Tips

Sage 50 Accounts

You might want to add your own Chart of Accounts just to report on specific nominal codes.  You can have numerous Charts of Accounts.

Add a Chart of Account

1. Go to Nominal codes > then click Chart of accounts.
2. Click Add and enter a name for the new chart of accounts Add.
3. Add the nominal codes you wish to, in the chart of accounts, then click Save.
4. If you are not adding all your nominal codes to your chart of accounts, or you are going to come back and finish it later, you will get a warning message “Incomplete chart of accounts.” Click OK.

Note If you do not add all the nominal ranges, the chart shows as PARTIAL in the Chart of Accounts window after saving.

Edit

You can edit any chart of accounts.

1. Highlight the relevant chart of accounts and click Edit.
2. You can change the name of the chart of accounts and add more nominal codes or delete nominal codes, change the grouping of the nominal codes as required.
3. Click Save when finished.

Delete a chart of accounts

If you have a chart of accounts that you have created that you no longer need and want to delete it.

1. Highlight the relevant chart of accounts.
2. Click
3. Click Yes to confirm that you are sure you wish to delete the relevant chart of accounts.

Set a default chart of accounts

Sage uses the default chart of accounts to populate your reports automatically.  You can change this to suit your needs if you have set up your own chart of accounts layout.

1. Highlight the relevant chart of accounts.
2. Click Make Default then click OK.

If you would like help with creating, amending, or deleting a chart of accounts, or if you need any other help with your Sage 50 Accounts, please contact us