shipping address fields expanded from 30 to 50 characters
  • Vendors: mailing and remit to address fields expanded from 30 to 50 characters
  • Vendors: NEW Notes field contains 255 characters
  • Employees: address fields expanded from 30 to 50 characters
  • Inventory Items: item type expanded from to 8 to 20 characters 

Transactions: 

  • Quotes: billing and shipping address fields expanded from 30 to 50 characters
  • Sales Orders: billing and shipping address fields expanded from 30 to 50 characters
  • Sales Invoices: billing and shipping address fields expanded from 30 to 50 characters
  • Purchase Orders: mailing and remit to address fields expanded from 30 to 50 characters
  • Purchases: mailing and remit to address fields expanded from 30 to 50 characters
  • Payments: mailing and remit to address fields expanded from 30 to 50 characters
  • Receive Money: deposit ticket ID expanded from 8 to 20 characters
  • Select for Deposit: deposit ticket ID expanded from 8 to 20 characters

If you need to upgrade your current Peachtree or Sage 50 software (to either perpetual license or cloud version) contact us for a quote ... just let us know what year you're currently on, what flavor (Pro, Complete, Premium or Quantum) and how many users and we'll send you pricing!

If you're on a really old version of the software we also provide Sage 50 (Peachtree) data conversion services (stair step your data up to get it converted to 2020).  Typically if you provide us with your data at the close of business you will receive your converted data back the next morning!  


By Tim Hambsch
 Add your comments

How to Set up Recurring Invoices in Sage 50

16
8/16/2019

In most businesses, you have customers that you bill every month. In your business, you can bill the same customers every month, even for the same amount. No matter which situation is yours, you can probably save time by setting up recurring invoices.

  1. From the Tasks menu, select Sales/Invoicing.

  1. In the Sales/Invoicing window, complete the transaction as you normally would. You do not have to enter an invoice number at this time.

Note: You are actually creating an invoice here, not just a template.

  1. Instead of selecting Save, select the drop-down arrow next to the Copy button and select Create Recurring.

A Create Recurring <transaction> dialog appears.

  1. Select How often you want to recur this transaction from the drop-down list. You can choose Weekly, Biweekly, Every four weeks, Monthly (the default), Per Period, Quarterly, Twice a year, or Annually.

  1. Select the First transaction date from the calendar. This is the date that your recurring transaction will begin.

Select the end date from one of three options:

      • If you know a specific date you want to end the recurring transactions, select a date from the calendar for the End on option.
      • If you know the specific number of recurring transactions you want to set up, select the End after option and enter the number of occurrences.
      • If you want your recurring transaction to continue indefinitely, select No end date option.

  1. You have to assign a number, either here or when printing invoices. If you don't plan to print invoices, select the Assign Invoice Numbers option, and enter a number. If you do plan to print invoices, leave this box unchecked. Then, you can assign numbers when printing.

If you check the box and assign a number, Sage 50 will assign all the numbers now, increasing each invoice number by 1.

  1. Click OK. Sage 50 saves all transactions in the appropriate period. The first transaction is saved for the current transaction date.

If you have any training needs or questions about Sage 50cloud 2020 or purchasing the Sage 50 perpetual license product contact us or call 1.800.339.8224. For more information on purchasing a Sage 50 product click here.

By Tim Hambsch
 Add your comments

FAQ Regarding Your Sage 50 2020 Accounting Software

14
8/14/2019
With the release of Sage 50 2020 (Sage 50 Pro, Premium or Quantum) you can purchase and own the software or purchase an annual or monthly subscription (if you are purchasing from Sage directly, this is what you are buying). 


As a Sage 50 authorized reseller since 1989, we can assist you with your purchase of any of the following software and support options:


The Basic Plan – 3 Support Instances (Retail and International Customers ONLY)
  • This is not sold on the Sage website
  • You are purchasing and own the actual software --it does not expire
  • You may call Sage 3 times for support within one year from the date of purchase
  • You will receive all software upgrades and updates for one year, including the Sage Intelligence Reporting feature 
  • This cannot be used with payroll or any other Sage 3rd party add-ons
  • You are not required to pay a renewal fee. 
  • Product is provided via download link; Sage charges $50.95 to drop ship the DVD to you (US based customers)  International customers are charged $110.


The Traditional Plan - Unlimited Support (US Based & International Customers)
  • This is not sold by Sage directly - Sage 50 resellers are still able to sell this plan with the perpetual license
  • If you are located in the United States or an International customer and want to own your software this or RETAIL is your ONLY option
  • You are purchasing and own the actual software (perpetual license) -- it does not expire
  • You have unlimited technical support for one year from the date of purchase
  • You will receive all software upgrades and updates for one year, including the Sage Intelligence Reporting feature
  • Sage requires all payroll customers be on this plan
  • You are not required to pay a renewal fee UNLESS you are a payroll customer 
  • Product is provided via download link; Sage charges $50.95 to drop ship the DVD to you ((US based customers.  International Customers are charged $110.

Sage 50cloud Monthly Subscription Auto-Renewing Plan
  • If you purchase from Sage you are purchasing a subscription plan
  • You can also purchase Sage 50cloud 2020 from CBA
  • You do not own this software
  • You must have a valid credit card on file with Sage and you will be charged the monthly subscription fee
  • You will receive all software upgrades and updates, the Sage Intelligence Reporting feature and unlimited technical support as long as your account with Sage is current
  • If your monthly payment is not made your software will go to READ only after 20 days and you can no longer use the software until you pay the reactivation fee and bring your account current
  • This can be used with payroll
  • You may terminate the plan with 7 days’ notice prior to your renewal date and not be charged for the renewal 

Sage 50cloud Annual Subscription Auto-Renewing Plan
  • The same as the monthly subscription except you pay the renewal annually 

Please contact us with any questions regarding your Sage 50 accounting purchase.  

The benefit of purchasing from CBA is that we can discuss the options and the “fine print” with you to ensure you make the best decision for your particular situation coupled with building a relationship with you regarding any Sage 50 future needs and questions. 


If you are new Sage 50 customer, please give us a call to discuss your software purchase with a Certified Sage 50 Consultant.  Not only will we answer all your questions to make sure it’s a good fit for your business but we are happy to demo the software or you can download a free Sage 50 Trial Version.   

Read the Sage 50 reviews on TrustRadius -- software reviews by real users! 

By Tim Hambsch
 Add your comments

Sage 50 2020 US Edition Purchasing Options

5
8/5/2019

When purchasing Sage 50 2020 US Edition there are 3 options available for either the perpetual license (you own the accounting software and are not required to pay Sage a monthly or annual fee) OR Sage 50cloud (the cloud subscription where you do not own the software and you are required to pay Sage a monthly or annual fee to keep the software from becoming read-only).

3 Purchasing Options to buy Sage 50 2020

Sage 50 Perpetual License with Basic Support

This option provides for 3 support calls with Sage for one year from date of purchase and all Sage software updates and upgrades. The Sage 50 2021 is expected to be released this summer (typically mid-July).  One year from your date of purchase you can pay Sage an annual renewal fee to continue to receive these benefits or opt out and use the software as-is.  The Basic Support Plan is only available to International Customers.

Sage 50 Traditional Support Plan Perpetual License

Sage REQUIRES that all US based customers purchase this support plan with their software.  International customers can purchase this also if they require more technical support.  This option provides for unlimited support with Sage for one year from date of purchase and all Sage software updates and upgrades.    The Sage 50 2021 is expected to be released this summer (typically mid-July).  One year from your date of purchase you can either opt out and continue to use the software as-is or pay an annual renewal fee to Sage. 

For those Sage 50 software users that decide to opt out of either support plan but need technical support in the future we have Sage 50 Certified Consultants that can provide support via remote access. Typically support can be arranged the same day.

Sage 50cloud

Sage 50cloud is sold as a subscription license that is renewed monthly or annually. This means you have access to the software as long as you keep your subscription plan up to date. If your Sage 50cloud subscription plan expires, your data will go to read only and you will not be able to enter or edit your data. If your subscription plan expires it can be reactivated.

If you have purchased a Sage 50 subscription plan and want to switch back to the Sage 50 perpetual license please contact us to discuss your needs.

CBA has been an authorized Sage 50 reseller and Sage certified consultants since 1989!

By Tim Hambsch
 Add your comments
Sage 50 Accounting Software
Sage 50 License

What is Sage 50cloud 2020 (Sage 50c)?

1
8/1/2019

Sage 50cloud (Sage 50c) is an accounting solution for small to medium-sized businesses that offers features such as invoicing, inventory, budgeting, cash flow, Sage Intelligence reporting and job costing in addition to third-party add-ons such as credit card processing, payroll, and MISys Manufacturing.

What’s unique about the platform is that it is basically a hybrid desktop app that has a cloud component for data access and storage. The software can be used to track purchases and vendors and pay bills. It likewise has expense management features that include mobile payment and bank feeds. The product is capable of connecting to your bank accounts, allowing for real time recording of sales and receipts, track receivables, transfer funds, reconcile bank accounts and make deposits. You are also given access to financial reports from any online device.

Sage 50cloud accounting users can work anywhere using Microsoft tools as it integrates seamlessly with MS Office 365 as the cloud-based accounting data is synced between desktops and the app’s cloud servers, making them accessible at all times. All data is also backed up to alleviate any concern regarding data loss.

Companies can use Sage 50cloud’s visual dashboards to keep track of their business by providing views on important budget and revenue trends, and by highlighting main performance areas. You can easily handle customer contacts and create invoices, sales orders, and quotes directly coupled with the ability to make payments on-the-go, bill customers, and provide your accountant with real-time data.

Contact CBA to find out more about Sage 50cloud 2020 or the Sage 50 2020 perpetual license product.


By Tim Hambsch
 Add your comments
Sage 50cloud 2020
Sage 50c



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September (6)
•Sage 50 2016 Keyboard Shortcuts
•Upgrade Now & Save on Sage 50 2016 Accounting Software
•Sales & Use Tax Compliance for Dummies - Download Free e-book now!
•Advanced Security Controls in Sage 50 Quantum
•Affordable Care Act (ACA) & Sage 50 2015 Tax Form Filing Requirements
•New Obsolescence Message in Sage 50
August (7)
•Upgrade Now to Sage 50 2016 Premium & Save 30%
•Sage 50 (Peachtree) Checks & Forms
•Sage Summit 2015 Annual Conference
•Fine Tune Your Excel Skills for Effective Sage 50 Intelligence Reporting
•Free Sage 50 Intelligence Report Training Webinar
•Activating Sage 50 (Peachtree) Intelligence Reporting
•Sage 50 2016 Accounting is Here!
July (4)
•Sage Drive for Sage 50 U.S. Edition Coming Soon!
•Upgrade Now to Sage 50 Quantum- Save 30%
•Windows Server 2003 NOT supported by Sage 50 2016
•Free Sage Intelligence Training Webinars
June (5)
•Sage 50-U.S. Edition is not currently supported on Windows 10
•2015 Mid-Year Business Review
•Coming Soon...Sage 50 Accounting 2016
•FREE Sage 50 Intelligence Webcast: Get a Quick Health Check of Your Financial Status With the Sage 50 Financial Dashboard
•Sage 50 2015 Obsolescence & FAQ’s
May (4)
•Thank you to our Sage 50 (Peachtree) Customers!
•FREE Sage 50 Intelligence Training Webinar
•Sage Summit Annual Conference - New Orleans, Louisiana
•Save Time with Sage 50 Intelligence Reporting
April (7)
•Free Sage 50 Training Webinar: Learn to Utilize The New Features in Sage 50 2015 SR-3
•FREE Sage 50 Intelligence Training Webinar
•FREE Sage 50 Intelligence Training Webinar
•FREE Sage 50 Intelligence Webinar - Using the Connector Module
•Sage 50 (Peachtree) Obsolete Software and Upgrade Conversion
•Sage 50 Accounting Software and CBA
•Sage 50 Intelligence Project Status Report
March (5)
•What’s New in the Sage 50 2015 Release Update?
•The 1,2,3’s of Running your Business ... Backwards!!
•FREE Sage 50 Intelligence Training Webinar
•March Madness...Save on Sage 50 Software!
•Sage 50 2013 (Peachtree) Obsolescence Policy
February (3)
•Sage Intelligence Reporting FAQ’s
•Purging Unnecessary Data from Sage 50
•Sage 50 Recurring Transactions / Billing
January (5)
•FREE Webinar: Automate Your Financial & Management Reports & Analyze Them in Excel
•Free Webinar: How to Set Up a Sales Report in Sage 50 Intelligence to Automatically Distribute to Sales Team
•Analyze & Present Your Data Professionally Using Sage 50 Intelligence & Excel PivotTables & PivotCharts
•How Do I Print My Sage 50 W-2s?
•How Do I Print My Sage 50 1099 Forms?

 2014
December (2)
•FREE Sage 50 Quantum Manufacturing (MISys®) Webcast
•Sage 50 2014 Year End Checklist
November (1)
•Sage 50 Credit Card Services & Mobile Payment Solutions
October (6)
•The FEAR of the End of the Year Physical Inventory!
•Sage 50 2015.2 - Issues with Update Installation
•FREE Sage 50 Intelligence Training Webinar: Standard Inventory Analysis Report
•How Do I Enter a Credit Memo in Sage 50?
•How to Process a Customer Refund in Sage 50
•Sage 50 Accounting Software
September (2)
•How to Add Payment Status to a Sales Invoice
•SAGE 50 MOBILE SALES
August (3)
•Rolling 12 Month Profit & Loss (Income Statement)
•Maintaining Control of Your Inventory
•Sage 50 Training
July (4)
•Sage 50 Business Accounting Software In New York
•FREE Sage 50 2015 Quantum Webcast
•Custom Forms in Sage 50
•FREE Sage 50 Training for Sage Business Intelligence
June (1)
•2014 Midyear Review
May (3)
•Sage 50 Obsolescence Policy
•Thank you for all your support!
•Sage 50 Business Accounting Software in Ohio
April (2)
•The Future of Sage 50 Complete and Vertical Products
•Sage 50 Accounting 2015 Enhancements
March (4)
•Discontinuation Notice: United Parcel Service (UPS®) Integration with Sage 50
•Sage 50 Discontinuing Crystal Reports
•Sage 50 2015 Coming Soon!!
•Using Intelligence Reporting to Automatically Update Customer’s FTP Site
February (1)
•Getting Control of your Inventory

 2013
October (3)
•Don’t be Spooked by Year End... Be Prepared!
•Seven Reasons to Outsource Your Bookkeeping
•Analysis Paralysis
August (3)
•Sage 50 Business Accounting Software In Panama
•Sage 50 Business Accounting Software In Texas
•Using “Job” Costing Creatively in Sage 50
July (3)
•Sage 50 Business Accounting Software In Illinois
•Sage 50 Business Accounting Software In California
•Sage 50 Business Accounting Software In Florida
May (1)
•Where’s my Company Data?
April (3)
•IMPORTANT: Correct Business Care Renewal Pricing
•Sage 50 Intelligence Reporting
•Sage 50 2014 Released and Installed!!
March (1)
•WHAT’S NEW IN SAGE 50 2014
February (2)
•Renew your Expired Peachtree Quantum Now!
•Sage 50 Windows 8 Compatibility Update
January (2)
•New Year’s is Over ... Now What??
•Sage 50 Business Accounting Software In New Jersey

 2012
October (1)
•It’s ALL About Cash Flow!
September (2)
•Sage 50 Business Accounting Software In Louisiana
•How to Use Memorized Transactions
August (1)
•Sage 50 2013 Installation Tips
July (1)
•Custom Forms (Quotes, Invoices, PO’s, etc) are Slow to Print
June (1)
•Business Intelligence Inventory Report Missing in Sage 50 2013??
May (1)
•How can I easily compare monthly sales year over year for a specific item?
April (3)
•How can I put a Disclaimer on a Sales Invoice?
•Which Sage 50 "Flavor" is Right for Your Business?
•Sage 50 (formerly Peachtree) 2013 Early Bird Savings!!!
March (10)
•Sage Peachtree’s New Sage 50 U.S. Edition Names
•BI Report to Run 32 Financial Reports at Once
•April 2012 Sage Peachtree Payroll Solutions Update
•What Do Quote Approval and AR Collections Processes Have in Common?
•How to Add Your GL Account Numbers to your Financial Statements
•When asked if team, product or market is most important?
•MISys Manufacturing Service Pack v5.0.0.5 Released
•Can you Save 20% on your Credit Card Processing Fees?
•4.2% Employee SS Tax Withholding Rate Extended
•The Risk of Changing Last Year’s Accounting Data
February (1)
•Turn your Cell Phone into a Mobile Payments Device
January (1)
•Sage Peachtree is Going Away in 2012??


Tag Cloud
  • Intelligence reporting
  • Sage 50 business intelligence
  • Sage 50 intelligence reporting
  • Sage 50 training
  • Peachtree custom reports
  • Crystal reports
  • Sage 50 custom reports
  • Peachtree custom reporting
  • Sage 50 quantum
  • Sage intelligence reports
  • Sage 50 job reporting
  • Sage 50 2017
  • Sage 50 intelligence reports
  • Sage 50 inventory
  • Peachtree training
  • Sage 50 premium
  • Sage 50 report training
  • Peachtree reports
  • Sage 50 cloud
  • Sage 50 complete



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