I’ve been upgrading our accounts system from an older version of Sage Line 50 to Sage Accounts 2012. Overall it has been quite a smooth process but there were a couple of problems I came across which are described below with the way we got around them. There have n’t been many things in the user interface that have impressed me. When doing a customer receipt it does bring the bank account up which is useful to stop accidently putting the receipt against the wrong account.
My main grumble has been that scrolling up and down and selecting does n’t work the same as every other program in the world which is intensely annoying. There is no change in 2012.
The problems I found were:
1) Custom reports seemed to have disappeared
2) All accounts were set to use transaction email which is not a system we use.
The first of these was easy to fix. We have our accounts data on a network drive and had saved the custom reports there but Sage 2012 did n’t find them. The work around was quite easy, open the Report Designer from the Tools menu, browse to the folder with your custom report and open it. Then use Save As and save the custom report to the default folder location. When I have a bit
more time I will try to work out how to change the default folder.
The second problem with transaction email looks more significant. Every account had an option in the email section for “I send invoices to this customer via transaction email”. This was n’t in our old version and had become set on every account. We eventually found a way to turn it off using batch change. Highlight a number of accounts, click Batch Change, tick the box and then untick it. Click Save. Hopefully this will have turned it off on all the accounts you selected.
Good luck if you are going through the same upgrade.
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