The ADM console

The console consists of the toolbar and two further panes.

The upper pane lists current clients on your computer or the server, for all versions of Sage 50 Accounts v26 and above. This list is generated from the company files of each detected version of Sage 50 Accounts that holds a Client Manager key.

The lower pane shows more information about the company that's selected in the upper pane. It's divided by two tabs that list the backup and accountant link files respectively.

The upper pane contains the following information:

The lower pane contains the following information for files linked to the selected company:

Backup files that are imported into ADM are listed under the Backup tab. Accountant Link files are listed under the Accountant Link tab.

In the bottom left-hand corner of the window the number of companies is stated.

To hide the lower pane, click Hide Details, or to bring the lower pane back, click Show Details.

Import

You can use the import option to add client data by either browsing to a backup (*.001) file, or an accountant link export (*. sae) file. This file can be located anywhere on your computer, your network or USB drive.

1. Open the Accountants' Dataset Manager then click File Import and click Import.
2. Select the appropriate option:
   • Import a Backup or Accountant Link file
   • Add a company that already exists on the network
3. Click Browse to browse to the required backup, accountant link file or company on the network then click Next.
4. If prompted, choose where you want to store your company then click Next.
5. If you've worked with this client in the past and already have their company on your computer, select to either Create a new company or Overwrite an existing company..
   
   If prompted, if you've more than one company with the same name, select which one you'd like to replace then click Import.
   
   
6. Click Finish.

If you prefer, you can drag and drop the backup or accountant link export file directly into the ADM console. The Accountants' Dataset Manager File Import wizard appears and you can proceed from step 2 above.

Standard licence limitations apply so you may only create as many companies as you're licensed for. If you've a 25 company licence, this applies across Sage 50 Accounts and not per version of Sage 50 Accounts.

Browse

If you're working across a network and want to add a number of companies that already exist on your network to your own company list, you can use the Browse option to search for the companies.

• Enter or browse to the folder you want to search then click Start and from the list of companies found, select the companies you want to add and click Add.

Companies which already exist in your own local company files are inactive.

If required, you can minimise the window so you can continue to work while the Browse to Companies option is running.

Open

When you select a company and click Open, the client's company data opens in the applicable version of Sage 50 Accounts. To continue, enter your usual Logon name and Password that you use to access your client's data. Alternatively, you can double-click the company in the list.

If you try to open a company using ADM while you've another company open, you're prompted to save your progress and close Sage 50 Accounts before you change companies.

Email

Because it integrates seamlessly with your email software, you can use ADM to email backups files or accountants link files to your client with a single click. ADM generates the email with the files as an attachment, and a subject line pre-populated with your client's company name. All you need to do is enter their email address then click Send.

Remove

You may sometimes add a company to your company list in error or need to remove a company you've previously used.

To remove a company from your own list:

• Select the Accountants' Dataset Manager company then click Remove

This doesn't delete the company data files, it only removes them from your list.

Delete

CAUTION: The Delete option permanently deletes files so you should use this option with caution.

You may sometimes need to delete old companies or old backup and accountant link files that you've used in the past, and don't need anymore.

To do this quickly and easily:

1. Select the required company, backup file or accountant link file and click Delete.
2. Click Yes then click OK.

Refresh

If you create a new company in Sage 50 Accounts, while ADM is open, it doesn't appear until you refresh the list. If you can't find a company that you're expecting to see, to add it to the list click Refresh.

Go To

To open a specific version of Sage 50 Accounts in the standard way, and see the company list for that version, use Go To.

Click the Go To menu, then click the version of Sage 50 Accounts Client Manager you want to open.

1. Open Sage 50 Accounts, then click Tools.
2. Click Activation then click Upgrade Program.
3. Enter your Client Manager serial number and activation key then click Continue.

Search

To quickly find a specific client's company in the list in the Search box enter their company name. To clear the information you've entered into the Search box click Clear.

To make it easier to find the company you need, you can also re-sort this window into any order. To do this, click a column heading.

Reports

You can use the Reporting option to create a CSV file of your client's data. The following information is recorded:

• Company name
• Software version
• Client contact name
• Postal Address
• Contact number
• Fax number
• Email address
• Website address
• Data path
• Count of clients per Sage 50 Accounts version

When you click Report, you can choose which versions you'd like to include data from.

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