BTerrell Group Blog

Sage Accpac ERP Tip: Save Settings as Defaults

Posted by Meredith Gooch on Mon, May 25, 2009

Did you know that when you open the A/R Trial Balance Report in Sage Accpac ERP, you do not need to manually select the aging periods or customer ranges every time? Accpac can remember them for you.

After opening the A/R Trial Balance Report, you will see the default screen. No matter which fields you change, you end up losing your specifications after you have closed the A/R Trial Balance Report. The next time you open it again, all the criteria are restored to the original default values.

There is a way around this!

All you have to do is click on “Settings” at the top of the default screen and select “Save Settings As Defaults.” All the changes you have already made to the default screen will be recorded by Accpac so that the next time you open the A/R Trial Balance Report, you will see your criteria as you have saved them.

Check back later this week for FAQ’s about the this topic.

- Sheila Zhang, Project Manager

Tags: Sage Accpac ERP, A/R, Accounts Receivable, save settings as default, Trial Balance Report