Sage Line 50 tutorial is designed for book-keeping software, in this blog we will teach you how to use this software. In sage line 50 blog you will learn about how to install and operate Sage Line 50 and how to install on network.

Copy your Favourites to a new location

Within Sage 50 Accounts you can add reports you use frequently to a list of favourites. This means you can run those reports straight from the Favourites menu rather than browsing to the relevant reports area.

The reports listed in the Favourites menu are stored in the folder C:\Documents and Settings\USER NAME\Local Settings\Application Data\Sage\Sage Report Designer 2007\SageLine50vxx, where USER NAME is the user name logged in on the PC and xx is the version of the Sage 50 Accounts software. This folder is not automatically backed up with your Sage data, and therefore, if you reinstall Sage 50 Accounts on a new PC and restore the data, the Favourites are not recreated automatically. Also, as the Favourites list is stored in the local settings directory for the user name, if a different user logs in on a PC they will not automatically see the Favourites created by the first user.

To ensure that your Favourites list appears, you can create a new Favourites list or copy a Favourites list from another PC or user name.

To copy the Favourites folder from another PC or PC user

To follow the steps in this section, Windows must be set to display hidden files and folders. To do this, open My Computer, open the Tools menu then choose Folder Options. Click the View tab, within the Advanced settings pane select the Show hidden files and folders option, click Apply then click OK.

Windows Vista - To display the Tools menu, press the left Alt key.

On the PC from which you want to copy the Favourites folder, open My Computer.

Windows Vista - Open Computer.

The My Computer window appears.

Browse to the following folder:

C:\Documents and Settings\USERNAME\Local Settings\Application Data\Sage\Sage Report Designer 2007\SageLine50vxx

Windows Vista - Browse to the folder C:\Users\USERNAME\Local Settings\Sage\Report Designer 2007\SageLine50vxx

Note: USERNAME refers to the user name of the person who set up the Favourites list and vxx refers to the version number of your Sage 50 Accounts software, for example v15. To check the version number, within Sage 50 Accounts open the Help menu and choose About.

The Favourites folder appears.
Right-click the Favourites folder then choose Copy.
The Favourites folder and its contents are copied to the Windows clipboard.

Browse to a shared area on your network, or to a portable storage drive such as a USB pen, then right-click and choose Paste.
The Favourites folder is pasted to the shared drive or storage drive.

On the new PC, open My Computer, browse to the shared network drive or the storage device and double-click the Favourites folder.

Note: If you are copying the Favourites from one user name to another on one PC, this step is on the same PC as the previous steps.

The contents of the folder appear.
Open the Edit menu and choose Select All, then open the Edit menu and choose Copy.
Windows Vista - To display the Edit menu, press the left Alt key.
The contents of the Favourites folder are copied to the Windows clipboard.

Browse to the following folder:

C:\Documents and Settings\USERNAME\Local Settings\Application Data\Sage\Sage Report Designer 2007\SageLine50vxx\Favourites

Windows Vista - Browse to the folder C:\Users\USERNAME\Local Settings\Sage\Report Designer 2007\SageLine50vxx\Favourites

Note: USERNAME refers to the user name of the person who requires the copy of the Favourites list and vxx refers to the version number of your Sage 50 Accounts software, for example v15. To check the version number, within Sage 50 Accounts open the Help menu and choose About.

The Favourites folder opens.

Note: If the Favourites folder is missing, to create a folder, right-click and choose New then choose Folder. Rename the folder to Favourites then to open the folder, double-click it.

Open the Edit menu and choose Paste.
Windows Vista - To display the Edit menu, press the left Alt key.
The report files are pasted into the Favourites folder.

To close My Computer and return to the Windows desktop, open the file menu and choose Exit.
You have now copied the Favourites to a new PC or new user name and the Favourites list is now accessible within Sage 50 Accounts.

How to merge Sage 50 Accounts 2009 data with Microsoft Word

To create a new Microsoft Word document from within Sage Accounts
Open the relevant module, for example, Customers then select the records to be exported to Microsoft Word.
The selected records are highlighted.
From the File menu, choose Office Integration, Contents to Microsoft Word, then choose New Document.

A new Microsoft Word document opens.
Complete the Microsoft Word document, adding your Sage Accounts fields as detailed below:

To view the list of fields that can be used, from the Microsoft Word toolbar, click Insert Merge Field.

A drop-down list appears, displaying all of the Sage Accounts fields that can be merged with Microsoft Word.

Note: The fields available to merge are from the Customer or Supplier Records and are not transactional.

To insert a field, place your cursor at the relevant place on the document then from the Insert Merge Field drop-down list choose the required field.

Once completed, your document appears with the fields that are to be updated during the mail merge appearing in brackets, for example,

To save the document, from the File menu, choose Save As, browse to the required location, enter a file name then click Save.

You have now created and saved a new Microsoft Word document and inserted the required Sage fields.

To open and edit an existing Microsoft Word document via Sage Accounts

Open the relevant module, for example, Customers then select the records to be exported to Microsoft Word.

The selected records are highlighted.

From the File menu, choose Office Integration, Contents to Microsoft Word, then choose Open Document.

The Open window appears.

From the Open window, browse to and select the document that you want to open, then click Open.

If your document does not contain merge fields, this is the only document that opens. If your document already contains merge fields then both the template and the merged document open.
Close the merged document.

The template appears.

Amend the template as required, adding your Sage Accounts fields as detailed below:

To view the list of fields that can be used, from the Microsoft Word toolbar, click Insert Merge Field.

A drop-down list appears, displaying all of the Sage Accounts fields that can be exported to Microsoft Word.

Note: The fields available to merge are from the Sage Accounts records and are not transactional.

To insert a field, place your cursor at the relevant point on the document, then from the Insert Merge Field drop-down list, choose the required field.

Once completed your document appears with the fields that are to be updated during the mail merge appearing in brackets, for example, balance.

To save the document, open the File menu, choose Save As then browse to the required location for the document, enter the required file name and then click Save.

You have now edited an existing Microsoft Word document and added the relevant Sage Accounts fields.

To merge your Sage Accounts data into Microsoft Word

Open the relevant module, for example, Customers then select the records to be exported to Microsoft Word.

The records are highlighted.

Open the File menu and choose Office Integration, Contents to Microsoft Word, then choose Run Mail Merge.

The Open window appears.

From the Open window, browse to and select the Microsoft Word document that you want to open.

The Mail Merge runs based on the selected records and the selected Microsoft Word document.

When the Mail Merge is complete, two documents open. The first is the mail merged document, and the second is the template on which the document is based.

To save the merged document, open the File menu, choose Save As then browse to the required location for the document, enter the required file name and then click Save.

The document saves.

To close the document, open the File menu then choose Exit.

The document closes.

To close the template, open the File menu then choose Exit and when prompted to save the changes, click Yes.

You have successfully completed the mail merge and created the required documents.

This small tutorial is submitted by MSF Associates Limited, if you are interested to send me some tutorial of sage line 50 with your firms name I am happy to do on this blog.

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