Dashboard Section Selection Window

1. Highlight the section in the Available Sections column.
2. Click Add.
3. Click OK.

1. Highlight the section in the Selected Sections column.
2. Click Remove.
3. Click OK.

Highlight the section you want to move.

1. Click Move Up or Move Down until the section is in the position you want.
2. Click OK.

You can do this simply by adding the same section another time.

1. If you haven't already added the section to the Selected Sections, do so now.
2. Place your cursor in the Section Title area of the title you want to change.
3. Delete what is there and type in what you want.
4. Click OK.

• Aged Receivables: This section shows you the aged receivables for the selected customer as of the Sage 50 system date. You can drill down on sections of the pie chart or click an aging period to see the Aged Receivables report filtered by this aging period.
• Contacts: This section gives you a list of all contacts for the selected customer.
• Credit Memos: These are credits you have given to your customers for returned goods or discounted services.
• Customer Information: This is general information about the customer you are looking at.
• Customer Payments: These are refunds you have sent your customers for returned goods and such. They are entered using the Payments option found in the Tasks menu.
• Customer and Sales Tasks: This section will give you a visual display of customer and sales tasks. You can click each button for a menu of options for that icon (Sales Order, Sales Invoice, and so on). When you select, for instance, to create a new quote, Sage 50 will automatically populate the Quote window with information for the currently-selected customer.
• Expense Tickets: These are records of expenses you have incurred while performing projects.
• Finance Charges: These are finance charges you have applied to your customers' accounts using Sage 50's Finance Charges routine. In Sage 50 they are sales invoices with the prefix FC. This list has all the same fields available as the Sales Invoice list.
• Find a Report: This section allows you to search for a particular report, which you can then print or display on screen. Certain reports will automatically be filtered by the selected customer. If you want to see the report for all customers, use the regular reports feature by clicking Reports & Forms from the main menubar.
• Item Sales History: This lists inventory items that have been sold to this customer.
• Jobs: These are projects that you are doing for this customer.
• Proposals:These are estimates for goods and services. (Sage 50 Premium Accounting and higher)
• Quotes: These are estimates you have sent to your customers.
• Receipts: These are payments you have received from your customers.
• Sales Invoices: These are invoices or bills you have sent to your customers for goods and services.
• Sales Orders: These are orders you have entered but have not processed (shipped goods or invoiced).
• Time Tickets: These are records of time that employees or vendors have spent working on projects.
• Top Customers: Last Twelve Months: This section shows you the top 10 customers by gross profit1 Gross Profit is equal to revenue (total transaction line item amounts) minus cost of goods sold. over the past twelve months. If the currently-selected customer is not in the top 10, Sage 50 will show you where that customer is on the list.
• Totals: Gives you a summarized total of different types of transactions. You can select which types of transactions you want to appear using the Customize Totals window.

• Assemblies Built/Unbuilt: If the selected item is an assembly item, this section displays a list showing information about the item being built and unbuilt. If the selected item is not an assembly item, this section will always be blank.
• Assemblies Using Item: This section displays a list of assembly items that use the selected item as a component.
• Bill of Materials: This section displays the list of components used to assemble the selected item. If the selected item is not an assembly item, this list will be blank.
• Credit Memos: This section displays customer credit memos that have been created for the selected item.
• Expense Tickets: This section displays expense tickets that have been created for the selected item/service. Expense tickets can only be created for charge items.
• Find a Report: This section allows you to search for a particular report, which you can then print or display on the screen. Certain reports will automatically be filtered by the selected item. If you want to see the report for all items, use the regular reports feature by clicking Reports & Forms from the main menubar.
• Inventory Adjustments: This section displays inventory adjustments that have been made for the selected item/service.
• Inventory & Services Tasks: This section will give you a visual display of inventory and services tasks. You can click each icon for a menu where you can easily access related options (Purchase Orders, Receive Inventory, and so on).
• Item/Service Information: This is general information about the item you have selected.
• Payments Applied To Expenses: This section displays payments that have been entered for the selected item. These are payments where the item was entered on the Apply to Expenses tab. If a payment is applied to an invoice that was for the item, that payment will not show up in this section. You should view the Purchases for Item/Service section to see that information.
• Proposals: This section displays proposals that have been created for the selected item. (Sage 50 Premium Accounting and higher)
• Purchase Orders: This section displays purchase orders that have been created for the selected item.
• Purchases/Inventory Received: This section displays purchase invoices that have been created for the selected item.
• Quotes: This section displays quotes that have been created for the selected item.
• Receipts Applied To Revenues: This section displays receipts that have been entered for the selected item. These are receipts where the item was entered on the Apply to Revenues tab. If a receipt is applied to an invoice that was for the item, that receipt will not show up in this section. You should view the Sales Invoices for Item/Service section to see that information.
• Sales Backorders: This section displays open sales orders and proposals for the selected item.
• Sales Invoices: This section displays sales invoices that have been created for the selected item.
• Sales Orders: This section displays sales orders that have been created for the selected item.
• Serial Numbers: This section displays serial numbers that have been assigned to the selected item. Only serialized stock items and serialized assembly items can have serial numbers. (Sage 50 Premium Accounting and higher)
• Time Tickets: This section displays time tickets that have been created for the selected item/service. Time tickets can only be created for activity items.
• Totals: This section gives you a summarized total of different types of transactions that have been created for the selected item. You can select which types of transactions you want to appear using the Customize Totals window.

  The Count column on this section shows the number of transactions that contain the item.
  

• Vendor Credit Memos: This section displays vendor credit memos that have been created for the selected item.
• Work Tickets: This section displays work tickets that have been created for the selected item. Work tickets can only be created for assembly items. If the selected item is not an assembly item, this section will always be blank. (Sage 50 Quantum Accounting)

• Change Orders: This section displays change orders that have been created for the selected job.

• Credit Memos: This section displays credit memos that have been created for the selected job.

  Note: These totals do not reflect accurate total revenues and expenses for the job since revenues and expenses are affected by other transactions. If you want to see revenue and expense totals for this job, you should look at the Job-to-date Profitability section.

• Customer Information: This section displays information about the customer for the selected job. The customer for a job is specified in the For Customer field in Maintain Jobs. If a customer hasn't been specified for the selected job, this section will be blank. The information about the customer comes from the customer's record in Maintain Customers.
• Expense Tickets: This section displays expense tickets that have been entered for the selected job.
• General Journal Entries: This section displays any general journal entries that were created for the selected job.
• Inventory Adjustments: This section displays any inventory adjustments that have been entered for the selected job.
• Job Information: This section displays general information about the selected job including the job's supervisor, start date, and projected end date.
• Job-to-date Profitability: This section displays information regarding the profitability for the selected job including actual revenues and expenses, and gross profit. This information will be broken out into the phase and cost code levels if the job uses phases and cost codes. How are the profitability values are calculated?
• Payments Applied to Expenses: This section displays payments that have been entered for the selected job. These are payments where the job was entered on the Apply to Expenses tab in Payments and in Write Checks. If a payment is applied to a purchase that was for the job, that payment will not show up in this section. You should view the Purchases/Inventory Received section to see that information.
• Payroll Entries: This section displays any labor distributions for the selected job on payroll checks.
• Proposals: This section displays proposals that have been created for the selected job.
• Purchase Orders: This section displays purchase orders that have been created for the selected job.

• Purchases/Inventory Received: This section displays purchase invoices that have been entered for the selected job.

  Note: These totals do not reflect accurate total revenues and expenses for the job since revenues and expenses are affected by other transactions. If you want to see revenue and expense totals for this job, you should look at the Job-to-date Profitability section.

• Quotes: This section displays quotes that have been created for the selected job.
• Receipts Applied to Revenues: This section displays receipts that have been entered for the selected job. These are receipts where the job was entered on the Apply to Revenues tab. If a receipt is applied to an invoice that was for the job, that receipt will not show up in this section. You should view the Sales Invoices section to see that information.

• Sales Invoices: This section displays invoices that have been created for the selected job.

  Note: These totals do not reflect accurate total revenues and expenses for the job since revenues and expenses are affected by other transactions. If you want to see revenue and expense totals for this job, you should look at the Job-to-date Profitability section.

• Sales Orders: This section displays sales orders that have been created for the selected job.
• Time Tickets: This section displays time tickets that have been created for the selected job.

• Vendor Credit Memos: This section displays vendor credit memos that have been created for the selected job.

  Note: These totals do not reflect accurate total revenues and expenses for the job since revenues and expenses are affected by other transactions. If you want to see revenue and expense totals for this job, you should look at the Job-to-date Profitability section.

• Write Checks: This section displays payments that were entered in Write Checks for the selected job.

• Aged Payables: This section shows you the aged payables for the selected vendor as of the Sage 50 system date. You can drill down on sections of the pie chart or click an aging period to see the Aged Payables report filtered by this aging period.
• Expense Tickets: This section displays expense tickets that have been entered for the selected vendor.
• Find a Report: This section allows you to search for a particular report, which you can then print or display on the screen. Certain reports will automatically be filtered by the selected vendor. If you want to see the report for all vendors, use the regular reports feature by clicking Reports & Forms from the main menubar.
• Item Purchase History: This lists inventory items that have been purchased from the selected vendor.
• Payments: This section displays payments that have been entered for the selected vendor.
• Purchase Orders: This section displays purchase orders that have been created for the selected vendor.
• Purchases/Inventory Received: This section displays purchase invoices that have been entered for the selected vendor.
• Time Tickets: This section displays time tickets that have been entered for the selected vendor.
• Top Vendors: Last Twelve Months: This section displays your top 10 vendors based on purchase totals for the last twelve months. If the selected vendor is not one of the top 10, it will be listed after the 10th vendor.
• Totals: This section gives you a summarized total of different types of transactions that have been created for the selected vendor. You can select which types of transactions you want to appear using the Customize Totals window.
• Vendor Credit Memos: This section displays vendor credit memos that have been entered for the selected vendor.
• Vendor Information: This is general information about the vendor you have selected.
• Vendors and Purchases Tasks: This section will give you a visual display of vendors and purchases tasks. You can click each button for a menu of options (Purchase Order, Enter Bills, and so on). When you select, for instance, to create a new purchase order, Sage 50 will automatically populate the Purchase Orders window with information for the currently-selected vendor.
• Write Checks: This section displays payments that were entered in Write Checks for the selected vendor.