The Instant and Sage Line 50 Version 8.2
Readme File

Thank you for buying a Sage accountancy product from the Sage Instant or Line 50 range. This Readme file contains essential information for installing, upgrading to and using the following programs:
* Instant Accounts
* Instant Accounts Plus
* Sage Line 50 Accountant
* Sage Line 50 Accountant Plus
* Sage Line 50 Financial Controller
We recommend that you print this file and read through each of the sections before you install your Sage Line 50 v8 program.

Contents
This Readme file has information on the following:

* Upgrading from a Previous Version
* Integration with other Sage Programs
* Important Information
* Information for Microsoft Windows 95 Users
* Getting Help 
* Contacting the Sage Customer Support Helpline
* Sage Line 50 for Windows Network Versions

Upgrading from a Previous Version

Users upgrading from Instant Accounting to Sage Line 50 v8.xx
After you have upgraded all stock items that you had previously recorded, they will appear as non-stock items. To record stock movements against these products, you must go into each product record and select Stock Item from the Item Type drop-down list.

Users upgrading from Sage Line 50 v7.xx, v6.xx, v5.xx and v4.1x
If you are upgrading from Sage Line 50 v6.xx, v5.xx or v4.1x and have not amended any of the standard Sage reports or layouts, install your new v8.xx program into the same directory as your current program.

If you have amended any of the standard Sage reports or layouts, and you do not want to overwrite them, you should use the Custom Install to install your program in the same directory as your existing program, selecting which components you want to install. Refer to the table for information on what you should install.

Component		Comments

Reports	
(Users upgrading from Sage Line 50 v8.xx, v7.xx or v6.xx) If you have amended any of the standard Sage report files and you do not want to overwrite them, de-select the Reports option.
(Users upgrading from Sage Line 50 v5.xx) If you have amended any of the standard Sage report files and you do not want to overwrite them, de-select the Reports option.
(Users upgrading from Sage Line 50 v4.1x) We recommend that you install all of the Sage Line 50 v8.xx reports. Do not de-select the Reports option. If you have amended any of the standard Sage reports, print out a copy from your existing program so that you can recreate the report in Sage Line 50 v8.

Statement Layouts	
(Users upgrading from Sage Line 50 v8.xx, v7.xx or v6.xx) If you have amended any of the standard Sage statement layouts and you do not want to overwrite them, de-select the Statement Layouts option.
(Users upgrading from Sage Line 50 v5.xx) If you have amended any of the standard Sage statement layouts and you do not want to overwrite them, de-select the Statement Layouts option.
(Users upgrading from Sage Line 50 v4.1x) If you have amended any of the standard Sage statement layouts and you do not want to overwrite them, de-select the Statement Layouts option.

Bank Layouts	
(Users upgrading from Sage Line 50 v8.xx, v7.xx or v6.xx) If you have amended any of the standard Sage bank layouts and you do not want to overwrite them, de-select the Bank Layouts option.
(Users upgrading from Sage Line 50 v5.01 and v5.02) If you have amended any of the standard Sage bank layouts and you do not want to overwrite them, de-select the Bank Layouts option.
(Users upgrading from Sage Line 50 v5.00) We recommend that you install the bank layouts. If you want to install these layouts, do not de-select the Bank Layouts option. If you have amended any of the standard Sage bank layouts, print out a copy from your existing program so that you can recreate the layout in Sage Line 50 v8.
If you want to continue using your existing v5 bank layouts, de-select the Bank Layouts option. When you have installed Sage Line 50 v8 use the AddPurch utility supplied with your program to convert the layouts. For further information about the AddPurch utility, refer to your User’s Guide.
(Users upgrading from Sage Line 50 v4.1x) You must install the new Bank Layouts. Do not de-select the Bank Layouts option. If you have amended any of the standard Sage bank layouts, print out a copy from your existing program so that you can recreate the layout in Sage Line 50 v8.

Invoice/Order Layouts
(Users upgrading from Sage Line 50 v8.xx, v7.xx or v6.xx) If you have amended any of the standard Sage invoice and order layouts and you do not want to overwrite them, de-select the Invoice and Order Layouts option.
(Users upgrading from Sage Line 50 v5.xx) You must install the new Invoice and Order Layouts. Do not de-select the Invoice and Order Layouts option. If you have amended any of the standard Sage invoice and order layouts, print out a copy from your existing program so that you can recreate the layout in Sage Line 50 v8.
(Users upgrading from Sage Line 50 v4.1x) You must install the new Invoice and Order Layouts. Do not de-select the Invoice and Order Layouts option. If you have amended any of the standard Sage invoice and order layouts, print out a copy from your existing program so that you can recreate the layout in Sage Line 50 v8.

Integration with other Sage Programs

Running Job Costing Remotely
If you are running Job Costing on a machine that does not have Sage Line 50 v8.xx installed, you should register the files that are needed to link to Sage Line 50 v8.xx. To do this, run the job.reg file on any machines running Job Costing that do not have Sage Line 50 v8 installed.
To run the Job.reg file
1.	Insert the Sage Line 50 CD into the CD-ROM drive.
2.	From within Windows Explorer, locate your CD-ROM drive and then locate the job.reg file. For example, if your CD-ROM drive is d, you would locate the job.reg file at d:\Jobcosting\job.reg.
3.	Double-click on the Job.reg file.
A message appears informing you that registration has been successful.
4. 	Click OK.

Important Information

Demonstration Data
All details in the demonstration data within the program, and any examples used in the accompanying documentation, are fictitious.
Any similarities in the demonstration data with real names, addresses or other company details, past or present, is coincidental.

Internet Explorer
To get the most out of your new Sage program, and to use the online help system and the period end routines from the main toolbar, you must a have a copy of Internet Explorer on your PC.  A copy of Internet Explorer v5 is supplied on your menu-based install CD.

Single Users only
If you need to reset your machine in the event of PC problems or power failure, the following message may appear when you restart your Sage Line 50 v8 program.
“UserName is already in use. Do you want to remove this user from the request list and logon again?”
If this message appears, click Yes. The following message appears.
“Removing the users from the system whilst they are currently working in the program could cause data corruption. Do you want to continue?”
Click Yes. Your data will be unaffected.

VAT Reports for Irish Users
There are three Irish VAT reports supplied on the CD in the support\ROI directory:
Vatret.srt
Vatdet.srt
Vatsum.srt
To use the reports, copy them from the support\ROI directory and replace the existing reports that were installed with your Sage accounting program. To do this, use Windows Explorer to copy the three reports from the CD into the directory where your Sage accounting program is installed. If you have used the default directory path when you installed your Sage program, these reports will be installed in 
C:\Program Files\Sage\Accounts\Reports.

Information for Microsoft Windows 95 Users

Font Displays in Windows 95
Your Sage accounting program includes a euro field in the Invoicing module. If you are using the Windows 95 operating system you will be unable to display the euro currency symbol.
To be able to view the euro currency symbol, you must run the W95EURO.EXE patch which can be downloaded from the Microsoft website at:  
http://www.microsoft.com/Windows95/downloads/contents/
WURecommended/S_WUFeatured/W95EuroPatch/Default.asp

The Report Favourites option when using Windows 95
If a large number of reports are added to the Favourites option in your program, so that the list of reports is greater than the depth of your screen, you cannot access the reports that are out of view.
Either remove some of the reports from the Favourites option or increase the Desktop Area of your PC via the Control Panel, Display Properties.

Running and Enabling the Remote Report Writer (Server Side Reporting)
(Sage Line 50 multi-user versions only)
To run the Remote Report Writer you must enable the Remote Report Writer option.

To run the Remote Report Writer on the server
1.	From within Windows Explorer, locate your accounts program directory. For example, the default directory is C:\Program Files\Sage\Accounts
2.	To run the Remote Report Writer, double-click on the SGREPSVR.EXE file.

To enable the Remote Report Writer on the client
Note: In order to use the Remote Report Writer from the client, the Remote Report Writer program must be running on the server machine.
1.	From within your Sage Line 50 program, open the Tools menu and choose Options.
2.	Click the Environment tab.
3.	Select the Enable Server Side Reporting check box.
4.	Enter the following information in the boxes provided.
	Server
	Enter the name of the server machine running the Remote Report Writer.
	Port No
	The TCP/IP port number used for communication between client and server is entered for you automatically. By default, the value entered is 5975. If you need to change this number, you must enter a value greater or equal to 1024. Note: If you change this value on the client machine, you must also change the value on the server.
	Cache Size
	This is the number of rows of data that will be read by the server. You can change this value to improve the speed of running reports using the Remote Report Writer.
5.	To save your changes, click OK.

Grouping Sales Receipts in Bank Reconciliation
Your Sage program groups sales receipts that belong to different customers, if they have the same date and reference.
If you do not want this grouping to take place you must edit the sage.ini file as described below.

To edit your sage.ini file
1.	Close your Sage accounting program.
2.	From your main operating system desktop, select Start and then choose Run.
The Run window appears.
3.	In the Open text box, type sage.ini and choose the OK button.
The sage.ini file opens in your Microsoft Notepad program.
4.	In the section named [SG50] add the following line.
GroupDifferentAccounts=0
5.	To save your changes, open the File menu and choose the Save option.
The transactions will no longer be grouped within the Bank Reconciliation area of your accounting program. To reverse this grouping, remove the statement from the sage.ini file or change the number from 0 to 1.

Report Variable Changes 
(for users upgrading from Sage Line 50 v5.xx only)
The report variable ‘AUDIT_SPLIT’.’DETAILS_2’ has been replaced with the variable ‘AUDIT_SPLIT’.’EXTRA_REF’. This will have an affect on any reports that you have created that use this variable. When you try to run a report which uses this variable, the following message is displayed;

“Variable ‘AUDIT_SPLIT’.’DETAILS_2’ cannot be found in the catalog”.

You must replace any references to the variable in all of the reports and filters that use it, with the new variable.
For further information see Report Variable Changes within the Troubleshooting section of the Sage Line 50 help system. Alternatively use the help system’s Search facility (represented by the key), and search for the word Troubleshooting.

Fixed Reports
The following reports are non-editable and cannot be accessed from the File, Open Report option.

Module	Filename	Description
Financials	Bs.srt		Balance Sheet
		Budget.srt	Budget Report
		Deptlist.srt	Department List
		Pnl.srt		Profit & Loss Report
		Pryear.srt	Prior Year Report
		Tb.srt		Period Trial Balance
	Transbs.srt	Transactional Balance Sheet
	Tranpnl.srt	Transactional Profit and Loss
	Trantb.srt	Transactional Trial Balance
Products	Prdexpl.srt	Product Explosion
		St_mkup.srt	Quantities Available For Makeup

Telephone Dialler Changes 
The telephone dialler functionality in this program has changed to use Windows Dialler or your own telephony application if you have one installed.
To dial from within your Sage program, you must have your modem settings recorded in the Modems and Telephony area of the Control Panel in Windows. If you would like to use the advanced call settings (such as calling cards and dial-out digits), you will need to store your telephone numbers in the full international format, e.g. +44 (0)191 255 3000.

Windows 2000 Functionality
It is now possible to hide all hot-key shortcuts until you press the ALT key. If your short-cut keys are hidden, it will appear as if the hot-key functionality in your accounting program is inactive. The hot-key functionality is still active, however you will only be able to view the short-cuts on-screen while you press the ALT key. Alternatively you can switch off the hidden hot-keys functionality so that you can see the hot-keys at all times.
To view the hot-keys at all times
1.	From within Windows 2000, open the Start menu, choose Settings and then select Control Panel.
The control Panel window appears.
2.	From the Control Panel window, choose the Display icon.
The Display Properties window appears.
3.	Choose the Effects tab.
The Effects tab appears.
4.	Deselect the ‘Hide keyboard navigation indicators until I use the Alt key’ check box and then click OK.
The hot keys will now be displayed at all times.

Getting Help
If you have any queries about your accounting program, you can get help on the actual window on screen, by pressing the F1 function key.

Contacting the Sage Customer Support Helpline
Customer Support is available to SageCover members. If you would like to take out SageCover, contact Sage on 0800 33 66 33.
If you need to contact the Sage Helpline, you must have your product serial number and company name when you telephone us.

To Register your Sage program:
(0845) 111 66 66

Customer Support Helpline:
Mainland UK			0845 111 55 55
Republic of Ireland		01 6420877

Fax:
Mainland UK			0845 111 55 11
Republic of Ireland		01 6420895

For further information about contacting the Sage Customer Support Helpline see Sage Line 50's help system.

Sage Line 50 for Windows Network Versions

Sage Line 50 has been tested on the following networks:

Microsoft Windows 95, Windows 98, Windows 2000 Professional and Windows XP Professional peer-to-peer networks
Microsoft Windows NT v4 Server (Service Pack 6) with Windows 95 clients
Microsoft Windows NT v4 Server (Service Pack 6) with Windows 98 clients
Microsoft Windows NT v4 Server (Service Pack 6) with Windows NT clients
Novell Netware v5.0

Your Sage accounting program should be installed locally onto each PC's hard disk.

All current versions of Instant Accounts and Sage Line 50 use the Polar SpellChecker component from Polar. Copyright 1998-1999. All rights reserved.

Issued 19/02/02