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Accountants Dataset Manager - The basics

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Summary

With Accountants' Dataset Manager (ADM), you can get a centralised view of your clients' data from Sage 50 Accounts.

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Benefits of ADM

With ADM, you can access all your clients' data from a single list in the ADM console. Use ADM to install various versions of Sage 50 Accounts Client Manager. Install as part of the ADM installation or at any point after you install it.

Before you begin

You can only integrate ADM with copies of Sage 50 Accounts that have a Client Manager registration.

With ADM you can control the receipt, restore, and return of your clients' backup and accountant link files. When you receive a backup from a client, you just need to import the file into ADM.

To save you time, ADM automatically:

  • Detects the version of the software the data originates from
  • Creates a new company in that version in ADM
  • Restores the data into that company

Using ADM

After you install ADM, a new shortcut shows on your desktop. To open ADM and view the console, double-click this shortcut. See our Using Accountants' Dataset Manager (ADM) article for more information.

Sage for Accountants

Discover how Sage for Accountants can help you get work done faster, save time on admin tasks, and more.

Find out more

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