Available in Sage 50 Accountant Edition.
Accountant's Copies From Clients
You must be using Sage 50 Accountant Edition to open an Accountant's Copy file and enter general journal entries. Companies can only be opened in single-user mode from accountant's copies.
This feature allows you to open accountant's copy files from clients and add entries to the General Journal while the client continues to use their company's data. When you have finished making general journal entries, you export your changes to another file for your client to import.
If your client has not set user rights for the accountant's copy, you have view access to everything and edit access to the General Journal. This means that you will be able to:
- Create new entries in the General Journal.
- Adjust any entries you make in this accountant's copy.
- Post General Ledger transactions to the current year and prior year.
You cannot:
- Advance the company to a new fiscal year (if you do not want your client to advance their company into a new year while you are working on the accountant's copy, you will need to discuss this with them).
- Make adjustments to entries that you did not create in the General Journal.
- Consolidate a company using the accountant's copy. This must be done with a complete copy of the company's data.
Your client can import entries that fall within:
- Their earliest transaction date and fiscal year end for the previous year, and either
- Their earliest transaction date and calendar year end or fiscal year end for the current year (whichever comes first), or
- If your client has set Sage 50 Accounting to allow transactions in the future, their earliest transaction date for the current year and any time in the future.