Solution Properties
Solution ID:
200427112405708
Last Modified Date:
Mon Sep 16 15:38:55 UTC 2024
Taxonomy Path:
Case category//How do I...//setting up
Author:
[email protected]
Company setup
Description

The first thing you need to do in Sage 50 Accounts is set up your company. It's easy to do and the amount of time it takes depends on how much information you want to enter. You don't have to do everything at once, if you prefer you can enter what you need to get started and pick it up again as and when you want to.

 

Cause
Resolution

NOTE: When you complete the Active Setup wizard, if a login window appears, enter manager as the logon name, plus any password you set and click OK.

Customise your company

When you first open Sage 50 Accounts, after you complete the Active Setup wizard and log in, a Customise your company window appears. Here you can enter default information which saves you time later when you enter records and transactions.

It covers:

  • Customer and supplier defaults, such as the default nominal codes
  • Bank defaults that are common to all of your bank accounts
  • Product defaults, such as the default tax code
  • Financial defaults, such as VAT settings, departments and budgeting
  • Administrative defaults, such as access rights and email defaults

We recommend you follow through Customise your company at this point, selecting each area in turn and entering your default information. However, you can go back to it at any time by clicking Help then click Customise your company.


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