Buttons

Related topics

Find the keyboard shortcuts to toolbar buttons

Use buttons in the Home window and in record windows and transaction windows to perform common actions, such as opening and backing up company files, navigating between records, printing or emailing transactions, and changing settings.

Whenever you move the mouse pointer over a button, Sage 50 Accounting displays a description of the button.

Toolbar buttons in Enhanced view of Home window

Toolbar buttons in Enhanced view
Click this button	To
Open company	Open file of an existing company.
Backup	Create a backup file of the company that is currently open.
Daily Business Manager	Open the Daily Business Manager.
Close Other Windows	Close all Sage 50 Accounting windows except the Home window.

Toolbar buttons in Classic view of Home window

Toolbar buttons in Classic view
Click this button	To
Open company	Open file of an existing company.
Settings	Open the Settings window for the module that is currently open.
Change session date	Change the session date.
Daily Business Manager	Open the Daily Business Manager.
Checklists	Open the built-in checklist of your regular tasks.
Select a Report	Select a report that you want to create.
Advice	Display a list of advice topics to help you with business decisions, and to display management reports.
Sage 50 Forms Designer	Select a form to use or customize.
Upload Direct Deposit	Upload a direct deposit file to your direct deposit service provider for processing.
Switch to French	Switch the language display.
Close Other Windows	Close all Sage 50 Accounting windows except the Home window.

In a Record or Transaction window

Toolbar buttons in a record or transaction
Click this button	To
Adjust	Automatically adjust an invoice.
Allocate	Assign revenues and expenses to a project.
Bring Home window to front	Bring the Home window in front of other windows.
Cancel backordered quantities	When converting an order into an invoice, use this button to delete the items in the back order column.
Create	Create a new record.
Email	Send current transaction to vendor or customer's email address.
Fill backordered quantities	When converting an order into an invoice, use this button to quickly fill the Quantities column in the invoice with the amount back ordered.
First	In a record window, Sage 50 Accounting stores your records in alphabetical order. Go to the first record in the list by clicking this button.
Include fully paid ...	Display fully paid transactions, deposits, or prepayments in the payment window when you record a payment. If this button is not turned on, you only see invoices and bills that have balances owing.
Look up...	Find an old invoice, payment or other transaction, so that you can check information or fix an error.
Print	Print the current record.
Remove	Delete the selected record.
Store and Recall transaction	Store a recurring transaction by clicking the Store button, and then recall that transaction whenever you need it with the Recall button.
Undo current transaction	Discard all changes to the record or transaction. This allows you to start again without closing and re-opening a window.
(Off) (On) Pushpin	If you are entering a group of transactions for the same customer or vendor, you can click this button so that Sage 50 Accounting automatically selects the same customer, vendor, or salesperson for the next transaction. A pushpin is also available for locations if you have the feature turned on. (Sage 50 Premium Accounting)
Process	If you are using non-accounting terminology, click this button to record a transaction and update the related account totals. In accounting terminology, the button is called Post.
Record	Record a transaction entry without affecting your account totals (for example, for a purchase order or a cash-basis accounting transaction.)