System

Related topics

Register Sage 50

Set up global options for Sage 50

Set up user records, passwords, and roles

Remove user and password security

Back up company data files

Restore company data files

Import/export company data

Read about user access to information in the Navigation Centers

The Sage 50 System Navigation Center displays sections with access points to functions that help you maintain your company data and keep your system up to date and functioning properly.

You'll also see helpful indicators on some sections that show statuses such as if it's time to make a backup or if you're running low on disk space.

You can customize the System Navigation Center by adding or removing sections.

  1. With the System Navigation Center displayed, click Customize this page.

  2. On the Settings dialog:

    Check the sections that you want to appear on the navigation center.

    Uncheck the sections that you don't want to appear on the navigation center.

  3. Click OK..

System Navigation Center Sections

These are the sections that are available for the System Navigation Center. Select a section below to see details about that section.

Use this section to make sure you have a current backup of your company data and to restore a backup, if necessary. This helps you minimize data loss if your company data is somehow damaged or deleted.

Back Up Data

You can create a backup of your company data from this area. You can also see when your last backup was made. It's important to make regular backups to minimize data loss if your data gets corrupted or deleted.

Select Automate Backups from this area to schedule backups to occur automatically. When you use Automatic Backup, you don't have to remember to run backups and they can be run at times when no one is using Sage 50, such as 2 am. Tell me more about Automatic Backup.

You can restore a backup that was previously made by clicking Restore Now. If your data gets corrupted or deleted, this allows you to restore it to a previous state.

Use this section to quickly see company information without having to open the Maintain Company Information screen. You can also change your password along with other user management tasks.

This area displays information about your company including state and federal employer IDs, the company data location, and which accounting and posting methods your company uses.

This information is also found on the Maintain Company Information screen which you can access by clicking Edit Company Information.

You can change your password, set up user security, and open the User Login Manager from this area.

Use this section for verifying your data, viewing the error log, and running the Internal Accounting Review.

You can run data verification from this area. You can also see when your data was last verified. You'll see an attention indicator if it's been more than 90 days since your data was verified. Why should I verify my data?

The error log shows the last 50 Sage 50 error and information messages that have been displayed for all Sage 50 companies and users, not just the current company and user.

You can run the Internal Accounting Review from this area. You can also see when the Internal Accounting Review was last run. If it has been more than 30 days since the Internal Accounting Review was run, you'll see an attention indicator. Why should I run the Internal Accounting Review?

Use this section to make multiple customers inactive, run year-end procedures, archive your data, and import/export data.

You can make multiple customers and vendors inactive from this access point instead of going to the maintenance windows and making them inactive one at a time. Making outdated customers and vendors inactive allows you to exclude them from lists and delete them during the purge process.

Sage 50 allows you to have two years open. You can only enter data in open years. To enter data in a new year, you'll need to close the first of your two open years. Tell me about the Year-End Wizard.

Purging data allows you to remove old transactions and inactive records from your database. This cleans up your company and improves performance. Tell me more about purging data.

Import/Export is a way to add data to or copy data from your Sage 50 company. Tell me more about Import/Export.

Archiving data allows you to keep a read-only copy of your company data for future reference. This is like taking a snapshot of your company at a particular point in time. Tell me more about archiving data.

Use this section to check your computer's memory and disk space. You'll see a warning indicator if you don't have enough memory or disk space for Sage 50 to run properly.

You can also check for Sage 50 updates from this section.

If you notice that Sage 50 is running slowly, you should check this area to see if increasing your computer's memory would help.

Note: If you are using a virtual machine, the Total RAM shown in this area may not be correct.

If you notice that Sage 50 is running slowly, you should check this area to see if increasing your computer's disk space would help. How can I free up disk space on my computer?

Updates

This area gives you an easy access point to check for Sage 50 updates. You can also see if any updates have already been downloaded and will be installed when you close Sage 50.

Note: If you are on a network, updates must be installed on the server before they are installed on the workstations.

Use this section to quickly see details of your current subscriptions.

Plan (Subscription) Details

This area displays your current subscription level and the date of your auto-renewal.

Payroll Licensing

This area tells you if you have full payroll (includes payroll formulas), manual payroll, or no payroll access. You can also see the number of employees you can process payroll for. If you are enrolled in e-filing, you can also view the number of subscriptions you have.