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Customise Your Company

If you are new to Sage Accounts, we recommend using Customise Your Company to set up your software defaults. It's a great way of tailoring Sage Accounts to your business and can save you lots of time when you start entering data. It's also a valuable tool to learn the basic areas of the software and ensure you are processing in the recommended way.

Customise Your Company is available when you first create your company or from Help > Customise your company at any time.

From within Customise Your Company, from the left-hand side, select any of the modules. Each module is divided into more specific areas, listed to the right of the modules column. If you select a specific area you want to find out about, information appears explaining the area.


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