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Tips and Tricks
Service Stop
Route 66
100

This structure cannot be changed by the end-user once the company is created.

What is the Fiscal Year Structure?

100

This menu option quickly displays transactions that have already been entered.

What is the List? or What is Edit?

100

This type of wording yields the best results when searching for a resolution to an error message in the KB

What is exact wording?

100

Found in the Navigation Area, this option is where a customer can expand the capabilities of their sage 50 subscription

What is Apps and Services?

100

Once registered, this resource offers the benefit of complimentary and discounted opportunities to enhance product knowledge

What is Sage University?

200

Because the program is not THIS a customer who was on Premium for Manufacturing must be sold Sage 50 Qtm, and not Sage 50 Premium Accounting

What is backward compatible?

200

This Navigation area would be visited most frequently by the AP manager

What is Vendors and Purchases?

200

Accessible from the File menu, this tip offers guidance for Sage setup for optimal use

What is the Setup Guide?

200

For a fee, this is the only team that can honor a customer's request to change from cash to accrual

Who is the Data Services team for Sage 50 US?

200

This portal enables speaking points and Y/N checklist when exploring other products once a customer has outgrown Sage 50

What is the Sales Portal?

300

This individual should be contacted for all accounting advice including FY start/end date and account distribution

Who is the CPA?

300

This customizable option is only available in a Sage 50 Quantum Accounting company

What is the Dashboard?

300

This fail-proof Advisor-trait is developed through product knowledge and includes a confident tone and verification of resources

What is control of the call?

300

This team is a recommended resource for certain services that fall outside of a Business Care plan

Who is SES for Sage 50 US Edition?

300

Once all avenues are exhausted, you can transfer a customer to this team of knowledgeable Advisors who offers troubleshooting and exploration of solutions to common and uncommon issues and/or questions

Who is Sage 50 Support?

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