List fields

Below is a list of all fields and options on the List window.

Menu Bar

File: Allows you to close the List window.

Edit: You can use this menu for standard editing features such as Cut, Copy, Paste and Clear. You can also select Find Transactions and open the Find Transactions window.

Window: This will give a list of open windows.

Help: Click this button to receive help on using Sage 50. This will include help for the particular window you are working with, links to online versions of the guides, support, and several others.

Toolbar

Close: Closes the list.

New: Opens the associated Maintain window so that you can add a new record for the type of list.

Open: Opens the selected record in the Maintain window.

Print: Prints the list.

Settings: Opens the Settings window, which you can use to change the fields appearing in the grid and their order.

Refresh: Refreshes the list.

Send To: Opens a drop-down list from which you can select to email, export to Excel, or save as PDF the current list.

Search

Date Range: Click Edit Date and select a date range for the transaction you are looking for. (Transaction lists only)

Status: If you are using batch posting or SmartPosting, select the posting status of the transaction you are looking for. (Transaction lists only)

Search For: Enter the datum you are looking for. Then, select the type of data from the field to the right.

Note: This field is not case sensitive. Typing land, for instance, will call up values with land, Land, and LAND for the field specified.

Tip: You can do searches for multiple items also. For instance, you want to find all invoices with an ID between 10200 and 10299. You can type 102 in the Search For field and select Invoice ID. Then click Search. All invoices with 102 as part of the Invoice ID will appear.

In: Open the drop-down list to select from a list of possible fields you can search.

Search: Click this button to begin the search for your information.

Clear: Clears the search fields so you can start another search. Also, clicking this button will refresh the list with all records or transactions for the list.

Grid of fields

Displays the records and the fields that are currently selected for display. These fields will be different, of course, depending on which list you are looking at. See a catalog of fields that are available for the main lists.

Total: Shows you how many records are in the current list.

Hide/Show: Lets you know if the Inactive records appear or are hidden. To change the option, select Options/Global from the main Sage 50 menu bar.

Others are to be added as the iterations progress.

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