Amanda,

You might consider looking at the use of Setup Central within the Sage Desktop. You can use this if you starting a brand new company folder. Setup Central will not be an option if you are in a company that already has the files setup.

Portion from Article ID: 17301 (What is Setup Central and how do I launch it?)

To start Setup Central from Sage Desktop, go to Tasks, Sage 300 Construction and Real Estate, Common Tasks, Tools, Setup Central.

Setup Central is a set of wizards that guide you through the essential setup options of Sage 300 Construction and Real Estate applications. Use Setup Central to set up your software for the first time and to set up any separate companies that you require. Be sure to check with your business partner prior to running Setup Central. If Setup Central is a good match for your company, use Setup Central to set up the essential features of the following applications:

• General Ledger
• Sales Tax
• Cash Management
• Accounts Payable
• Payroll
• Accounts Receivable
• Job Cost
• Beginning Balances

Casey Knapp

Senior Customer Support Analyst, Sage Construction and Real Estate

Sage North America

Thanks Casey!

Thanks Casey!