As a general rule you should choose the computer that you'll use most often to act as the server because this computer must be switched on before the client computer can connect to the data files. Alternatively, you may have a computer in the office which is already used specifically as a server by other software. Install Sage Accounts on a server

You can reconcile all items in one go, by pressing swap and match and reconcile, but don't do this yet. A client demonstrated to me a few years ago the way Sage had advised a bank rec should be done, and I nodded off half way through her demo. The fact is, she does an excellent job reconciling her bank account. She could do it in half the time if she ignored half the balances shown on the rec screen, but to be fair doesn't have my accounting knowledge or confidence. More information about your upgrade options here *** One-off perpetual licences for Sage Instant Accounts only available until Sunday 30th April 2017 *** You need to copy SAGE.USR from your Sage Settings folder to the Company folder that holds the Sage Data you are accessing. Get the skills you need to run Sage 50 Accounts with this flexible online e-learning course. You can learn how to use Sage 50 Accounts within as little as six hours, and you’ll have access for 12 weeks from the day you start.I'm trying to figure out why the net balance of all the entries through the bank in Sage (and there are so many!) isn't the same as the latest balance on the bank account in Sage? If you use your Adept Add-On with Old Sage 50 v20 or earlier then Annual Renewal fees will not be collected until you decide to upgrade to a newer version of Sage 50 During the renewal month your Add-On will show a blue light bulb to warn you that the renewal is due.

Once the renewal month has been passed your Add-On will automatically show its Licence Dialog and not proceed any further until the Renewal Fee is paid. Tip: If you're using a 64 bit operating system, the default path is C:\Program files (x86)\Sage\Accounts

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The blue light bulb feature is dependant on the version of your Adept Add-On (as shown in its About Dialog) being at least v22.x.x. To link your client computer to the data on your server computer you must first share a folder on the server, making it visible to the rest of the network. However, if you have recently bought a new computer with Windows 10, your old Sage version will not install on your new computer.

If your VAT period has a 30 April 2022 end date, your first VAT quarter under MTD for VAT starts on 1 May 2022. Sage E-learning courses are flexible online courses that you can access online whenever and wherever you like. They're completely flexible, and allow you the freedom to learn in your own time, at your own pace. To complete the installation and launch Sage Accounts > Launch Sage 50 Accounts or Sage Instant Accounts. If you’re an agent/accountant, there are several things you’ll need to do to help your clients comply with MTD for VAT.Also, Is there any facility in Sage Instant that will allow you mass-clear some or all those unmatched transactions and effectively create an opening balance at 1/4/14 which matches the closing balance in the published 2013/2014 accounts? Sage Instant Accounts E-learning helps you get to grips with the main features Sage Instant Accounts, from installation to day-to-day functionality. There are then 3 questions I've never understood once you press that button, and I can't be bothered to work out what they mean. So I tell everyone to press the button in the middle and that's that. Note: Sage Accounts uses a data service to control the flow of data. You must install and run this service in the same location as your data. If your data is held on a server that doesn't have a copy of Sage Accounts, you must install the service first. For more information, please refer to article .

I still don't quite understand what the relationship is between this "balance per books" box and the balance I can see on 1210 - it feels to me as though that should always be the same anyway, regardless of whether the account is reconciled or not, as it's based on the same figures? Knowledgeable compliance specialists that work with HMRC to keep you up to date on tax and compliance In my simple mind, if you made an entry that affected account 1210, I'd expect both the "balance per books" number and the balance on 1210 to change at the same time and therefore always show the same balance. But that changed in April 2022, when the mandation of MTD for VAT for those businesses began. Running a VAT registered business and new to MTD for VAT? Note that using MTD for VAT-compatible accounting software doesn’t automatically mean you’re compliant.Managing your cash flow is important to ensure you have enough money coming in to cover your outgoings. The Credit control and managing your cash flow area explains what's available to help you manage your credit control and keep a close eye on your cash flow. Having installed the software on your client computer, you need to connect to the data on the server. I'm fairly new to Sage though I'm an industry accountant and have used ERP systems so I'm reasonably happy with what I'm doing. I am at a stage where the Sage bank account (1210 in this case) for each month end since April agrees exactly to the relevent bank statement so I know they reconcile in real terms. Before you spend time on this ask yourself if there are lots of questionable items elsewhere that make you doubt both the payroll and other items. If there aren't then roughly work out the reconciling items at the end of the last month of the 2014 accounts, and move everything else to the reconcile area. At the top of the 2nd half of the screen it says last reconciled balance and that is the same as the Book Balance as my bank account is fully reconciled. It wouldn't be the same if I had some unreconciled items of course. The last reconciled balance should agree with a bank statement.