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crys02

Doing books for two different companies

Posted By

I've been using Sage 50 for a number of years to do books for a company.  There are three of us who access the company db so we have the db file located on a shared computer.  I recently set up a new set of books for a new company.  I will be the only one handling these books so I've set the new company db up on my local hard drive.

I have periodically noticed that the "Dashboard" values for AP / AR / bank balances have looked out of whack in the new company, but when I close the company and reopen it things seem to go back to normal.  Today I was working in the new company and noticed that the values were wonky again.  I went to pull up the Transactions By Account report for one of the accounts to see if I could see what was going on.  I was shocked to find that the accounts listed in the report window were the accounts for the OTHER company ... which would explain the out of what numbers in the dashboard.

HELP!  Can I not run two different company books on one installation of Sage 50?

  • 0

    Yes, can run multiple companies with one install. You can open up more than one company at the same time. Sounds like the NEW company has some how has inherited some records from the existing company.

    Are you sure you created a new company?

  • 0 in reply to GwG

    Yes, I'm sure.  Things were have been going along well for a month now (other than occasionally seeing weird numbers in the Dashboard).  I've also opened the new company file while at home and away from the network that holds the first company data.

  • 0 in reply to crys02

    "file, properties" will show you which company file is being worked on

  • 0

    The dashboard balances and 'Home Window' balances may not refresh in multi-user mode.

    There is a setting for the Home Window under Setup | User Preferences | Options, for

    'Calculate Record Balances in Home Window Lists by Session Date',

    and a sub-option '

    Automatically Refresh Record Balances'.

    I don't believe those options affect the 'dashboard', but I seldom use it.  

    One wouldn't normally need a graph to know that year-to-date revenue goes up every month.  Anything else would be pretty dismal!

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