Select a task or view a list of tasks that you can perform in these settings windows:
Information - Record your company address and contact information, and the dates for current and historical fiscal years.
System - Use cheque numbers as the source on cash purchases and sales, set up the earliest transaction date allowed, allow transactions to be dated in the future, and change your cash accounting date. In Sage 50 Quantum Accounting, turn on Fast Posting to speed up transaction processing.
Backup - In this window, you can set up reminders to backup your company data or create a regular backup schedule.
Features - Set up projects in your company, packing slips for shipments, and quotes and orders for customers or vendors. Allow data entry in English and French.
Payment Processing - Select the payment processing service that you use. You can use Direct Payments or EFT Direct.
Credit Cards - Set up the credit cards that your company uses and accepts.
Sales Taxes - Add, modify, and remove the sales tax codes Sage 50 Accounting uses in sales and purchases, and change a sales tax rate in your tax codes. Add, modify, and remove a sales tax, and set up tax reports to include sales tax information.
Currency - Select your home and foreign currencies, and change the way a currency
appears.
Forms - Enter the next number used for a variety of transactions, and set up batch printing of specific forms. Set up reminders to email or print a form before processing it, to check if a form number is out of sequence, or to alert you when the same invoice or receipt number is used for more than one customer.
Email - Set up the default message that appears in the forms that you email, and select the file type of your email messages.
Date Format - Set the format of long and short dates in Sage 50 Accounting, the day on which your company begins a week, and the format of dates that appear on reports or on screen.
Shippers - Set up shipment tracking, add or modify a shipping company, and remove
a shipping company from your list of shippers.
Logo - Add or change a logo on your company's forms.
Names - Add, rename, or remove an Additional Information box for transactions.