Requirements when using Remote Data Access

Summary

The minimum system requirements for Sage 50 Accounts Remote Data Access (RDA).

Description

RDA is a cloud service that lets you share your company accounts data securely. You and other users can access your company accounts from anywhere.

TIP: Find out more in our What is Remote Data Access? article.

Follow the checks below, whether you're setting up for the first time or accessing the company data remotely.

Check your software is compatible

You can check your current version and find your serial number within your software in Help and About.

Check you're using Sage 50 Accounts v27.2 or above
Ensure all computers are using the same version of Sage 50 Accounts
Ensure all computers meet the system requirements for Sage 50 Accounts

▼ Things to consider when using Sage 50 Accounts v27.

If you're still on Sage 50 Accounts v27 and haven't installed the update, complete certain procedures only at the main site.

Large processes - complete any large processes, for example, year end or clear audit trail at the main site
Attachments - add any attachments to customer and supplier records at the main site. This is because attachments don't synchronise when you add them at 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
Company Preferences - You can only edit your company details and VAT Registration Number at the main site

Install the latest update.

Internet speeds

Check that you have the minimum Internet speed to use RDA:

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

Sage account login

Each individual Sage user that uses RDA must have their own Sage account login.

Check the volume of data

NOTE: If the total size of your Sage 50 Accounts data files exceeds 4000MB, you can experience issues using RDA.

You can enter unlimited transactions and records in Sage 50 Accounts - any limitations are your computer’s disk space and memory. The numbers below are just guidelines, since actual limits depend on data size, network speed, and how many users are working at once.

As a rough guide, we recommend that to optimise performance you have:

Fewer than 250,000 transactions

We assume you spread transactions across different records in a module. For example, we don't recommend posting 1,000,000 transactions to a single nominal code or customer.

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:

Go to Help then click About.
Check the number of records in the Data Information section.

TIP: Transactions are called Splits in this 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.

Check transaction attachment sizes

We recommend removing any large attached files that are increasing the upload size.

Press the Windows key + E, browse to the data path you noted above.
Right-click the Transaction Attachments folder and click Properties.

▼ View image of Transaction Attachments folder

If the Size exceeds 1000MB, we recommend removing some of the attachments to reduce this.

Review the contents of this folder to locate any attachments you want to remove.
Note of the transaction number you want to remove.
In Sage 50 Accounts, delete the transaction attachments you noted.

Next steps

After confirming your software and internet speeds, set up or access your data with RDA.