Print out the convert log report and follow the steps outlined in that report to set your Sage Line 50 program ready for use.

Choose the WhatÆs New in V8 topic from the help system to find out about all the additional features you have in Sage Line 50 V8.

Due to improvements and changes made to the file layouts of Sage Line 50 V8 your stationery layouts are not converted.
If you want to use any stationery layouts you have amended or created in your previous program re-create them now using Sage Line 50Æs Report Designer.

Due to improvements and to the increased power and flexibility given to report creation in Sage Line 50 V8 the Report Designer has been redesigned. Because of this your old report generator templates are not converted.
If you want to use any report generator templates you have amended or created in your previous program re-create them using Sage Line 50Æs Report Designer.

All of the Customer Statement preferences such as grouping transactions, or showing individual items are now included in the Statement Layout in your new Sage Line 50 program. Find the Customer Statement layout that you require from the range of default layouts available.
For example, do you need to print Statements with a Remittance Advice, showing only outstanding items or do you want all items to appear, or do you want to print your Statements on A4 or 11" stationery.
To find the Statement Layout you want to use
From the Customers window, select a customer then choose the Statements option. The Customer Statements window appears.
From the list of Statements displayed select the one you want then select the Print option from the Output area.
Click Run to continue. When the Statement Criteria window appears, enter one of your customer account references and then click OK.
If the information that is printed on this statement is what you want then this is the statement layout you need. The next time you choose the Statements option this layout will be automatically highlighted.
If the information is not what you want select another statement layout from the list and print out one statement again.
For further details about statements see To Print Customer Statements.

Use the Memorise option from the Edit menu in your new Sage Line 50 program to re-create any skeletons you had in your previous program.

Set up your customer, supplier, bank, product and invoice defaults.
Your new Sage Line 50 program has a range of default settings to make the process of creating new records quicker and easier. Set up these default settings now. To do this, choose the relevant option from the Settings drop down menu.

Check that all the Company Preferences parameters, such as End of Report Banner, Item VAT Amendable, Non Vatable Tax Code etc., are set up how you want them. To do this choose the Company Preferences option from the Settings menu and then choose the Parameters tab to enter or amend these settings.
For details see To Enter Your Parameter Defaults.

If you do not have any Direct Expense categories in your Profit and Loss Report set these up now.
The Gross Profit/Loss is classed as a footnote of the Direct Expenses section of the Profit and Loss, therefore, you must include valid descriptions and nominal codes in the Direct Expenses section of this report to print out the correct Gross Profit/Loss value.

The last five categories of your Current Assets and Current Liabilities in your layout of accounts are placed in categories 46 - 50 in the new Balance Sheet layout in your new program. Check these now to make sure they are correct.

Check that all your default Control Accounts, such as the mispostings account and the suspense account, are set correctly and then enter any missing control accounts. Choose the Control Accounts option from the Settings menu to check and amend them.

Any recurring entries which had TODAY specified as the processing date will be converted with the last day of the month. You can amend the date of the recurring entries within the Bank option if you want to.
For further details see Recurring Entries.

All Product and Customer discounts you set up in your old Sage program are converted to Sage Line 50 for Windows and are placed in the new Discount Matrix.
To set up or view the product discount matrix, from the Products window, select the product or products you wish to set up or view the discount for, and then choose the Record option. Then choose the Discount tab. You can sub-divide each of the five discounts on each individual product record to ten different levels of discount.

All prior year figures are converted to Sage Line 50 as positive figures because your new Sage Line 50 program looks to the Layout of Accounts to see if the figures are Debits or Credits. If you want to have negative figures in your Prior Year buckets you will have to insert them manually.

Take a backup using the automatic facility within the program, either by choosing the Backup option from the File menu, or by selecting Exit from the File menu. For further details see To Back Up Your Data.