The Select a Report or Form window lists all the reports and forms currently set up in Sage 50. Reports include financial statements, aging reports, and so on. Forms are usually tied to a transaction, such as an invoice or check. Letters are also listed on the Forms tab.
The options you see are a little different depending on whether you're on the Reports or Forms tab.
Selecting a Report
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.
When you select a report in the report list, toolbar buttons become available. Depending on the report selected, you may see Close, Group, Delete, Print, Display, Send To, Design, Styles, Copy, and Help. You can also right-click in the list of reports on the right side of the window to access some of these toolbar options in addition to others.
Selecting a Form
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. After 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.
Lists of Reports, Forms, and Financial Statements
- Accounts Receivable
- Accounts Payable
- Payroll
- General Ledger
- Financial Statements
- Inventory
- Jobs
- Time/Expense
- Account Reconciliation
- Company(Sage 50 Premium Accounting and higher)
- Write Letters
- Report Groups