Customize Totals Window
Use this window to customize which totals you want to see in the Totals section on a Navigation Center Management tab (Customer Management tab, Vendor Management tab, etc.).
Note: The Totals sections that are available for the Customer Management tab and the Vendor Management tab are also available on the My Dashboard tab.
You can:
- Change the name of the totals
- Change the order of the totals as they appear in the section
- Delete the totals
- Reset the Totals section back to the default selections that were in place when you first installed Sage 50
- Add new totals
- View and edit details for existing totals
Learn More
How do I remove a total from the section?
- Click Delete for the total you want to remove.
- Click OK..
How do I add a total to the section?
- Click Add. This will open the Total Settings window.
- Select which type of total you want to add.
- Edit the name of the total by typing over the name, if necessary.
- Select the Date Range that you want to view.
- Use the filter selections to narrow down which transactions you want to include in the total.
- Click OK..
How do I view or edit the total?
- Click View/Edit on the row containing the total you want to view or edit. This opens the Total Settings window.
- Make any necessary changes such as name, date range, transaction type, or filter selections.
- Click OK..
Which transaction types can be totaled in the Totals section on the Customer Management tab?
The following types of transactions are available for the Totals section on the Customer Management tab:
- Credit Memos
- Expense Tickets
- Proposals
- Quotes
- Receipts
- Sales Invoices
- Sales Orders
- Time Tickets
Which transaction types can be totaled in the Totals section on the Vendor Management tab?
- Expense Tickets
- Payments
- Purchase Orders
- Purchases/Inventory Received
- Time Tickets
- Vendor Credit Memos
- Write Checks
Which transaction types can be totaled in the Totals section on the Inventory/Services Management tab?
- Credit Memos
- Expense Tickets
- Payments Applied to Expenses
- Proposals
- Purchase Orders
- Purchases/Inventory Received
- Quotes
- Receipts Applied to Revenues
- Sales Invoices
- Sales Orders
- Time Tickets
- Vendor Credit Memos
Why does it look like there is a discrepancy on the Customer Management tab between the customer balance and the totals in the Totals section?
The Customer Balance amount at the top of the Customer Management tab shows you the actual balance, while the totals in the Totals section only show totals for that particular transaction type and for a particular date range. For Sales Invoices, for instance, it only shows you a total of all sales invoices. The amount does not take into consideration payments made against those invoices. In addition, credit memos that have been applied to invoices will show with a value of $0.00 in the Credit Memo section but will show their full value on the Totals section.