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Sage 50 Accounts For Dummies® 2nd Edition by Jane Kelly, ACMA

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Chapter 23

Ten (Or More) Wizards to Conjure

In This Chapter

arrow Looking at how wizards can help you perform tricky transactions

arrow Investigating the more helpful wizards and how they work

Sage helpfully provides a number of wizards. No, I don’t mean little characters with pointy hats and wands. By wizards, I mean step-by-step instructions on how to carry out specific procedures. Sometimes they can be a bit long and laborious to use, but at other times they provide some much needed expertise. For example, they can help you to complete complicated journal entries – even the most dedicated bookkeepers can do with a bit of help sometimes!

Here, I provide a brief summary of the most helpful wizards that Sage offers.

Creating a New Customer Account

Using the navigation bar on the left side of your screen, click Customers and then New Customer in the Task pane. The New Customer wizard starts, taking you step-by-step through the seven-window process of setting up your customers. As the wizard can take a long time, I use the quicker method of clicking Customer and then Record, but you may prefer the wizard’s guidance, so make sure that you grab a cuppa first!

To have a look at the type of questions that you’re asked as you work through the wizard, press the F1 function key. The Sage Help facility ...

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