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Customise your software

Created on  | Last modified on 

Summary

Learn some time-saving shortcuts and tips to customise Sage 50 Accounts.

Description

Practice Data and Demodata

Use the Practice Data and Demodata in Sage 50 Accounts, so you can try out features and practice tasks without affecting your live company data.


Configure your toolbars and columns

To help you work more efficiently, you can configure your desktop. This includes hiding what you don't need, making the options you do use easier to find.

Configure your toolbars and columns >


Show alternate row colours on record lists

Make things easier to find when you're working with large lists of records or transactions. You can add alternate row colours to the lists in each module.

Show alternate row colours on record lists >


Selecting multiple records

If you want to select more than one record at a time. For example, you want to highlight five different suppliers at once. When selecting more than one record, there are two methods you can use:

  • Windows selection style - select multiple records in with the shift and Ctrl keys
  • Sage selection style - select records by clicking them individually

Find out more on Selecting multiple records >


Hide deleted transactions

To speed up your processing, you can hide deleted transactions from your lists, activity windows and reports. You can do this in a couple of steps.

Hide deleted transactions >


Batch Reporting

You can reduce the time you spend running reports each month or at year end, by running multiple reports at once using Batch Reporting


Batch changes

A time saving tool that lets you change multiple records at the same time, rather than amending each one.

How do I edit multiple records at once? > 


Inactive accounts

Use the Inactive flag to hide old and unused customer, supplier, product, nominal or bank records from your record lists without deleting them.

Flag a record as inactive >


Favourites and default layouts

Save time by setting the reports and layouts you use regularly as favourites in Sage 50 Accounts.

This means you don't have to search through the many reports available, or remember where each one is.

Add reports and layouts to Favourites >


Save time using function keys

Using the function keys on your keyboard you can:

  • Speed up data entry
  • Access options quicker
  • Switch between your mouse and keyboard

Configure F11 and F12

Although by default, there are routines attached to these two function keys, you can configure them to activate the software of your choice.

  1. Click Tools, then click Options.
  2. Click the Environment tab, then complete as follows:
    F11Enter the path and program file that you want to activate with the F11 function key.
    F12Enter the path and program file that you want to activate with the F12 function key.
    Configure F12 as Hide KeyTo configure F12 to minimise Sage 50 Accounts, select the Configure F12 As Hide Key check box.
  3. Click OK.