Hi

I am new to sage purchase ledger I have always worked for large corporate companies one with sag,e but set up individually for there business by experts I just had to use it as such as there was always it on hand to help.  I am now working for a small local firm on my own with help from another sage user not that local to me so I visit her from time to time.  I have always worked on the sales ledger as a credit controller.  So I have a lot to learn about the purchase ledger VAT etc.

Sage was here when I came we are using sage 50 accounts plus I don't know who set it up etc.  Previous to that I think sage one was used.

So I am a novice with help from an expert when required at present.  I work for a reasonably small one man made turning over around 150K year based in Worcestershire  I am not doing any studies this is a small part time position and at my age I am really not interested in exams etc..  I am the goffer with expert help for the VAT return etc.

Regarding my question my expert was stuck too. I tried the help chat line with no luck unfortunately I do not have the luxury of the paid support cover from sage!  The invoice I use is set-up in sage we do not have pre-printed I do not think the invoice was copied from the old sage as they look different. 

 

Thanks

 

Hazel

A little more detail on the Sage version would help: You say it's Sage Accounts Plus, but what version number and/or year.

The version number can be found by going to the Help menu and clicking About, and should be displayed in the Program Details box (for example, mine is Version 19). The year will probably be in the title bar - something like "Sage 50 Accounts Plus 2013" using my own as an example again.

The reason that's important is in case Sage has changed things from one version to another: If I'm someone is able to answer your question based on what they have, it won't be much help if things are different in your version.

Having said that, since I've looked in on the forum and seen this question, I may as well try to answer it based on the version I'm using!

Go into the "Customers" module, then to "Invoice List" and select an invoice - any one, it doesn't matter which. Now go to the toolbar at the top and click on "Print" to bring up your "Report Browser", and click on the invoice layout you normally use with the *right* mouse button to bring up a menu. Click "Edit" in that menu. This will open that invoice layout in the Report Designer.

Depending on your existing layout and where you want to put the new information, you might need to move things around a bit, but that's down to you - I obviously can't see what you have, so I'll assume you can work that out.

So to add the new information:

Above the layout design, and under the menu there are toolbars for formatting, editing etc - one of these should have things on it like "Add Text" "Draw Line" etc. Click on "Add Text" and then click on the report itself where you want to add the text. A little box outline should appear. Click inside it to bring up the text cursor. Start typing the text you want.

In theory, you can have it pick up the account details automatically from the Bank module - but (for me) this only works if the bank account you are using is the first one listed in the Bank module, which is a bit naff. If you want to do this, though, this is what you do instead of putting the account details in text:

Get as far as having the report designer open, and to the point you have a space to put in the new info.

Go to the menu, and click on Report then Joins to open the Join editor. (You might want to make the window bigger than its default size).

In the column on the left, look for 'Bank' and drag it onto an empty space in the main part of the window. Don't worry about actually linking it to anything - it's not necessary for this. Click "OK" to close the window.

Now, if you have the relevant fields set up for the bank account in the Bank module, you can use 'Add Data Field' rather than text; click on that, then click in the main window where you want the different fields (account number, sort code, etc) to appear. An 'Add Data Field' dialogue appears - click on the plus sign next to "Bank" and choose the field from the list that expands/appears, repeating for each field.

You'll then want to add some text next to these fields; labels to say it's the account number, sort code, etc - that's done the same way as before; clicking add text, clicking on the report, then typing what you want. Positioning the labels (as well as the fields themselves) and formatting them to your requirements is down to your preferences.