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User manual SAGE LINE 50 V11
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User guide SAGE LINE 50 V11
Line50 v11 User Guide
Powerful accounting software for growing businesses
Copyright
This document and software described in it are copyrighted with all rights reserved. Under copyright laws, neither the documentation nor the software may be copied, photocopied, reproduced, translated, or reduced to any electronic medium or machine readable form, in whole or in part, without prior written consent of Sage (UK) Limited (`Sage'). Failure to comply with this condition may result in prosecution. This computer program is the property of Sage. The program is protected under copyright law and is licensed for use only by a user who has returned the completed registration card included with the computer program and further is licensed strictly in accordance with the conditions specified in the Software Licence. Sale, lease, hire rental or reassignment to, or by, a third party without the prior and written permission of Sage is expressly prohibited. Sage does not warrant that the software package will function properly in every hardware/software environment. For example, the software may not work in combination with modified versions of the operating system, with certain print-spooling or file facility programs, or with certain printers supplied by independent manufacturers. Although Sage has tested the software and reviewed the documentation, Sage makes no warranty, representation or condition, either express or implied, statutory or otherwise, with respect to this software or documentation, their performance, satisfactory quality, or fitness for a particular purpose. This software and documentation are licensed `as is', and you, the licensee, by making use thereof, are assuming the entire risk as to their quality and performance. In no event will Sage be liable for direct, indirect, special, incidental, or consequential damages (including but not limited to economic loss, such as loss of profits, loss of use of profits, loss of business or business interruption, loss of revenue, loss of goodwill or loss of anticipated savings) arising out of the use or inability to use the software or documentation, even if advised of the possibility of such damages. In particular, and without prejudice to the generality of the foregoing, Sage has no liability for any programs or data stored or used with Sage software, including the costs of recovering such programs or data. Nothing in this notice shall exclude or limit Sage's liability for fraud, death or personal injury arising out of Sage's wilful default or negligence. Sage's policy is one of constant development and improvement. We reserve the right to alter, modify, correct and upgrade our software programs and publications
Copyright: © 1999 - 2004 Sage (UK) Limited North Park Newcastle upon Tyne NE13 9AA All Worldwide Rights Reserved 02/08/2004 12701
Issue date: Pbn No:
Read This...
Your Sage Line 50 User Guide is made up of two parts. The first part deals with setting up your accounting system (if you are a new user) and also the maintenance of your accounts (for established users, i.e. who are upgrading). In the first part, Setting Up and Maintenance, we deal with: Installing Sage Line 50 onto your computer and using it for the first time (for new users). How to use Line 50. Setting up your company details (defaults). Setting up your nominal structure. Setting up your customer and supplier records. Entering your product or service details. Entering your opening balances. Setting up your regular monthly payments. Setting up prices and discounts for your products or services. Working with fixed assets. Setting up an e-banking system. As a new user, you will have to work through this first part to set up your accounting system. All of the sections may not apply to your business, so you will have to see which ones do apply to you and work through the relevant sections. As an established user who is upgrading, your system will already have your opening balances on, as well as most of your company details. So, you can use this part of the manual to make changes to your company details and defaults. The second part is concerned with Daily Activities and Processing and we deal with: Completing everyday tasks, such as looking after your data, using the search, making journal entries, and so on. Recording invoices and credit notes. Sales and purchase order processing. Recording payments and receipts. How to carry out credit control activities, such as chasing unpaid bills and writing off bad debts. Reconciling your bank accounts on your computer with your real bank accounts. Using advanced stock features, such as working with bills of materials. Working with Projects. Producing your VAT Return.
Running a range of financial reports, including your profit and loss and balance sheet report. Running your month and year end routines. Working with Sage MIS, which is a management information system. All the tasks contained in the second part are mostly concerned with processing, i.e. working with your finances as part of your day to day accounting activities. Sometimes you may have to consult the first part of the chapter, for example, if you want to learn how to reconcile your e-banking transactions. In these instances, the User Guide will clearly direct you to where you need to go.
Contents
Chapter 1: Getting Started ................................................................... 1
Transferring Accounting Systems .....................................................................2 Installation........................................................................................................3 The ActiveSetup Wizard...................................................................................4 Registering Sage Line 50 ...............................................................................13 Getting Started ..............................................................................................13 About SageCover ..........................................................................................14 SageCover Online Support ............................................................................14 sage.co.uk & sage.ie......................................................................................15 Sage Training .................................................................................................15
Chapter 2: How to Use Sage Line 50 ................................................ 17
Instructions in This Guide...............................................................................19 The Sage Line 50 Options .............................................................................20 The Sage Line 50 Window .............................................................................21 Using Windows..............................................................................................24 Menu Commands ..........................................................................................25 Getting Help ..................................................................................................41 Wizards .........................................................................................................41 Debits and Credits .........................................................................................42
Chapter 3: Setting Up Your Company Details .................................. 43
The Configuration Editor ................................................................................44 Entering Your Company Preferences..............................................................68 Entering Your Company Defaults....................................................................77 Setting the Financial Year ...............................................................................77 Entering Your Bank Defaults...........................................................................78 The Euro and Other Currencies......................................................................80 The Countries Table .......................................................................................82 Passwords and Access Rights.......................................................................83 Changing Your Password...............................................................................84 Working With Internet Resources ...................................................................84 The Foreign Trader (Financial Controller only) ...............................................................................85 To Set Up the Foreign Trader .........................................................................86 Opening Balances .........................................................................................91
Sage Line 50 User Guide
Chapter 4: Setting Up Your Nominal Structure ................................. 93
Nominal Ledger Accounts Explained..............................................................94 The Nominal Account Structure .....................................................................99 Control Accounts .........................................................................................100 The Nominal Ledger Window.......................................................................102 Entering, Editing and Deleting Nominal Records ..........................................108 Entering Bank Account Records ..................................................................113 The Chart of Accounts .................................................................................116 Checking Your Chart of Accounts ................................................................120
Chapter 5: Entering Customer and Supplier Records .................... 123
Planning Your Customer and Supplier Codes...............................................124 Entering Customer Defaults .........................................................................125 Setting an Account Status ...........................................................................128 Entering Customer Records.........................................................................129 Opening Balances for Customers ................................................................133 Entering Supplier Defaults ............................................................................137 Entering Supplier Records ...........................................................................138 Opening Balances for Suppliers ...................................................................141 Checking and Clearing Your Customers' and Suppliers' Opening Balances .145
Chapter 6: Entering Product Details and Planning a Stock System ................................................................. 151
Product Valuation.........................................................................................152 Setting Up Your Product List........................................................................152 Creating Product Categories........................................................................153 Entering Product Defaults ............................................................................154 Entering Product Records............................................................................157 Entering Your Product Opening Balances.....................................................161
Chapter 7: Entering Opening Balances for Nominal and Bank Accounts .......................................................................... 163
The Opening Balance Sequence Consists of: ..............................................164 Entering the Opening Balances for Your Nominal Ledger Accounts............................................................................165 Entering the Opening Balances for Your Bank Accounts ..............................167 Uncleared Items in Your Bank Opening Balance...........................................168 Checking Your Nominal and Bank Opening Balances ..................................169 Completing the Opening Balances Procedure..............................................170
Contents
Chapter 8: Setting Up Recurring Entries, Prepayments and Accruals .............................................................. 173
Explaining Recurring Entries.........................................................................174 Prepayments (Accountant Plus and Financial Controller Only)............................................186 Accruals (Accountant Plus and Financial Controller Only)............................................189
Chapter 9: Pricing and Discounts .................................................... 193
Using Customer Price Lists (Accountant Plus and Financial Controller Only)............................................195 Importing Product Prices onto a Customer Price List (Accountant Plus and Financial Controller only) ............................................201 Setting Special Customer Prices (Accountant Plus and Financial Controller Only)............................................205 Supplier Price Lists (Financial Controller users only) ....................................................................210 Importing Supplier Price Lists (Financial Controller users only) ....................................................................212 'Good Customer' Discount ..........................................................................214 Early Settlement Discount ............................................................................216 Discounting by Quantity of Product Sold (Accountant Plus and Financial Controller Only)............................................219 Discounting by Invoice Value (Accountant Plus and Financial Controller Only)............................................222 Checking Discount Amounts & Editing the Total Discount ............................224 Other Discount Options ...............................................................................226 The Invoice and Order Defaults Options List.................................................228 Discounting by Unit Price (Accountant Plus and Financial Controller Only)............................................230
Chapter 10: Working With Fixed Assets (Accountant Plus and Financial Controller Only) ............................ 233
Fixed Assets ................................................................................................234 Depreciation ................................................................................................235 Depreciation Methods in Line 50..................................................................235 Writing Off Fixed Assets ...............................................................................237 Selling Fixed Assets .....................................................................................237 Creating Fixed Asset Categories ..................................................................237 Entering Your Fixed Asset Records ..............................................................238
Sage Line 50 User Guide
Chapter 11: E-Business ................................................................... 243
Contacting Sage ..........................................................................................244 e-Banking ....................................................................................................245 Configuring Your e-Banking Option ..............................................................246 Using the e-Payments Option ......................................................................248 Entering Supplier Bank Details .....................................................................248 Using the e-Reconcile Option ......................................................................250 Importing e-Banking Transactions ................................................................250 Reconciling Your Bank Account ...................................................................251 Transaction e-Mail........................................................................................255 Setting Up Transaction e-Mail ......................................................................256 Configuring Transaction e-Mail .....................................................................257 Processing Incoming Orders and Invoices in Transaction e-Mail........................................................................................265 Matching in Transaction e-Mail.....................................................................267 Help with Transaction e-Mail ........................................................................274 Sage WebTrader Professional ......................................................................274
Chapter 12: Everyday Tasks ............................................................ 275
Changing the Program Date ........................................................................276 Checking Your Data .....................................................................................277 Backing Up Your Data..................................................................................279 Restoring Your Data.....................................................................................281 Event Logging..............................................................................................282 Using the Search to Find Records................................................................286 Building Your Search....................................................................................289 Finding Transactions ....................................................................................291 Using ActiveSearch......................................................................................293 Using the Spelling Checker ..........................................................................294 Printing What's On Your Screen ...................................................................295 Working with Attachments using Document Manager ..................................298 Using The Task Manager..............................................................................304 Exporting to Microsoft Word, Excel and Outlook ..........................................305 Journal Entries .............................................................................................307 Reversing Nominal Journals (Accountant Plus and Financial Controller Only)............................................310 Paying Wages Using Journal Entries ............................................................312 Setting Up a Petty Cash Account.................................................................317
Contents
Chapter 13: Entering Invoices and Credit Notes ............................ 319
Special Product Codes ................................................................................320 Invoices and Credit Notes ............................................................................321 Batch Invoices and Credit Notes..................................................................322 Creating Invoices and Credit Notes From the Invoicing option......................324 Memorising and Recalling Batch Invoices and Credit Notes (Accountant Plus and Financial Controller Only)............................................349 Creating Recurring Transactions ..................................................................350 Entering Invoice and Order Defaults .............................................................355 Updating the Ledgers ..................................................................................361 Invoice Profit Check (Accountant Plus and Financial Controller Only)............................................362 Creating Mix and Match Invoices and Orders (Financial Controller Only).............................................................................364 Invoicing From Telephone Calls (Financial Controller Only).............................................................................372 Quotations and Proformas (Accountant Plus and Financial Controller Only)............................................374
Chapter 14: Order Processing (Financial Controller Only) ................................................................ 377
Sales Orders ................................................................................................378 The Sales Order Cycle .................................................................................378 Creating a Sales Order.................................................................................379 Creating Recurring Orders ...........................................................................398 Completing Your Sales Order if it has Already Been Despatched..................400 Saving Your Sales Order ..............................................................................400 Printing Your Sales Orders ...........................................................................400 Allocating Stock to Sales Orders..................................................................401 Order Shortfalls............................................................................................403 Despatching Sales Orders ...........................................................................406 Recording Delivery of Goods using Goods Despatched Notes.....................407 Recording Sales Order Despatches .............................................................411 Manually Recording Sales Order Despatches...............................................411 Printing an Invoice Created From the Sales Order ........................................412 Updating the Ledgers ..................................................................................412 Deleting a Sales Order .................................................................................413 Converting Quotes and Proformas to Sales Orders ......................................414 Intrastat Reporting .......................................................................................417
Sage Line 50 User Guide
Confirming your Intrastat Dispatches............................................................419 Working With Purchase Orders ....................................................................424 Creating Purchase Orders............................................................................425 Completing Your Purchase Order if it has Already Been Delivered ................440 Saving Your Purchase Orders ......................................................................440 Printing Your Purchase Orders .....................................................................440 Putting Purchase Orders 'On Order' ............................................................441 Recording Delivery of Goods........................................................................442 Recording Delivery of Goods Using Goods Received Notes.........................443 Recording Purchase Order Deliveries ...........................................................447 Manually Recording Purchase Order Deliveries ............................................447 Creating Purchase Invoices From Your Purchase Orders..............................448 Deleting a Purchase Order ...........................................................................448 Confirming your Intrastat Arrivals..................................................................448
Chapter 15: Project Costing (Accountant Plus and Financial Controller Only) ............................ 453
Introduction to Project Costing.....................................................................454 Who Can Use Project Costing?....................................................................454 The Life Cycle of a Project ...........................................................................454 The Project Life Cycle in Line 50 ..................................................................455 Setting Up Project Costing...........................................................................457 Project Statuses ..........................................................................................458 Cost Codes .................................................................................................459 Resources ...................................................................................................463 Working with Projects ..................................................................................465 Project Records ...........................................................................................465 Project Only Costs .......................................................................................472 Stock Postings ............................................................................................474 Cost Postings ..............................................................................................475 Billing Your Customer for a Project ...............................................................477 Project Enquiries, Analysis and Reporting ....................................................481 Completing Your Project ..............................................................................483
Chapter 16: Recording Payments and Receipts ............................. 485
Customer Receipts ......................................................................................486 Bank Receipts .............................................................................................488 Memorising and Recalling Bank Receipts (Accountant Plus and Financial Controller Only)............................................492 Supplier Payments.......................................................................................494
Contents
Recording Bank, Cash and Credit Card Payments.......................................498 Memorising and Recalling Bank Payments (Accountant Plus and Financial Controller Only)............................................501 Batch Supplier Payments (Financial Controller Only).............................................................................503 Producing Cheques (Accountant Plus and Financial Controller Only)............................................505 Recording Expenses ....................................................................................512 Bank Transfers.............................................................................................514
Chapter 17: Credit Control ............................................................... 525
The Cash Flow Option .................................................................................526 Manual Entries in a Cash Flow .....................................................................530 Credit Control ..............................................................................................531 Ageing Transactions in Line 50.....................................................................531 Producing a Retrospective Aged Balance Report.........................................535 Checking Aged Balances.............................................................................535 Credit Control for Each Customer ................................................................538 The Credit Control Window..........................................................................541 Recording Contact Details ...........................................................................543 Viewing Transaction History and Aged Balances ..........................................547 Handling Disputed Transactions (Accountant Plus and Financial Controller Only)............................................550 Charging Your Customers for Late Payments...............................................551 Writing Off Bad Debts ..................................................................................552 Writing Off Bad Debt Transactions Using the Wizard ....................................553 Writing Off Bad Debts Manually....................................................................555 Days Sales Analysis .....................................................................................560 Suggested Payments...................................................................................566 Credit Control Reporting ..............................................................................569 Other Customer Reports..............................................................................571 Supplier Reports ..........................................................................................572
Chapter 18: Reconciling Your Bank Accounts ................................ 573
Bank Reconciliation .....................................................................................574 Preparing to Reconcile.................................................................................574 Reconciling Your Bank Account ...................................................................574 Posting Bank Adjustments...........................................................................577 Printing a Bank Statement Report................................................................578
Sage Line 50 User Guide
Chapter 19: Using the Advanced Stock Features (Accountant Plus and Financial Controller Only) ............................ 579
Bill of Materials.............................................................................................580 Checking Component Availability .................................................................583 Making Stock Transfers................................................................................584 Using the Stock Shortfall Option ..................................................................586 Running a Stock Take ..................................................................................590 Recording Stock Returns.............................................................................592 Adjusting Stock Levels.................................................................................594
Chapter 20: Running Your VAT Return ............................................ 595
The VAT Return Checklist.............................................................................596 Producing the VAT Return............................................................................597 Checking Your VAT Return ...........................................................................599 Saving your VAT Return ...............................................................................601 Handling Late Transactions ..........................................................................603 Handling Future Transactions .......................................................................603 Reconciling Your VAT Return........................................................................604 Clearing Your VAT Control Accounts ............................................................605 Submitting the VAT Return to the Tax Authorities .........................................606 VAT Audit Reports........................................................................................607 Entering Scale Charges (Accountant Plus and Financial Controller Only)............................................607
Chapter 21: Running Financial Reports .......................................... 609
Reports........................................................................................................610 Running the Audit Trail Report......................................................................611 Running the Trial Balance Report .................................................................612 Running the Profit and Loss Report .............................................................613 Running the Balance Sheet Report ..............................................................614 Running the Quick Ratio Report (Accountant Plus and Financial Controller Only)............................................615 Running the Budget Report .........................................................................617 Running the Prior Year Report......................................................................618 Running the Transactional-Based Management Reports (Accountant Plus and Financial Controller Only)............................................619 Running the Audit Assistant .........................................................................622 The Sage Management Information System (MIS) ........................................634
Contents
Chapter 22: Running Your Month End ............................................ 635
The Month End ............................................................................................636 Month End Checklist....................................................................................637 Changing Your Program Date ......................................................................639 Running the Month End ...............................................................................640 Posting Opening and Closing Stock.............................................................642 Posting Monthly Accruals (Accountant Plus and Financial Controller Only)............................................648 Clearing Your Stock Transactions.................................................................651 Printing Your Product Reports (Accountant Plus and Financial Controller) ...................................................652 Clearing the Audit Trail .................................................................................653 Handling Late Entries ...................................................................................653 Posting Late Entries .....................................................................................653
Chapter 23: Running Your Year End ............................................... 657
The Year End ...............................................................................................658 Year End Checklist.......................................................................................659 Backing Up Your Data..................................................................................660 Running the Accounts Year End...................................................................662 Historical Data Analysis................................................................................664 Checking the Financial Year Start Date Setting.............................................667 Clearing the Audit Trail .................................................................................667 Deleting Records .........................................................................................672 Compressing Your Data ...............................................................................675
Chapter 24: Accountant Link ........................................................... 677
What Is Accountant Link? ............................................................................678 Using Accountant Link with Line 50 Accountant, Accountant Plus or Financial Controller .....................................................................................................680 Exporting Your Accounts Data to File to Send to Your Accountant ...............683 Recording Material Changes To Your Data ...................................................686 Importing and Applying Your Accountant's Adjustments ..............................688 Using Accountant Link with Line 50 Client Manager.....................................693 Importing Your Client's Accounts Data From a File.......................................696 Recording Adjustments................................................................................698 Exporting Your Adjustments and Narratives to File .......................................700
Sage Line 50 User Guide
Appendix: Installing and Upgrading to Line 50 Version 11 ............ 703
System Requirements..................................................................................704 The Readme File..........................................................................................705 Information for Users in the Republic of Ireland ............................................705 Installing Sage Line 50 Version 11 for the First Time (Single User Version) ....................................................................................706 Installing Sage Line 50 Version 11 for the First Time (Multi User Version) ......................................................................................709 Upgrading from Earlier Versions ...................................................................715 Preparing to Upgrade from Version 4 or Version 5........................................718 Preparing to Upgrade from Version 6, Version 7 or Version 8 .......................720 Preparing to Upgrade from Version 9 or Version 10......................................722 Upgrading to Sage Line 50 Version 11 (Single User Version) ....................................................................................723 Upgrading to Sage Line 50 Version 11 (Multi-User Version) ......................................................................................724 After Upgrading: Converting Line 50 Version 5 Layouts................................725 Registering Your Program ............................................................................727
Chapter 1
Getting Started
Welcome to Sage Line 50. Sage Line 50 lets you record, control and examine your finances quickly in a traditional way, through a state-of-the-art computer program. Sage Line 50 is a totally integrated system, which means that when you record a financial transaction into one ledger, all the other related ledgers are immediately updated with that information. Sage Line 50 does your double-entry bookkeeping for you. Read this chapter to find out how to get started with Sage Line 50, including installation and using your program for the first time. This User Guide covers Sage Line 50 Accountant, Sage Line 50 Accountant Plus, Sage Line 50 Financial Controller and Sage Line 50 Network Versions.
In this chapter:
Transferring Accounting Systems .........2 Installation ...........................................3 The ActiveSetup Wizard.......................4 Registering Sage Line 50 ...................13 Getting Started ..................................13 About SageCover ..............................14 SageCover Online Support ................14 sage.co.uk & sage.ie .........................15 Sage Training .....................................15
Transferring Accounting Systems
To help you achieve a smooth transition from your current accounting system to your new Sage Line 50 program, you should decide on which features and functionality you will use, and when. For example, if you run a shop, you will not enter each customer transaction (so you will have no customer records), but you will need to use cash book functionality to enter the day's takings. (For details about how to do this, see Bank Receipts on page 488.) Sage Line 50 lets you choose the accounting functions suitable to your business. As a result of your business needs, you may need to do some, or all, of the following: Enter your company details. Set up and check your nominal account structure (this includes setting up bank accounts in Sage Line 50). For an explanation of the nominal account structure, see Nominal Ledger Accounts Explained on page 94. Enter your customer records and their opening balances. Enter your supplier records and their opening balances. Enter your product details and their opening balances. Enter the opening balances for your nominal ledger. Enter the opening balances for your bank accounts. For many people, moving from one system of accounting to another is a staged process. It doesn't happen overnight. Because of the nature of bookkeeping, where invoices may not be paid on time and bank statements do not arrive until the end of the month, you may have to make the transfer to your new system gradually. Also, many people prefer to gain confidence in a new system by choosing to set up one ledger at a time, for example, first the sales ledger, then the purchase ledger (Customers and Suppliers in Sage Line 50), then the nominal ledger. However, other people choose to transfer their accounts in one go, and do so successfully. Whatever the implementation strategy you choose, we recommend that, until you become familiar with Sage Line 50, you continue using your existing system for a short time. In this way you can check that you are getting the right figures from Sage Line 50, and you can also see the benefits of the new system, as many of your entries are automatically done for you. You should also use the Demonstration Data supplied with your Sage Line 50 program to experiment with all of the different areas of the program.
Getting Started
Installation
This section guides you through installing a single user version of Sage Line 50 for the first time. If you are installing a network version, or are upgrading from a previous version of Sage Line 50, refer to the Appendix at the back of this guide. New users of Sage Line 50 (single user) should follow these instructions: Note: You must ensure that you are logged onto your computer as 'Administrator', or as a user with administrative access rights, before attempting to install Sage Line 50. The installation process cannot proceed if you do not have sufficient access rights. 1. 2. Shut down any other programs you are running. Put the Sage Line 50 CD into your CD-ROM drive. If the Sage menu does not appear automatically after a few moments, open the Start menu from the Windows menu bar, choose Run and then type d:\start in the Open text box. Note: If your drive letters are different to those shown above, replace them with the appropriate letter. The Installation main menu appears. 3. Before you begin to install Sage Line 50, select `Readme'. This contains any additional or late-breaking information about your Sage product. Note: Sage Line 50 version 11 requires Microsoft Internet Explorer version 6 to run. If you do not have Internet Explorer version 6 on your computer, a warning message appears advising you that you must install it before you continue with the Line 50 installation. Install Internet Explorer from the Line 50 CD, then start the Line 50 version 11 installation again. 4. 5. Click Install and follow the on-screen instructions. When the installation is complete, click Finish. You can now close the installation menu. A Sage Accounts short-cut is created on your desktop, so that you can double-click on this icon to start the program. If prompted, restart your PC. You are now ready to run your Sage Line 50 program for the first time.
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Sage Line 50 User Guide
The ActiveSetup Wizard
Once you have installed Sage Line 50 you are ready to use it for the first time. To activate Sage Line 50, double-click the Sage icon on your desktop or open the Start menu from the Windows menu bar, choose Programs, then select Sage and finally select Sage Accounts. Important Note: If you are using a multi-user version of Sage Line 50, the Logon window appears every time that you start the program. When you first use Sage Line 50 program the default logon name is MANAGER, with no password. Once you have completed the ActiveSetup Wizard, you can then set up your access rights and passwords. For more information, read Passwords and Access Rights on page 83. When you start the program, the ActiveSetup Wizard appears. Use this to enter all of your company information. Click Next to progress onto the next step or click Back to return to the previous step to re-enter or edit any information. There are nine screens in the ActiveSetup Wizard when you are using Sage Line 50 for the first time: Welcome My Company My Details My Financial Year My VAT Details My Currency Program Activation Program Registration Next Steps After the first Welcome screen, you should enter your company information into the relevant boxes on-screen. Information about each of these screens can be seen in the following pages. If you need additional help on any of the screens in the ActiveSetup Wizard, press F1 or select the Help button for more information.
4
Getting Started
Step 2: My Company
If you are a new user you must select the first option `I would like to create a new company'. If you are upgrading from an earlier version, or if you have Sage Line 50 and want to set up a network version, refer to Appendix, Installing and Upgrading to Line 50 Version 11 on page 703. You must also decide what type of chart of accounts your company needs. Sage Line 50 has a number of charts to suit different business types. For example, you can choose from construction, charities, medical, farming, garage and transport. Note: There are more chart of accounts to choose from. To see details of the different chart of accounts, press F1, enter the words Chart of Accounts in the Index tab and then select `standard'. From the list, choose the chart of accounts most suited to your needs. If you are in doubt, select the 'General Business - Standard Accounts' layout. This provides you with a basic chart of accounts layout that is suitable for most businesses. To select a chart of accounts, click Browse to access the Company Configurations window. Choose the chart you require and click Open. For more information, see To use an existing configuration file on page 6. Alternatively, you may have been given a Sage Line 50 configuration file by your accountant, or someone in your company, to use. The configuration file holds all of your basic Sage Line 50 setup information, such as the nominal ledger details and the default settings for your company. For more information about the details held in the configuration file, see the section The Configuration Editor on page 44. Important Note: You must select the configuration file before you exit the ActiveSetup Wizard. You cannot change the configuration file once you have completed the ActiveSetup Wizard.
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Sage Line 50 User Guide
To use an existing configuration file
1. From the ActiveSetup Wizard's `My Company' window, click Browse. The Company Configurations window appears.
If your configuration file has been saved into the default file location, the file will appear in the list. The default file location is C:\Program Files\Sage\Accounts\Configs. 2. 3. 4. Select the appropriate file from the scrolling list. If the configuration file is not in the list, click Browse to find the file. Once you have selected the configuration file, click Open. Line 50 returns you to the ActiveSetup Wizard and displays the file you selected. Click Next to continue through the ActiveSetup Wizard.
6
SAGE LINE 50 V11, , Software.
Detailed instructions for use are in the User's Guide.
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