1. Check your software is compatible You can check your current version and find your serial number within your software in Help and About. Things to consider when using Sage 50 Accounts v27. If you haven't yet installed your update and you're still using Sage 50 Accounts v27, there are certain procedures we recommend you only complete at the main site. - Large processes - we recommend that any large processes, for example, year end, clear audit trail, maintenance tools etc. are carried out at the main site
- Attachments - when adding attachments to customer and supplier records, you must add these at the main site as these do not sync when added from a remote site
- Direct Bank Feeds - you can only use direct bank feeds at the main site
- GoCardless - you can only use GoCardless/Direct Debit manager at the main site
- Microsoft 365 integration setup - you can only set up Microsoft 365 integration at the main site. However, once set up, you can use all Microsoft 365 integration features at the remote site except for document storage
- Company Preferences - You can only amend your company name, address, telephone and VAT registration number details at the main site
Install the latest update, open the Help Centre >
2. Internet speeds Check that you have the minimum Internet speed to use Remote Data Access: - 4Mbps download speed
- 2Mbps upload speed
 NOTE: For the best results we recommend you use a wired Internet connection.
Check using an online site such as www.speedtest.net You'll also need: Encryption passphrase - If you're setting up Remote Data Access you'll need to create a passphrase and enter it when accessing your company data remotely. Sage account (formally Sage ID) login - Each individual remote Sage user that uses Remote Data Access should have their own Sage account login. Don't worry if you haven't done this yet, we'll cover this in the next guide. 3. Check the volume of data NOTE: If the total size of your Sage 50 Accounts data files exceeds 4000MB, you may experience issues using Remote Data Access. There's no numerical limit to the number of transactions or records you can enter into Sage 50 Accounts. The capacity is only limited by the amount of disk space and memory available on your computer. The following numbers are for guidance only. We cannot give a specific limit as it depends on several factors including data size, network speed, number of concurrent users etc. As a rough guide, we recommend that to optimise performance you have: - Fewer than 250,000 splits (transactions)
This assumes that transactions are reasonably spread across all records within a certain module. For example, it wouldn't be recommended to have 1,000,000 transactions posted to only one nominal code or customer record - Fewer than 50,000 invoices
- Fewer than 50,000 sales orders
- Fewer than 50,000 purchase orders
- Fewer than 5,000 customer records
- Fewer than 5,000 supplier records
- Fewer than 20,000 product records
- Fewer than 2,000 project records
To check these, click Help then click About. The number of records appears in the Data Information section. If you have more than the recommended number of transactions or records, we recommend that you reduce the numbers to fewer than those specified above. You can delete old invoices and use the Clear Audit Trail option to remove old transactions.
4. Remote Data Access Once you've confirmed your software and internet speeds are suitable for Remote Data Access, you can set up or access your data remotely. Select the option you need: [BCB:191:UKI - #GetMoreFeedback:ECB]
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