Navigation Bar
How
Do I...
The Navigation Bar appears at the left side of the Sage 50 main window
and offers access to "pages" called Navigation Centers. They provide information about and access to Sage 50:
When you click the section representing one of these Navigation
Centers, the panel to the right of the Navigation Bar displays information
related to that area of the program.
Refresh
Click to update the company data that currently appears in the main
Sage 50 window. If you're working in a network environment, this might
mean that you'll see changes made by another Sage 50 user or users working
in the system.
You may have to wait a moment for the information to appear; Sage 50
will automatically refresh a Navigation Center whenever you select it.
Note: If you have selected Update the Business Status and Navigation Centers only when the Refresh button is clicked in Global Options, Sage 50 will not automatically refresh the Navigation Center. You will need to select the Refresh button to update the information.
Security Settings
The information and access points you see in the Navigation Center are
controlled by your user security settings. Depending on these settings,
you may see more or fewer features in the Navigation Centers than other
Sage 50 users. For a better understanding of security settings and how
they affect your access to parts of Sage 50, see your administrator.
Limiting access to the Navigation Centers:
If you're the administrator for Sage 50 security, you can decide what
sections of the Navigation Center a user can view and/or work with. Tell me more about this.
SmartPosting Status Indicator: If you are using SmartPosting, you will see a status indicator below the Shortcuts letting you know if SmartPosting is running, stopping, stopped, or stopped due to an error. If you are not using SmartPosting, you will see an Activate SmartPosting link which will take you to the Maintain Company Information screen where you can select to use the SmartPosting posting method. Tell me more about SmartPosting.
You can make any of the Navigation Centers
the default page. Whichever one you set as the default page will appear
each time you open the current company in Sage 50. To set a default
page,
- Right-click the section
representing that page. For example, if you want to set Customers
& Sales as the default page, right-click this section of the
Navigation Bar.
- In the menu that
appears, click the Make this the default
page option.
The name of the currently selected area appears
in a >Selection Bar> at the top
of the window, directly below the Menu Bar. This Selection Bar also contains
the Search Help text box and button,
which provide quick access to the Sage 50 Help index.
Just type in a word or phrase you want to look
up, and click the Go button. Sage 50
will pop up the Help window, with the Index
tab to the front, and display the most closely matching word or phrase
in the index.
Right below the Selection
Bar is another bar containing a group of buttons that let you work
with the Navigation Centers displayed in the Sage 50 window. There are
also buttons that let you change the system date and current accounting
period.
At the bottom of the Navigation Bar is a section
entitled Shortcuts. For each new
company, the Shortcuts section
displays .
They take you quickly to Sage 50 windows that you'll use in your business
on a day-to-day basis. Just click the link, and the relevant Sage 50
window will appear.
Customizing Shortcuts
You can also customize Shortcuts
to match the needs of your business. You can choose which shortcuts you
want to appear here by either clicking the Customize
link OR by clicking the right mouse button beside an individual shortcut.
When you click the right mouse button, a menu appears
with two options:
Remove:
Click to remove the shortcut altogether.
Customize:
Click to customize the shortcuts. The Customize
Shortcuts window appears, giving you options for changing the Shortcuts section.
More Shortcuts
If you add more than ten shortcuts, you'll
see a More Shortcuts link at the
bottom of the bar. Click this link, and the additional shortcuts will
appear on an second menu to the right of the Navigation Bar.
Related
topics
Sage 50
Window Basics
Sage 50 Keyboard Shortcuts
Sage 50 Lookup Lists
Basic
Sage 50 tasks: How do I...
Set up a new company
Set up your chart
of accounts
Set up a customer
Set up a vendor
Set up an employee
Set
up users, passwords, and access rights
Set
Up users, passwords, and user roles
Enter a
product invoice
Receive payment
from a customer
Pay vendors or enter payments for
purchases
Pay employees
Reconcile
an account
Import a
bank statement into Sage 50
Print a report
or financial statement
What
do you want to do next?