Sage® |
Sets the options necessary for linking with the Sage® accounting software. | ||
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Linking to Sage® works by setting a field's Appearance in our database to Sage® Link and then choosing a Sage® field for the Formatting. You then enter a Sage® account number into that field, and when you move off it the account number will be replaced by live Sage® data. | ||
Note You do not require Sage® to be installed on your machine. However, you will require our Soothsayer module which is available from your dealer. | ||
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Link to Sage® | |
If this is ticked then links to the Sage® system will be attempted as and when required. If this is unticked then no links to Sage® will be attempted. |
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Database folders | |
Allows you to list all the folders where you keep Sage® databases, and then choose the one that you want to link to. If you are running different versions of Sage®, you should add all the databases to this list and then use the Version setting to indicate which version of Sage® is used to read the selected database. |
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To add a Sage® database folder: | ||
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Click the ![]() |
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Browse for a folder that contains a Sage® database (Duplicates are not allowed) |
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Click the OK button | |
To remove a Sage® database folder: | ||
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Highlight the folder you want to remove | |
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Click the ![]() |
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Note When you delete a folder, it is only removed from the list, not deleted off the system. | ||
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User name | |
This is your Sage® user name that you use when you log-in to Sage®. If you normally start Sage® and aren't asked for your identity, you can leave this blank. |
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User password | |
This is your Sage® password that matches the user name. If you normally start Sage® and aren't asked for a password, you can leave this blank. |
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Version | |
Sets the version of Sage®. You should choose the relevant version depending on the Database that you have selected in the Database folders list. |