Select a Report or Form Window

On the left of the Select a Report or Form window is the report area (Accounts Receivable, Accounts Payable, Financial Statements, and so on), where you select what type of reports you want to see. When you select a report area, Sage 50 displays a list of reports and forms associated with that area on the right. Each report has a brief description next to it.

Whenever you select a report in the report list, a special right-click popup menu lets you perform most of the functions available from the toolbar at the top of the window.

Related Topics

Display a report on the screen

Display a financial statement on the screen

Change the options on a report

Print a report or financial statement

Design a report

Design a financial statement

Set up or edit a report group

Select the type of form that you want to use from the forms type list. Sage 50 displays a list of forms or letters of the selected type in the forms list. Once a form or letter is selected in the list, Sage 50 displays its description and a sample image on the right side of the tab.

When a form is selected in the forms list, buttons appear below the sample image that allow you to print, preview, and customize the selected form. A link displays beneath the description which allows you to order Checks and Forms.

When a letter is selected in the forms list, buttons appear below the sample image that allow you to send the letter or edit the letter template. A New Letter Template link appears above the forms list; select this link to create a new letter template.

Whenever you select a form or letter in the forms list, a special right-click pop-up menu lets you perform most of the functions available from the toolbar at the top of the window and the buttons underneath the sample image.

Related Topics

Print a batch of forms

Design a form