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Resources > CBA Blog

Welcome to the CBA Blog!

The CBA Blog brings you tips, tricks, updates and general information for users of Peachtree & Sage 50 Accounting Software.

Sage 50c (Cloud) FAQ's

10
2/10/2016

Who will benefit from Sage 50c?

Sage 50c is intended to be used in the following situations:

·         Business owners who want to have access to their data from the office or from home

·         Small businesses where the accountant enters all or nearly all of the accounting information

No.

Question/Answer

1

Do you have to download the company every time?

 

No, the download is done only once. The first time a user wants to access the shared company data it is downloaded. After that, the user would open the company like any other Sage 50 company recently opened.  

2

If a remote user downloads a local copy then disconnects, how does he reconnect? 

 

The Sage Drive company data has 1 owner the person who initially shared the data. If this person stops sharing the data, the other users will not be able to open that Sage Drive company any more.

Other users are not able to ‘disconnect’ the data. If they want to keep a local copy of the data and not have it connected to Sage Drive, they would need to use the ‘Save as’ or the ‘Save a copy’ option. The new company data would not be connected to Sage Drive.

If the user used the ‘Save as’ option, the initial company he downloaded is still connected to Sage Drive.

3

If the user can open a local copy and manually connects, what happens if the the user opens a very old version?

 

Sage Drive only keeps the latest version of the company data. 

4

How do you set up access to the Sage Drive?

 

The user needs to activate the Sage ID for Sage Drive using the ‘Activate it now’ option in the Share Company wizard.

5

Does a customer need to be connected to the Internet to use Sage Drive?

 

Yes, customers need an active Internet connection when working with a Sage Drive company.

6

At any given time, how many people can access a Sage Drive company?

 

Only one person can work on the file at a time. Sage Drive access is currently only offered as a single-user.


7

Can the file be shared by more than one person?

 

The company data owner or person who initially shared the data to Sage Drive can invite up to 4 other users to share the company data. However, only 1 person can work on the file at a time.

8

How does the Sage Drive sharing work? What happens when I share my file?

 

When a Sage 50c company is shared in Sage Drive, a copy of the .sai file and of the .saj folder is created on the Sage Drive servers.

The local copy of the Sage 50 data remains synchronized with the copy in Sage Drive.

9

When is the company data synchronized to Sage Drive?

 

The data is synchronized every time a transaction is posted.

10

Can I block a user from accessing the data?

 

Yes the user’s access to a shared Sage Drive company can be removed in the Sage Drive Management Center, in the Edit User screen.

11

What are the possible user roles for Sage Drive?

 

There are 2 possible user roles in the Sage Drive Management Center:

·         User - able to download and post transactions to the company file

·         Accountant - intended for use by Sage accountants or bookkeepers. They are also able to download and post.

12

Can I disconnect somebody from my file?

 

If a user is working on a shared Sage Drive company, it cannot be manually disconnected by somebody else. If the user is inactive for 1 hour, their access to Sage Drive will be released and another user will be able to open the Sage Drive company.

13

What if I have a 3rd party program linked to the Sage 50 data? Does this affect EFT Direct?

 

If a Sage 50 company is shared to Sage Drive, access from 3rd party programs is changed to read-only.

If the 3rd party program being used by the customer only needs to read from the Sage 50 data, nothing changes. If the 3rd party program needs write access, it cannot be used while the company is shared to Sage Drive.

14

How many companies can be shared through Sage Drive?

 

Up to 50 companies can be shared.


By Tim Hambsch
 Add your comments
Sage 50 Cloud
Sage 50 Online
Sage 50 Remote Access
Sage Drive

Sage 50c (Cloud) Launching Today!

3
2/3/2016

Starting today, Sage 50 (formerly Peachtree) will be offering a new Sage 50 accounting software...Sage 50c.

For the first time ever, you can push your Sage 50 data from the desktop to the cloud and work from anywhere with Sage 50c. Perfect for yourself, your accountant, bookkeeper, or any employee that needs to work remotely -- anywhere you have Sage 50c installed and Internet access.

Sage 50c expands your reach to locations outside the office. Your data is safe, secure, and always accessible. Cloud data automatically syncs with the desktop so you can be certain that everyone is working on the latest information.Plus, your financial information is securely stored in the cloud if anything should happen to corrupt the information on your office computers.

Now you can more easily collaborate with your accountant. No more USBs, no more backups! You control access and rights for each user, and remote users retain the same permissions that you assigned from your desktop software.

What this feature will do:

· Cloud data automatically syncs with the desktop using Sage Drive to ensure accuracy of financial information.

· The admin assigns and controls user access, including logging out a remote user so that someone else can log on.

· Remote users automatically time out after a certain period of inactivity for optimum efficiency.

· Accountants can access client financials and make adjusting entries securely and quickly. No long waits, no USBs.

· The most current version is always accessible in the cloud in case of data corruption from computer or environmental issues

Available in all 3 Sage 50 Flavors:

Sage 50c Pro Accounting, Sage 50c Premium Accounting, Sage 50c Quantum Accounting

See the Sage 50c FAQ's...Want to purchase Sage 50c? We will always beat Sage's direct pricing on all products...Give us a call at 1.800.339.8224.


By Tim Hambsch
 Add your comments
Sage 50 Cloud
Sage 50 Online
Sage 50 Remote Access Working Remotely with Sage 50

How to Restore Sage 50 Custom Reports

2
2/2/2016
Follow the instructions below if you want to do any of the following or if your Sage 50 Custom Reports are missing or damaged: 

  • Restore custom reports from a backup
  • Restore custom reports without restoring a backup
  • Restore missing or damaged reports
  • Recreate missing or damaged custom reports 
  • Custom reports are missing
Disclaimer
Backup Warning
Use caution when working with the below product functionality. Always create a backup of your data before proceeding with advanced solutions. If necessary, seek the assistance of a qualified Sage Business Partner, network administrator, or Sage Customer Support Analyst.

Resolution

Option I: Extract file from a backup

  1. Click Maintain, Company Information.
  2. Write down the location found on the Directory line.
  3. Browse to that location on the computer. Highlight the file RPTDATA.DAT.
  4. Right-click on the file name select Rename. Rename to OLDRPTDATA.DAT.
  5. In the same folder, browse to a backup (*.ptb file) from an earlier time frame when the custom reports were present in the company.
    Note: If the backups are stored someplace else, go where the backups are stored.
  6. Right-click on the backup (*.ptb) file of your choice select Copy.
  7. On the Desktop, right-click and select Paste
  8. Right-click the backup file, select Rename. Change only the file extension from .ptb to .zip.
    Note: If you receive a message asking if you are sure you want to change the file name, choose Yes.
  9. Right-click on the .zip file and choose Extract Files or Extract All. On the extraction destination window, select OK. 
    Note
    :The zip file will extract to a folder with exact same name. The folder will be located on the Desktop.
  10. Open the extracted folder and find the file called RPTDATA.DAT.
  11. Copy the RPTDATA.DAT file.
  12. Browse to the location of the individual company, as previously written down in Step 2.
  13. Paste the RPTDATA.DAT file into the directory of the individual company.
  14. Re-open Sage 50 and the company.
  15. Verify that the custom reports are there again.

Option II: Restore the report files from a backup

  1. Click Maintain, Company Information
  2. Write down the Directory
  3. Restore a backup into a New Company that would have contained your reports following Article ID 10097 How do I restore a backup? linked in Related Resources
  4. Once the backup is restored the restored copy of the company will automatically open
  5. Click Maintain, Company Information
  6. In the Company Name box, rename the company
  7. Write down the Directory, then click OK
  8. Close Sage 50
  9. Browse to the directory from step 7
  10. Right-click the file RPTDATA.DAT, and select Copy
  11. Then browse to the directory from step 2
  12. Rename RPTDATA.DAT to RPTDATA.OLD
  13. Right-click the directory, and select Paste
  14. Close Windows Explorer
  15. Open Sage 50 and your current company
  16. Verify your reports are now available
  17. If not, Follow Article 10561 - How do I copy custom financial statements or reports from one company to another? 

If you need assistance with any of the above or need Sage 50 custom Intelligence Reports give us at call at 1.800.339.8224.


By Tim Hambsch
 Add your comments
Restore Sage 50 Custom Reports From a Backup
Create Sage 50 Custom Reports
Missing or Damaged Sage 50 Reports



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•Discontinuation Notice: United Parcel Service (UPS®) Integration with Sage 50
•Sage 50 Discontinuing Crystal Reports
•Sage 50 2015 Coming Soon!!
•Using Intelligence Reporting to Automatically Update Customer’s FTP Site
February (1)
•Getting Control of your Inventory

 2013
October (3)
•Don’t be Spooked by Year End... Be Prepared!
•Seven Reasons to Outsource Your Bookkeeping
•Analysis Paralysis
August (3)
•Sage 50 Business Accounting Software In Panama
•Sage 50 Business Accounting Software In Texas
•Using “Job” Costing Creatively in Sage 50
July (3)
•Sage 50 Business Accounting Software In Illinois
•Sage 50 Business Accounting Software In California
•Sage 50 Business Accounting Software In Florida
May (1)
•Where’s my Company Data?
April (3)
•IMPORTANT: Correct Business Care Renewal Pricing
•Sage 50 Intelligence Reporting
•Sage 50 2014 Released and Installed!!
March (1)
•WHAT’S NEW IN SAGE 50 2014
February (2)
•Renew your Expired Peachtree Quantum Now!
•Sage 50 Windows 8 Compatibility Update
January (2)
•New Year’s is Over ... Now What??
•Sage 50 Business Accounting Software In New Jersey

 2012
October (1)
•It’s ALL About Cash Flow!
September (2)
•Sage 50 Business Accounting Software In Louisiana
•How to Use Memorized Transactions
August (1)
•Sage 50 2013 Installation Tips
July (1)
•Custom Forms (Quotes, Invoices, PO’s, etc) are Slow to Print
June (1)
•Business Intelligence Inventory Report Missing in Sage 50 2013??
May (1)
•How can I easily compare monthly sales year over year for a specific item?
April (3)
•How can I put a Disclaimer on a Sales Invoice?
•Which Sage 50 "Flavor" is Right for Your Business?
•Sage 50 (formerly Peachtree) 2013 Early Bird Savings!!!
March (10)
•Sage Peachtree’s New Sage 50 U.S. Edition Names
•BI Report to Run 32 Financial Reports at Once
•April 2012 Sage Peachtree Payroll Solutions Update
•What Do Quote Approval and AR Collections Processes Have in Common?
•How to Add Your GL Account Numbers to your Financial Statements
•When asked if team, product or market is most important?
•MISys Manufacturing Service Pack v5.0.0.5 Released
•Can you Save 20% on your Credit Card Processing Fees?
•4.2% Employee SS Tax Withholding Rate Extended
•The Risk of Changing Last Year’s Accounting Data
February (1)
•Turn your Cell Phone into a Mobile Payments Device
January (1)
•Sage Peachtree is Going Away in 2012??


Tag Cloud
  • Intelligence reporting
  • Sage 50 business intelligence
  • Sage 50 intelligence reporting
  • Sage 50 training
  • Peachtree custom reports
  • Crystal reports
  • Sage 50 custom reports
  • Peachtree custom reporting
  • Sage 50 quantum
  • Sage intelligence reports
  • Sage 50 job reporting
  • Sage 50 2017
  • Sage 50 intelligence reports
  • Sage 50 inventory
  • Peachtree training
  • Sage 50 premium
  • Sage 50 report training
  • Peachtree reports
  • Sage 50 cloud
  • Sage 50 complete



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