Tips for Sage Simply Accounting

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Simply Accounting is a software program that helps businesses of all sizes keep track of their accounts, manage expenses, write checks, pay employees, create invoices and manage all other aspects of a company's finances. Knowing some Simply Accounting tips and tricks can save you time and make the program easier to use.

Simply Accounting Installation

In order for Simply Accounting to run correctly, you might need to change the settings on your firewall. Your computer's firewall or antivirus program may perceive Simply Accounting processes as a threat. When you install the software to your computer, change your computer's firewall settings to allow any processes from Simply Accounting to go through your firewall.

Choosing Your Preferences

Once you've installed Simply Accounting to your computer, it's time to start using the software to manage your accounts. To save time, use the program's "Setup Wizard" and simply tell the program what your preferences are. You can also manage your preferences by clicking on the "User Preferences" menu. If you are not familiar with accounting terms, click on "Use Non-Accounting Terms." You can also specify your language preferences and specify whether the program should automatically save changes you make to records.

To save time, choose one of Simply Accounting's premade templates. Select from several templates for receipts, invoices, budgets, inventories and orders.

General Tips

In order to remain profitable, businesses need to keep tabs on how much they are spending internally. To keep track of internal expenses, use the Projects module of Simply Accounting. To create a new expense record, click on "Projects," choose "Edit," then select "Create." You can then select a starting balance and enter expenses or revenues.

Take advantage of Simply Accounting's To-Do list feature. To-Do lists can remind you to pay invoices, record payments received by customers, and follow up with your customers and employees. To set up To-Do lists, click on the "View" menu and select "To-Do Lists." If you'd like to look at your To-Do list every time the program starts, click on "At Startup."

Keeping the Program Running Smoothly

Regularly deleting unneeded data from Simply Accounting can clear up more space on your hard drive and allow you to navigate through your databases more efficiently. To clear old data that you no longer need, simply click on "Maintenance" and select "Clear Data." You can then reduce the space that your database is taking up on your hard drive by clicking on "Database Utilities" and "Compact Database."

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