Any Sage Experts about
 

Hi,

We've just taken over support for a smaller site which uses Sage 50 Accounts 2010. Generally it's not too bad but there's some pretty simple stuff which either I can't find how to do or it's not possible.

All we need to do is to be able to schedule the running/exporting of a report and schedule the running of a backup. So both of these tasks will be done automatically without any user interaction.

Extensive googling has turned up nothing.

Any ideas?

Thanks

Depends on how it was installed, but all the userdata (the actual accounts, reports etc) should be in a directory called Sage accounts, data is usually in ACCDATA and reports are in "reports", templates and other stuff are mixed up in between.

If its a multicompany install, user data is held in seperate directories in teh form of directories named: company.001, company.002, company.003 etc (presuming its multicompany).

Just copy all these directories over to the backup drive.

To restore from a backup into a clean/empty install of sage, copy the data back to the orginal location. Then go into sage, select file, add company and select the path where the data is located (you'll need to do this for every company if its a multi-company version).

A word of warning though, an older version of L50 (version 13.0 IIRC) did have a installation bug which put the userdata of the default company into the root directory of the drive L50 was installed on. If not corrected, it will remain in this location even when its been updated with newer versions.

If the user who installed it went with the default installation, the user data will be in the same location as the actual program, which isn't ideal for backing up. TBH it should setup to store data in a seperate location, be it a different directory, or drive partition. This is specified as an option in the installation process.