How To Create New Data Files on sage line 50

1. Open the File menu and choose Maintenance. 2. To create new data files click Rebuild. The Rebuild Data Files window appears. On first opening the checkbox all the check boxes are selected. Selecting an option indicates that you do not want to create new data files, and want to retain the existing files. 3. To indicate which parts of Sage Line 50 you want to create new data files for, clear the relevant checkbox(es). If you clear customer or supplier accounts, Sage Line 50 automatically clears transactions. If you clear nominal accounts, this also clears transactions and chart of accounts. If you clear stock records this clears stock transactions. 4. To create new data files for the areas indicated (the cleared areas), click OK. Sage Line 50 asks you to confirm that you want to rebuild your data files. 5. To rebuild your files, click Yes, otherwise click No. If you opted to rebuild your Nominal Ledger accounts, before the rebuilding takes place, a message appears asking whether or not you wish to use the default nominal structure. To use the default nominal structure, click Yes, if not click No. If you are rebuilding any of your ledger files, e.g. Customer or Supplier Accounts or Retain Transactions, Sage Line 50 asks you to confirm the start of your financial year. Enter the appropriate month and year and click Yes to continue. The Invoicing Window The Invoicing window provides the functions you need to generate and print product and service invoices and credit notes. As you create invoices they are displayed on the Invoicing list box, one line per invoice. This list also includes any product invoices which you created using the Sales Order Processing option in Sage Line 50. You can print each invoice as you create it and then update the ledgers with the transactions straight away or you can save the invoice without printing and/or updating for later printing and updating in a batch. By ‘batching’ invoices in this way you can make sure that the correct invoice stationery is in the printer and then print out all of your invoices at once. The Invoicing window list box shows for each invoice or credit note details such as invoice type, number, total value and whether or not the invoice has been printed and posted to the ledgers. The invoices you create will remain in the Invoicing window list box until you use the Delete option to remove them. To Configure your Electronic Banking Facility 1. From the Sage Line 50 toolbar, click Bank. 2. Select a bank account from the list and click Record. 3. From the Bank Record window, click the Bank Details tab. From the Type drop-down list, select the on-line bank service that you use. 4. Click Configure. The Sage e-Banking Configuration window for the selected bank type appears. The information required to configure the electronic banking facilities depend on the bank type you have selected from the drop-down list. 5. Enter the relevant information: Note: The following options may be inaccessible depending on the banking software and whether the Override common directory checkbox is selected. Common Directory, Statement Reconciliation Service, and Payment File Options. 6. Click OK to accept the e banking configuration details.