Sage FAQs

Q. The user name is already in use/cannot access _____________ because __________ is already logged on?

A. From the start menu, select search, then search for all files and folders. The file you need to find is called Queue.dta and will be found in your data directory. Delete this file and you should be able to access the software. Please note: If you have a multi user version of Sage Accounts, please ensure no-one else is using Sage Accounts.


Q. What do the shortcut keys do?

A.
F1 = On-line help
F2 = Calculator
F3 = Invoice Item Line
F4 = Quick Ref
F5 = Euro/Spelling
F6 = Copy Field increment
F7 = Insert Line
F8 = Delete Line
F9 = Calculate Net
F10 = File
F11 = Control Panel
F12 = Report Designer


Q. How can I send information from Sage Accounts to Microsoft Excel?

A. You can send certain data from within Sage 50 Accounts to Microsoft Excel. You can then edit and format the data to create reports to suit your own individual business requirements.

As the data within Excel will not affect your Sage 50 Accounts data, you can customise your reports and experiment with different what if? situations.

To do this select file, office integration and choose contents to Microsoft Excel. This will send the information on screen to an Excel worksheet.


Q. How can I change the VAT code in my Sage Accounts program?

A. From the settings menu select configuration, select the tax codes tab, select the tax code you wish to change and click edit. From within this screen you can change the properties of the tax code.


Q. How can I quickly find information from my financials?

A. A search can be set up to look through each transaction on Sage Accounts and list all transactions which fit the criteria.

1. From the Financials window, click Search. The Search window appears showing a new search, or if you have previously created a search request, the last search you created or recalled is displayed.

2. If a search is already shown, click Discard to clear this information and create a new request.

3. From the Join drop-down list, choose the Where option.

4. From the Field drop-down list, select the field you require. This field is what you want to search on, for example Account Reference.

5. From the Condition drop-down list, select the condition you want to apply. The following conditions are available:

Is Equal to
Is Not Equal to
Is Less than
Is Greater than
Is Less than or Equal to
Is Greater than or Equal to
Between

6. In the Value box, enter the value you want the search request to look for when it is searching the records. Depending on the type of request a drop down list will appear for you to select a value.

If you want to add a second selection to your request:

1. Press the TAB key to move onto the next line. A second line appears.

2. From the New drop-down list, select either And or Or.

Note: When you add a second line, you need to decide whether you want both selections to be met. If you want both conditions to be met you must choose And from the New drop-down list. If you want either condition to be met you choose OR.

You can then continue to enter the selection. You can enter as many lines as you need to refine your search request so that it displays the records you are looking for.

3. When you have finished setting up your search request, you can save it by clicking Save As.

4. To apply the search request, click Apply.

5. To return to the previous window to view your search results, click Close. The window reappears with the search applied. The number of records found is displayed on the list title bar, for example 17 of 34 records matched.

These searches can also be created to look for customers and suppliers.

We want you to be happy with what you have implemented. We also run regular user seminars, based on requests from our clients that you will be eligible to attend.

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