Available in Sage Simply Accounting Accountants' Edition.
Accountant's Copies From Clients
You must be using Sage Simply Accounting Accountants' Edition to open an Accountant's Copy file and
enter general journal entries. Companies can only be opened in single-user
mode from accountant's copies.
This feature allows you to open accountant's
copy files from clients and add entries to the General Journal while
the client continues to use their company's data. When you have finished
making general journal entries, you export your changes to another file
for your client to import.
If your client has not set user
rights for the accountant's copy, you have view access to everything
and edit access to the General Journal. This means that you will be able
to:
You cannot:
- Advance the company
to a new fiscal year (if you do not want your client to advance their
company into a new year while you are working on the accountant's copy,
you will need to discuss this with them).
- Make adjustments
to entries that you did not create in the General Journal.
- Consolidate
a company using the accountant's copy. This must be done with a complete
copy of the company's data.
Your client can import entries that fall within:
- Their earliest
transaction date and fiscal year end for the previous year, and either
- Their earliest
transaction date and calendar year end or
fiscal year end for the current year (whichever comes first), or
- If your client
has set Sage Simply Accounting to allow
transactions in the future, their earliest transaction date for the
current year and any time in the future.
What do you want to do?
Open an accountant's
copy that you received from a client
Export entries
you made in a client's General Journal