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Beta Testing


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SAGE INSTANT ACCOUNTS - initial reactions


Forum Editor

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Now that you have installed the software it's time to start using it. Over the next few days please experiment. Explore the software's functions and features, and find out how intuitive it is - do you find your way around fairly easily, or are there things which baffle you?

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jjss

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I hear what you say, but surely that defeats the object. If I had a large data base of info, it would seem a lot of work to reload "yesterday's" backup data just for a simple transposal error when a simple correction tool could be made avalible. To delete a complete database would be drastic, or am I still missing something...

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Chaz10

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I found the setup very easy to complete, very clear just entered company details inc VAT etc and was ready to go in approx 2 mins. First thing I did was to enter some customers in the "New Customer" file and enter Products into the database , once this was done invoicing was a breeze, took approx 5 seconds to make a invoice, I have used some Sage products in the past but this is by far the easiest.

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ajm

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Opening the Practice Data shows errors when logging in. After entering the logon details error message says "user MANAGER is already logged in on machine HPWIN7_10904" and closes.

Opening the Demonstration Data sems to be working fine.

I will soon be entering my own business acccounts in Sage alongside to what I am currently using MS Accounting Pro

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mark2

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Have created supplier and customer database, entered some purchase invoices, I like the batch invoice method,had trouble finding where to enter credits, look under suppliers, then change view from supplier process to suppliers.

jjss there is an option to rebuild when exiting and running backup but this will DELETE all your data, enable you to start from scratch.

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woody

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Pine Man
Thank you for confirming the box's are - ok/cancel - i can not see those words but i did guess -from trial/error!

I do get the main page with slider bars.
I am referring to above the main page but not at the very top.The items are - back/forward/stop/refresh etc.I can only see the top portion of the word.

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Newuser38

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Worked through set up of company, suppliers,customers and tried quote, sale invoice etc. I wanted to set up a not registered for VAT operation and have not found that yet. Also wanted to include service and supply in a quote and found it came up as 2 quotes.I wanted to try the demo and the practice.(I think this is probably a must to understand the detail of the program but kept getting advised you cant do it when other windows are open) Will start practice operation from scratch later. Overall at first go I found the whole thing a bit cumbersome.

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Pine Man

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If I go to tools/options I get the Options window open with six tabbed headings - and two boxes at the bottom - OK and Cancel.

If I open any of the weblinks they open in a 'browser' with a slider bar on the right enabling me to scroll from top to bottom of the page.
The Welcome page does, however, refer to v14.

Generally - I was surprised that I had to go and look for the password set up rather than being offered it at startup and even more surprised that it didn't work with either 'demo' or 'practice'. Both need their own logon and password - strange!

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woody

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When the program is started for the first time it should open the "Activation" window.
No other choices should be offered till the activation is completed.
Allowing other choices ,"Logon" for example,only causes unnecessary confusion.
Once logged on the program should allow movement between all parts of the program.
I found that by switching between different parts of the program meant I had to keep logging on - very frustrating.
Menu bar across top - file edit etc. click on "tools" opens another menu with "options" at last but one - click on that and I can only
see part of window.
At the bottom (of options)there are two box's -I can just see a small part of top of box's but not what is typed in them.
Now we click on "Weblinks" and most pages listed under "Weblinks" do not show correctly.
Click on "Welcome to Sage" and the menu bar shows -back - forward etc but only shows the top three quarters of the printing - the rest of the page seems ok.It does however refer to sage 14 - not 16.

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jjss

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Set up customer & supplier base, no problems, straight forward enough.

Went to sent up Bank Details and opening balances and made a simple transposal error in opening balance. Tried to correct the error but couldn't get control. Went through the correction process, (having first looked through the help menus), the box to 'edit' is greyed out in the account details and therefore I can't edit the error. Tried to delete the account to start again, Sage wouldn't let me.

I appriciate that Sage may be trying to stop me from making a "fatal misstake", but there must be some way of correcting simple basic errors, maybe I just haven't found the answer yet...

Time to do some more digging into the help menu.

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Pine Man

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I actually converted a Money file into excel and then tried to import it but I didn't seem to get any indication about where I was importing it to. ie into the bank account. I went ahead anyway and never did find the data!

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