Tips n' Tricks for Sage Accpac ERP
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? Sage 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 Sage Accpac so that the next time you open the A/R Trial Balance Report, you will see your criteria as you have saved them.
Q: When others log on, will they see my custom settings if I have saved them?
A: No, it is your own personal screen. Each user can have his/her own custom screen saved to their own preferences without having to change settings between users.
Q: Does every Sage Accpac ERP report have this function?
A: No. For example, in the A/R module, only 5 reports have this function:
1. A/R Trial Balance Report
2. A/R Customer Report
3. A/R Statement/Letters/Labels
4. A/R Customer Transaction Report
5. A/R Retainage Report
Q: How do I restore back to the default settings?
A: Under the "Settings" menu, select "Clear Saved Settings."
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