Welcome to the CBA Blog!

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

Setting Up Quantity Discounts in Sage 50

8/10/2016

With Quantity Discounts you can set up discounts for items based on the quantity sold. For example, you could set up a 10% discount if customers purchase XX or more of a certain inventory item.

You set up quantity discounts in Maintain Quantity Discounts and then go to Maintain Inventory Items and select the quantity discount to use on each applicable inventory item. After you set up quantity discounts and apply them to inventory items the sales price will automatically be discounted on sales transactions for those items.

To set up quantity discounts click Prices on the Inventory & Services Navigation Center and Set Up Quantity Discounts. Use the Setup Advisor located on the right-hand side of the screen to help you set up your quantity discounts or select the Help button on the screen.

We offer Sage 50 training via Sage 50 Certified Consultants...either onsite or remote access. Here's a list of our most frequently requested training topics.

By Tim Hambsch

Set Up invenntory Discounts

Sage 50 Intelligence Reporting Webinar

3/14/2016

Sage 50 Business Intelligence Reporting webcasts take place over forty-five minutes to an hour.

Event status:	Not started
Date and time:	Wednesday, March 16, 2016 2:00 pm Eastern Daylight Time (New York)
	Wednesday, March 16, 2016 12:00 pm Mountain Daylight Time (Denver)
	Wednesday, March 16, 2016 1:00 pm Central Daylight Time (Chicago)
	Wednesday, March 16, 2016 2:00 pm Eastern Daylight Time (New York)
Duration:	1 hour
Description:	Get your hands on the reports that you need, when you need them. This webcast introduces you to the free Report Utility, which easily allows you to download and import the latest Sage Intelligence reports applicable to your business, and shows you how to get started immediately. If you are a beginner this webcast is for you.

By Tim Hambsch

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Sage 50 Business Intelligence

Crystal Reports

Peachtree Custom Reports

Sage 50 Training

Sage Summit 2016 - Chicago

3/1/2016

Heading

Sage

Attend the event for cutting-edge thinkers building the economy of tomorrow.

Are you ready to get the tools, training, and contacts you need to turn your business into the success it can be? Register today for Sage Summit, the largest conference dedicated to

small and medium businesses in the world!

Best of all, when you register by March 31, you can take advantage of the early-bird rate of only $199 for days of networking with peers, learning from business leaders, and seeing the newest technology. Use promo code EARLYBIRD for this risk-free* saving!

Save with early-bird registration

By Tim Hambsch

Sage 50 Intelligence Real-Time Reporting: Purchases

10/13/2015

In this Sage 50 Intelligence Reporting webcast we will show you how to use a purchase analysis container to create individual vendor pages showing totals, items and locations. This will enable you to make purchase decisions quickly based on expenses and real-time data.

This Sage Intelligence webinar is part 2 of a 4-part series.

CBA is Certified in Sage 50 Business Intelligence Reporting....we can train you to write your own Sage 50 custom reports or prepare them for you. Here are a few Sage 50 custom reports we've designed for other Sage 50 users!

All new CBA customers also receive 1 hour of FREE Sage 50 Intelligence Report Training with a Sage 50 Certified Consultant. If you are new to Sage 50 and have questions or would like a complimentary demo of the Sage 50 2016 capabilities please contact us at 1.800.339.8224.

By Tim Hambsch

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Sage 50 Training

Sage 50 Purchase Reporting

Sage 50 Custom Purchases Report

Sage Summit 2015 Annual Conference

8/7/2015

We attended Sage Summit 2015 from July 27-30^th at the New Orleans Convention Center and I wanted to share a few highlights:

1. First of all I want to give kudos to Sage for bringing in some great keynote speakers again this year! Three years ago I wasn�t recommending the conference to our customers because I didn�t feel the value was there but for 2 years in a row now the price to attend has decreased ($99 this yr.) and the quality of the speakers and training sessions has improved greatly! Highlighted by General Colin Powell and Deepak Chopra there were a number of motivating and thought provoking speakers that energized the almost 8,000 attendees this year!

2. Next, it was very apparent the new Sage management team (all have joined within the last 9 months) � Stephen Kelly (CEO), Jodi Uecker (President) and Rich Spring (EVP) are driving the Sage organization to be much more innovative and to do it much faster! They are also much more committed to the partner community than the previous regime so we look forward to working with them in a very positive manner moving forward.

3. A few highlights specific to Sage 50 U.S. Edition:

a. Mobile Sales � the capabilities of the cloud based mobile sales app have continued to grow � LEARN MORE

b. Sage Drive � the ability to easily share your live data with your bookkeeper, accountant, CPA or other external workers through the cloud is expected to be available by year end

c. Sage Payroll Solutions (SPS) � Sage acquired Paychoice about a year ago and now that they�ve gotten their products fully integrated there are new and improved payroll solutions including the ability to link with Sage Time for time-tracking capabilities � LEARN MORE

d. Sage Payments � the merchant services capabilities are becoming more and more integrated within the Sage 50 interface � with the release of Sage 50 2016 you can directly process returns without having to go outside of the program and by early next year you�ll be able to see your credit card processing details from within the Sage 50 interface. LEARN MORE

Put it on your calendar now to join us at Sage Summit 2016 in Chicago, IL from July 25-28, 2016!

By Tim Hambsch

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Sage Summit Annual Conference

Sage Conference 2016 Chicago

Sage 50 Training

Peachtree Training

Sage Summit Annual Conference - New Orleans, Louisiana

5/4/2015

Sage Summit 2015 will be held this year from July 27 - 30 in New Orleans, Louisiana (LA). Not only is it a GREAT excuse for a business trip to The Big Easy, it is the largest gathering of Sage business partners, customers and vendors. See new technologies that interface with your Sage software, attend conference activities that will help you become more productive, take advantage of interactive Sage 50 training opportunities and hear what is or isn't working for other businesses.

Most of the Sage 50 customers that attended the annual conference last year in Las Vegas, Nevada (NV) said that the following items were the best takeaways:

One-stop shopping for evaluating 3rd party add-ons or migrating to another Sage product. All Sage products and Sage preferred vendors are in attendance and accessible to demo their products which was a huge time-saver for many customers.
Networking with Sage 50 resources (Certified Consultants / Partners). Meet, greet, and learn from the experts. From implementation, support, custom Sage 50 reports, using Sage 50 Intelligence these pros are on hand to answer your questions.
Sage 50 Training / Continuing Professional Credits (CPE). This year Sage Summit is offering many different ways to learn � from break out sessions, hands-on labs and roundtables you�re sure to find sessions that are relevant to your industry.

There are hundreds of sessions already scheduled and Sage is continuing to add to the agenda as it grows closer to the big event. See the current list of conference sessions.
Technology. See first hand how technology is transforming the way business is conducted and learn how new advancements can propel your company forward. Sage Summit will spotlight them all. Learn all about the latest trends and hottest buzzwords.

Take a look at one of the sample agendas to get an idea of how productive a week at Sage Summit could play out!

View Sample Agenda

As one of the top Sage 50 resellers in the world, Sage has given CBA customers (or any Sage 50 customer that reads this post!) the opportunity to register for only $99 through June 30, 2015! The only stipulation is that you have not attended a Sage Summit Conference before. Contact us for this exclusive CBA promo code.

By Tim Hambsch

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Sage 50 training

Learn more about Sage 50

Sage 50 Business Intelligence training

FREE Sage 50 Intelligence Training Webinar

4/9/2015

Attend this 1 hour webcast and learn how to use the Sales Analysis Report to compare companies.

The Sales Analysis report is a standard report that comes with Sage 50 Intelligence Reporting. It displays pertinent sales information and it allows for comparative analysis like comparing the sales figures of two or more companies, which is what will be demonstrated in this webcast. To have the ability to compare companies, you will need the Connector module to access and consolidate information from multiple companies.

REGISTER HERE for this Sage 50 Business Intelligence webcast on Thursday, April 16, 2015 @ 2:00pm EST.

Contact us if you have questions or if you don't have the Connector Module let us know and we'll obtain one for you via a new activation key....cost is $100.

Check out a few of the Sage 50 Custom Reports we've designed for other Sage 50 users including a Side-by-Side Consolidated Multi-Company Financial Report. This report has 22 individual P&L (Income Statements) with full detail and summarized views for current month, year to date (YTD) and each Quarter, plus side by side view statements for all 22 companies � one for Current Period, one for Year to Date and one for each Quarter. It only takes 10 minutes to run and you can easily identify which companies, departments or divisions are top performers and where you need improvement!

By Tim Hambsch

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Sage 50 training

Sage 50 report writing

Sage 50 intelligence reporting

Sage business intelligence

Learn Sage 50

Peachtree reports

Free training on sage 50 reporting

Sage 50 Accounting Software and CBA

4/7/2015

Whether you are considering purchasing Sage 50 (Peachtree) Accounting software or need help setting it up or need to make changes/improvements to your existing set up, we can help. CBA is a Sage 50 Certified Consultant and also Certified in Sage 50 Business Intelligence.

Check out our services page. If you need help with upgrade installation, job costing set-up, inventory set-up,or training and repair damaged data, we're here to help!

We provide free Sage 50 software demos including the powerful Sage 50 Intelligence Reporting feature that is included in your software purchase! Once you've decided that Sage 50 really is the best small business software on the market we can also provide onsite or remote access Sage 50 training and consulting to help you reach your business goals.

Sage 50 has three products in it's lineup...Sage 50 Pro, Sage 50 Premium or Sage 50 Quantum. Call or email us and let us know what your specific business needs are and we'll help you identify the right Sage 50 for your business!

By Tim Hambsch

Analyze & Present Your Data Professionally Using Sage 50 Intelligence & Excel PivotTables & PivotCharts

1/14/2015

Most small businesses use Excel in some way for their reporting. If you are one of them, REGISTER HERE for this FREE Sage 50 Intelligence webcast on Wednesday, January 21, 2015 2:00pm EST.

The webcast will show you:

How to create Excel PivotTables & Pivot Charts from source data to analyze and track your company's performance. Learn how a PivotTable can help transform endless rows and columns of data into a meaningful representation of the data. See how to slice and dice a data table in dozens of different ways with only a few mouse clicks, and produce just about any type of summary you can think of.
The power/ flexibility that Sage 50 U.S. Intelligence Reporting (free with Sage Business Care) makes available to you through standard reports using PivotTables. If you are on a Business Care Plan and don't have your activation key, contact us and we'll obtain it for you!

Check out a few of the SAGE 50 CUSTOM REPORTS we've designed for other Sage 50 users. EMAIL or call 1.800.339.8224 if you have any questions or would like to discuss your business-specific reporting needs.

By Tim Hambsch

Sage 50 report writing

Sage 50 intelligence reporting

Sage business intelligence

Learn Sage 50

Peachtree reports

Sage 50 Training

8/11/2014

See the list of Sage 50 training topics below that cover a range of areas to accommodate new and experienced users. All training is provided by a Sage 50 Certified Consultant and is customized to meet your specific needs. We prefer to use your data to ensure that you ask the questions relevant to your accounting data. If there�s a topic you don�t see covered below just ask and we�ll be glad to accommodate your needs!

Getting Started

Setting up company information, accounting methods, accounting periods and posting methods
Setting up program preferences and options
Navigating around the program and using keyboard shortcuts
Defining the purpose of a chart of accounts and customizing the chart of accounts
Setting up customers and vendors
Setting up sales tax
Setting up inventory items and groups
Setting up employees
Setting up payroll taxes, payroll items and payroll deductions
Setting up jobs, phase codes and cost codes

Customer Transactions

Creating quotes and estimates for customers and clients
Creating sales orders, customer invoices, sales receipts and credit memos
Invoicing customers for employees', and subcontractors' time and other costs
Posting customer payments and making deposits
Recording finance charges and preparing customer statements

Vendor Transactions

Creating purchase orders, receiving inventory and recording inventory adjustments
Recording vendor invoices and credit card transactions
Paying vendor bills and credit card balances

Payroll Transactions

Using timesheets for payroll
Processing paychecks
Tracking employee loans and garnishments
Computing and making payroll tax deposits
Preparing payroll tax reports and paying payroll liabilities

Job Costing

Setting up jobs, phases and cost codes - budget
Posting revenues to jobs
Posting labor, material, subcontractor and inventory costs to jobs
Updating job status
Reviewing job profitability

Inventory

Classes of inventory
Using serial numbers
Setting up and building assemblies
Price levels
Item types
Using quantity discounts
Purchasing and selling in different units of measure
Using work tickets
Tracking COGS / Profitability

Handling Tricky Transactions for Customers

When to use sales receipts versus sales invoices
Accounting for customer deposits and down payments
Handling overpayments, applying credit memos and processing refunds to customers
Voiding versus deleting customer invoices
Handling customer bad debts
Memorizing customer quotes, estimates and invoices
Setting up and posting recurring customer invoices
Setting up and using various price levels for billing customers

Handling Tricky Transactions for Vendors

Accounting for petty cash transactions
How to void checks
Recording payments received by credit cards
Setting up and posting recurring vendor invoices
Adjusting and paying sales tax liabilities, including adjustments for vendor�s compensation and sales taxes paid on products purchased for resale

Customizing Reports & Forms

Customizing reports � adding, deleting, relocating and sorting columns on reports
Filtering, formatting and memorizing reports for future use
Creating report groups and processing multiple reports at one time
Setting up and using custom fields for customers, vendors, employees and inventory
Customizing layouts and adding logos for customer invoices, purchase orders, checks and packing lists
Generating customer mailing lists and labels
Generating collection letters
Exporting to Microsoft Excel to further customize reports
Creating reports via Sage Intelligence

General Procedures

Reconciling bank statements
Making general journal entries
Sorting and cleaning up your chart of accounts, customers, vendors and employee lists
Customizing your screen layouts
Printing and understanding reports
Reviewing and understanding the basic financial statements � The Balance Sheet & Income Statement
Setting up and using budgets
Using notes and attachments to keep track of comments for customers, vendors and employees
Setting up and using tasks, events and due dates
Importing and exporting customers, vendors, employees and inventory items
Fixing damaged data files
E-mailing customer invoices and payment reminders
Setting up users and passwords to limit access to specific parts of the program

Contact us or call 1.800.339.8224 or 480.945.4455 to schedule your Sage 50 training now!

By Tim Hambsch

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1 on 1 Sage 50 training

How do I set up my Sage 50

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Sage 50 customized training

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