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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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Proclaimer

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Try <File> <Import> Select Next from the Popup and then Nominal Accounts will allow you to pull in a CSV or xls. That might help you.

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Proclaimer

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INSTALL- No Problems, that always impresses me.

SETUP; Using the 'Setup Bank Account Wizard' I was asked for a ref number for the account. The wizard enters the next default number, it was 1251. I thought 'the wizard knows what it is doing, leave it like that'.

I Click on 'Next' and get this pop up message; 'The Bank Code is outside the range of the chart accounts, therefore its balance will not be reflected in your balance sheet reports. Either choose a different bank code or ensure you update the chart of accounts layout'.

That does not sound good and I am not sure what or where the 'accounts layout' is so I choose 'Help' and read about 'ref' numbers and it says 'We recommend you use a number within the range 1200 to 1299 as Sage Instant Accounts uses this range for the default bank accounts have already been set up.' (sic)

I select 1200 and Sage tells me that exists and suggests 1201. I accept that and so does Sage. I wonder why 1251 which is within range was giving a pop up warning. One that is not very clear either and why Sage was giving 1251 as the default when 1201 was available and I wonder what it all really means in the grand scheme of things.

The next step is setting the Account Type, the options are Cheque, Cash or Credit Card Account. I am not sure which I want being a sole trader, I select 'Help'. That helps a bit and confuses me too by changing the words used to bank and visa. It says 'A bank account can be a cheque account, cash account or a credit card account. The bank types generate different transactions types. For example, payments can be bank payment (BP), cash payment (CP) or visa payment (VP).' I just choose cash and be done with it.

On the 'Bank Information Screen' there is an option to enter a credit card expiry date If this account is for your company credit card. The account I chose is not (it is cash) but Sage insist that I enter a date in order to continue. I enter a valid date and continue.

That took the best part of 40 minutes to setup. Whilst not being too frustrating I would think first time users would reaching for a spreadsheet to keep it simple.

IMPORT; Importing Products from a spreadsheet was easy enough. Got an error for product description being too long at first so I just omitted that data and the import went well for over 250 products.

Overall my first impression is 'Good' no big hassle setting it up or getting my products listed in the Accounts Package. I could be up and running live with this in just one day if I wanted to.

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Pine Man

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The uninstall facility leaves loads of files littered all over the place and takes some time to find and remove them. A very poor facility.

Most of the program seems fairly intuitive and I tried to create a quotation, which included both products and services and was only able to do it on separate quotations, one for the labour involved and the other for the parts used.

Couldn't find a way of importing bank information from other programs such as excel or MS Money.

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Taff™

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No previous versions of any Sage products on this machine. Installed no problem, set up my account in 5 minutes. Very slick.

One minor annoyance was that I did start off with trying the option to "Open Demo Data" which presents a dialog asking for a User Name & Password". Had to go to help which informs me that the default is "Manager" with a blank password.

Couldn`t this be skipped - after all it is demonstration data?

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Taff™

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A little late off the mark but I`ve installed on an older XP machine with Sage Line 50 already on it. During the install no warning was issued but as soon as it launched Instant Accounts detected "Data has been found from a previous version". Confirming that I wanted to import it then said "Unsupported version - Data cannot be converted" and promptly stalled leaving a splash screen. Rebooted and I can no longer access the older version of Sage Line 50.

Now restoring my Acronis Backup!

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