Accounts
Configure your toolbars and columns
You can configure your desktop in Sage 50 accounts, to make the options you use easier to find.
To help you to work more efficiently, you can configure the desktop to hide what you do not want, making it quicker and easier to find what you do want.
You can also choose to display extra column which would be normally hidden, to suite your exact needs. You can configure:
- Modules on the navigation bar
- toolbar options within each module
- Data columns
Navigation bar
- Right-click anywhere on the navigation bar down the left.
- From the list left-click the module you want to show or hide.
- Repeat step 1 and 2 for each change you want to make.
Toolbar options
- Open the required ledger, for example Suppliers.
- Right-click the toolbar and left-click the option you want to show or hide.
TIP – the options that are currently visible on the tool bar are ticked.
- Repeat step 2 for each change you want to make.
Configuring columns
You can configure the columns in each ledger, for example, Customers and Suppliers plus other additional windows with lists or grid views.
- From the relevant window, right -click any column heading.
TIP The options that are currently visible will be ticked.
- Left click the column you want to add or remove.
NOTE: to reset the column view to the default, right-click an existing column then click Use Defaults.
Changing data order
You can change the order of your records in customers and suppliers etc.
In Sage 50 Accounts you can sort most list windows by clicking on individual column headings. Which ever heading you click the list will be sorted into ascending order and if you click the same heading again it will then sort in descending order. To sort the list back into the usual order, click the first column once.
If you would like help customising your Sage 50 Accounts or sorting your data or need any other help with your Sage Accounts, please contact us
