How to change navigation and grid settings

How to set up your interface preferences in Sage Accounting.

Open Settings

1. Go to Settings, Business settings.
2. Select Navigation and data grids.

Set Navigation

In the Navigation section, choose:

• Standard: Recommended for businesses
  • Find reports in the Reports menu
  • Other menus include Sales and Expenses
• Advanced: Recommended for accountants
  • This uses an accounting-driven menu
  • Find Journals in the Accountant menu
  • Menus use terms like Accounts Receivable instead of Sales, and Accounts Payable instead of Expenses

Configure Tables

In the Tables section, select the number of items to display. By default, 10 items show on each list page (for example, Contacts). Change this by selecting a different number in the Show [10] records field at the bottom left of each list page. Choose a number greater than 10 to avoid overriding settings.

Set Time Zone

In the Time Zone section, select your time zone in the Time zone field.

Save Changes

Click Save.