Use this option to record contact details for your accountant. If you use the Accountant Link to exchange data with your accountant you can also specify the location where the data is held.
The Accountant information you enter applies to the company data that is currently open in your software. If you have more than one company you must enter the Accountant details into each company.
| Address and contact details |
Enter your accountant’s name, address, email address, and contact details. Client Manager only - Enter your practice name, address details and agent number. The information you enter in the SSD Agent No box, is used when you submit Intrastat submissions on behalf of your clients. If you use a multi-company version of Client Manager, your software clears the Dataset Source check box, when you import accounts data from a client's file. If no import has taken place, Client Manager selects this check box. You cannot amend this setting directly. |
| Datasets (out) |
Enter or browse to the location for the data files to export to when using the Accountant Link wizard. Alternatively, click Browse to navigate to the location. By default, your software uses export folders within the software directory. For example, if your software is installed into C:\Program Files\Sage\Accounts, the import and export locations are: Windows XPC:\Documents and Settings\All Users\Application Data\Sage\Accounts\2014\Imports and C:\Documents and Settings\All Users\Application Data\Sage\Accounts\2014\Company.000\Exports Windows Vista, Windows 7, Windows 8C:\ProgramData\Sage\Accounts\2014\Company.000\Imports and C:\ProgramData\Sage\Accounts\2014\Company.000\Exports Note: We recommend that you use the default locations. |
| Adjustments (in) |
Enter or browse to the location you want the Accountant Link wizard to use when importing adjustments from your accountant. |
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