Sage 50 (Peachtree for those of you old enough to remember) is a powerful lower end accounting package… But it can’t do everything. My client has customers with very specific invoicing requirements. Some customers needed more details than the typical invoice template and others needed a very different look altogether. Some customers wanted their invoices emailed, others didn’t. The email, contact name and street addresses in the system weren’t always the ones that we needed to send the invoices to. For pulling data from accounting systems, I love to use MS Access and an ODBC connection (which Sage supports). I created a few tables to keep the additional data needed and then built a process that would pull invoice data when needed, and allow, with just a few clicks, the ability to send and/or print all of the invoices for the time period. The customers are now happy and the client gets the job done faster and in a more organized manner.
Leave a Reply