Work Faster with These 5 Sage Productivity Tips
If you use Sage regularly, you probably know the basics inside out.
But many users miss some of the built-in features that can save valuable time every day, especially when processing high volumes, working under deadlines, or trying to reduce manual errors.
Here are a few useful Sage shortcuts and features worth revisiting:
1. Use the Built-In Help Feature (F1)
Before logging a support call, remember that most Sage products include built-in help documentation that can be accessed by pressing F1.
This can help you:
- Quickly find answers while working
- Understand specific fields or functions
- Reduce downtime waiting for support
Often, your first line of support is already built into the software.
2. Customise Your Layouts and Views
Many Sage products allow you to personalise screen layouts and visible columns. This helps you:
- Focus on the fields you use most
- Reduce screen clutter
- Speed up data entry
A cleaner workspace often leads to faster, more accurate processing.
3. Make Use of Batch Processing
Batch processing can save significant time when handling repetitive entries. It’s especially useful for:
- Recurring journals
- Bulk customer or supplier transactions
- Payroll updates for multiple employees
4. Invest Time in Customising Reports
Customised reports can be saved and reused every month, helping to streamline reporting processes and reduce repetitive setup work.
Tools such as Sage Intelligence Reporting can be especially helpful for:
- Month-end financial reporting
- Management reporting
- Audit preparation
Spending time setting up reports correctly can save hours in the long run.
5. Explore Available Sage Add-Ons
Many businesses are unaware of the add-ons and integrations available within the Sage ecosystem that can improve efficiency and reduce manual processing.
For example, solutions such as Sage Bank Manager can assist with bulk processing and bank-related tasks.
Reviewing available add-ons can help ensure you’re getting the most from your Sage system and identifying opportunities to improve productivity.
Need Help Getting More from Sage?
Many businesses only use a fraction of their Sage software’s full capabilities.
Whether you need support, training, optimisation, or advice on getting more from your Sage Accounting or Payroll solution, MRBM is here to help.
Get in touch: info@mrbm.co.za / 031 818 9030.
