Tips and Tricks to Help You Run Sage Accpac ERP More Efficiently and Effectively

Tip #1 - Organize Your Sage Accpac ERP Desktop to Streamline Your Regular Activities

  • Create custom folders
  • Copy/move icons
  • Use multiple start icons
  • Set up a "startup" folder

Trick #1 - Use Sage Accpac's Popup Calculator

    • Works when in a Sage Accpac number field
    • Becomes active by pressing the + key in the numeric keyboard or by pressing Shift +
    • Use the Paste button to move amounts to a number field


Tip #2 - Use Keyboard Shortcuts

Function Keys 

F1 Key:  Displays online help. Available anywhere in Sage Accpac ERP.
F5 Key:   Displays a finder window to select records from. 
F7 Key:  Displays the information for a record (go button)
F9 Key:  Zoom into the selected record to display more information about the record.

Shortcut Keys

Alt + S:    Use to save changes made to the displayed record.  
Alt + D:  Use to delete the displayed records.
Page Up:  Navigation buttons.
Page Down:  Navigation buttons.
Ctrl + Page Up:   Navigation buttons.
Ctrl + Page Down:  Navigation buttons.
Alt + E:  Use to set criteria to specify records to display in the finder.

When Editing Columns of Data: 

Insert:  Insert a blank row to add a new record.
Delete:  Removes a selected row.
Tab or Enter:   Go to the next or previous column in a list.
Up or Down Arrows:  Go up or down one row.
Right or Left Arrows:  Go right or left in a column.
Page Up:  Go to the top row in a view.
Page Down:  Go to the bottom row in a view.
Home:  Go to the first row in a list.
End:  Go to the last row in a list.

Trick #2 - Remove Unused Fields


  • Remove unneeded data entry fields and controls by creating USER INTERFACE PROFILES.
  • Can also be used to restrict information from users.
    • Step 1: Create Profile ID in Administrative Services --> UI Profile Maintenance.
    • Step 2: Customize form to remove unwanted fields and controls referenceing UI profile ID.
    • Step 3: Assign UI profile to users.

Follow our blog for more tips and tricks, or contact Chris Firra for questions about these helpful hints!