How Do I: Company Administration
Action Items and Events
- Set up action items and event log options
- Display events using the Actions Items Event Log
- Display a customer, vendor, or employee event log
- Enter a task in the to-do list
- Create a recurring to-do task
- Set up company alerts
- Display company alerts
- Set up Sage 50 to generate email messages when alert conditions occur
- Generate email messages when alert conditions occur
- Send alert email messages generated by Sage 50
Administrative Duties
- Register Sage 50
- Update your existing Sage 50 activation information
- Set up global options for Sage 50
- Change the default number of decimal places for data entry
- Remove question marks (????) that appear as the cash balance in the Receive Money, Payments, or Payroll Entry windows
- Hide G/L account fields in various task windows
- Change Sage 50 color scheme
- Set up user records and passwords
- Set up user records and roles
- Log in to a Sage 50 company
- Change a user's password and access rights
- Change a user's role or roles
- Set up a new role
- Copy user information to a new user record
- Copy a user role
- Delete company user records
- Delete a user role
- Remove user and password security
- Use Sage 50's audit trail (Sage 50 Premium Accounting and higher)
- Back up company data files
- Restore company data files
- Import/export company data
- Archive company data (Sage 50 Premium Accounting and higher)
- Post journal entries to the General Ledger (Batch mode only)
- Unpost journal entries from the General Ledger (Batch mode only)
- Change accounting periods
- Change the Sage 50 system date
- Payroll year-end procedures
- Close the payroll tax year
- General Ledger year-end procedures
- Close the fiscal year
- Purge unnecessary data
- Delete a Sage 50 company