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sage_50_setup [2017/04/25 11:55]
chax
sage_50_setup [2020/02/27 08:32] (current)
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 ====== Sage 50 Setup ====== ====== Sage 50 Setup ======
 +{{ ::​sage50-logo.png?​nolink |}}
 +----
 +===== Overview =====
 +
 +Sage 50 (formerly known as Peachtree) has been widely used in the global market as one of the premiere accounting software products. MultiCHAX has supported Sage accounting products (Sage 50, 100, 300) since early 2000s.
  
 ---- ----
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   - Click on //Reports and Forms//   - Click on //Reports and Forms//
   - Select //​Checks// ​   - Select //​Checks// ​
-  - Choose one pre-defined OCR form (we recommend the **OCR Multi-Purpose AP Laser**) then click //​Customize//​+  - Choose one of the pre-defined OCR forms (we recommend the **OCR Multi-Purpose AP Laser**) ​then click //​Customize//​ 
 +  - For payroll checks, select the **Payroll Checks** form type then click //​Customize//​
   - Right click on the check date field as shown below and select //Change Field// ​   - Right click on the check date field as shown below and select //Change Field// ​
-  - Select Check Date (short) and OK {{ ::​sage50-change-field-short.jpg |}} +  - Select Check Date (short) and OK {{ ::​sage50-change-field-short.jpg?600 |}} 
-  - Save the custom form as "​MultiCHAX"​+  - Save the custom form as "​MultiCHAX" ​(save the form as MultiCHAX AP or Payroll depending on usage) 
 + 
 +---- 
 + 
 +===== Configure MultiCHAX for Sage 50 ===== 
 + 
 +For printing checks in Sage 50 (Sage 100, Sage 300, Peachtree), you should be able to follow the User Manual on [[multichax_user_manual#​setupcreating_a_grid|how to create a grid]] and configure your MultiCHAX control template. 
 + 
 +Or you may also download and IMPORT the following template: {{ :​sage50-ap-template.zip |}} 
 +  - Unzip the template file 
 +  - Open MultiCHAX 
 +  - Click on Setup > Select Control > Edit this Control 
 +  - Click on IMPORT TEMPLATE 
 +  - Find the template file (extension MDB) that you just unzipped and import 
 +  - Save settings and exit 
 + 
 +NOTE: This control was configured to use the custom OCR Multi-Purpose AP Laser form template in Sage 50. 
 +---- 
 + 
 + 
 +===== Printing checks from Sage 50 ===== 
 + 
 +You may select to //Write Checks//, //Pay Bills// or //Print Payroll Checks//.  
 + 
 +Once a check has been set to print, please follow these instructions:​ 
 +  - In the write checks screen, click PRINT 
 +  - Click on **Select Form** and choose the new custom form called **MultiCHAX**,​ then OK {{ :​sage50-print-checks.jpg?​400 |}} 
 +  - Click on **Printer Setup** and select the **MultiCHAX Virtual Printer**, then OK 
 +  - Click on **Print**
sage_50_setup.1493139336.txt.gz · Last modified: 2020/02/27 08:32 (external edit)