How Do I: Sage 50 Basics and Moving Around

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Basic Procedures

• Start Sage 50
• Exit Sage 50
• Register Sage 50
• Explore a sample company
• Set up a new company
• Check spelling in Sage 50
• Set up a new record
• Fast add a new record
• Edit a record or transaction
• Look up records or transactions in a list
• Find a transaction
• Copy a transaction
• Delete a record or transaction
• Use Auto Complete text fields
• Add or remove a line item in a record or transaction
• Set up and use custom fields

Navigation Bar and Navigation Centers

• Use the Sage 50 Navigation Bar and Navigation Centers
• Customize Shortcuts on the Navigation Bar
• Customize the Business Status Center (Sage 50 Premium Accounting and higher)
• Customize My Dashboard
• Customize account balances in the Navigation Centers

Global Options

• Set up global options for Sage 50

• Change the Sage 50 color scheme

Memorized Transactions

• Enter and use memorized transactions
• Memorize existing transactions

Task Window Templates

• Select a task window template
• Design a task window template
• Copy a task window template
• Edit a task window template
• Delete a task window template

Recurring Entries

• Create a recurring entry
• Edit a recurring entry
• Delete a recurring entry

Moving Around

• Use the keyboard
• Work with Sage 50 windows and dialog boxes
• Use Sage 50 keyboard shortcuts
• Display the Start screen when Sage 50 opens

Published: March 21, 2017
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