Sage Accpac Support

Tips and Tricks

Paragon's expert staff continually adds to this collection to help you do your job faster, easier and more efficiently. If you have a question about a Sage Accpac product, email us at tips@pcginc.com.

Post A/R receipt to the wrong customer account

S/M Calculator function

Running custom Crystal Reports in ACCPAC 5.1

A/R receipt issues

Creating a report with item information

How to export information from the finder

Printing A/P Checks with PrintBoss

A/P Aged Payables report default paper size

Errors in ACCPAC 5.0 and 5.1

SQL Database back-up

ACCPAC Data Source error

Creating a set of accounts

Propagating ACCPAC Desktop to multiple users

Setting the print range of a financial statement

Creating a custom report that can run on any ACCPAC company database


Q: How do I correct an A/R customer check that was accidentally posted to the wrong customer account/code?

A: Use Bank Services, Return Customer Check process to reverse the posting. Upon completing, post the check to the correct customer code in A/R.

Back to top


Q: How do I use the ACCPAC calculator in numeric fields?

A: In any numeric field, press the plus "+" key. Press the Paste button or "p" to enter the calculated value.

Back to top


Q: I created a custom report in Crystal Reports and I get the following error message: "Incorrect Version: Check the number of report parameters:(0<1)."

A: All custom reports must have at least one parameter to run properly in ACCPAC 5.1. Create a parameter by selecting Insert>Field Objects>Parameters. Select the new button and name the parameter (i.e. Test). You do not have to use the parameter in the report.

Back to top


Q: When I posted an A/R recipt, A/R placed the transaction in the correct year/period, but the Bank Reconciliation program put the deposit in the next month. What did I do wrong?

A: The Bank Reconciliation module determines the year and period from the BATCH date and treats the entire batch as a deposit. The A/R module uses the year and period that defaults from the RECEIPT date, but you are able to select any open period in which to record the receipt. To avoid this common issue, ensure that the batch date and the receipt date reflect the year/period that the receipt should be posted to.

Back to top


Q: I created a Crystal Report that pulls orders from Order Entry with additional item information from the ICITEM table. Why are the item fields not showing up on the report?

A: Most likely the database tables are linked on an incorrect field. Item numbers in the OE tables are formatted, while the ICITEM table contains both formatted and unformatted item numbers. To resolve this issue, link the OE item number field to the formatted item number field in ICITEM.

Back to top


Q: In ACCPAC 5.1, is there a way for me to export the information I have searched for in the finder window?

A: The finder control in ACCPAC 5.1 now allows you to export the data found in the finder to any export format supported by ACCPAC. i.e.Excel, XML, CSV.

Back to top


Q: Why won't my A/P checks printed to the PrintBoss printer print correctly?

A: Steps to resolve:

1. From the ACCPAC check printing screen: Verify print destinaiton is set to printer. Verify that the Printboss printer is selected. Choose File, Printer Setup, Specific Printer, select "PrintBoss HP Compatible" or "PrintBoss NT40."

2. Open PrintBoss Application. Verify that the correct printer is selected. Choose File, Printer Setup, select the windows check printer.

3. Verify the PrintBoss printer is setup correctly in Windows. Choose Control Panel, Printers, select the PrintBoss printer, right-click and choose properties. Open the Ports tab; select the following port based on operating system:

Windows XP, Windows 2000, Windows NT    NUL:

Windows 9x    LPT1

Back to top


Q: A/P Aged Payables Report defaults to legal paper size, but I want to print the report to standard letter paper. How can this be done?

A: In the APxxa\Eng directory; rename APAPAY01.rpt to APAPAY01.original. Copy APAY11.rpt and rename the copy to APAPAY01.rpt. Regardless of the printer selected in the Aged Payables report form, the report will only print to standard letter paper.

Back to top


Q: What are the steps to fix a "Control not properly installed" error?

A: This error occurs when the user doesn't have sufficient security rights to the local workstations registry. Anyone who uses ACCPAC nees to be in the Power Users Group on the local workstation. ACCPAC users also need to have read/write access for the ACCPAC Data directory and access to the registry on the server.

Back to top


Q: What is the best way to create a back-up of an MS-SQL database?

A: The best way to back-up an MS-SQL database is to create a zip file fo the .mdf file for the database. This is only possible if you selected the Auto Close option when you created the database. Otherwise, you can create an ACCPAC dump file (this will not work if your database contains third-party products - i.e. UniDevCo Modules). An alternative would be to copy the file using a tape back-up system.

Back to top


Q: What are the steps to fix the error: "Error occurred when activating ACCPAC Data Source?"

A: This error occurs when the user doesn't have XML Core Services 4.0 SP2 intstalled on the local workstation. To download the service pack either go to Microsoft's website or go to google.com search engine and enter "Download XML Core Services 4.0 SP2." To intall the service pack, have an administrator login and run the downloaded file.

Back to top


Q: How do I create a set of accounts for a new department, based on the accounts or an existing department as the model?

A: 1) Choose the Create Accounts icon from the G/L Accounts folder. 2) Enter criteria for selecting the model accounts and for creating the new accounts using "From Accounts With Structure Code" and "Create Accounts with Structure Code" fields, as well as selecting whether to use the subledger and currency options from the model accounts as defaults. 3) Use the grid to specify the segments you want to create. 4) Click "Preview" to generate a list of acounts that the program will add to your chart of accounts if you are ready to add them permanently. 5) To print the preview information, click "Print." The "Print Create Account Preview Information" form appears. 6) When you have finished selecting the accounts you want to create, click "Close" to return to the "G/L Create Accounts" form. 7) Click "Process" to add the accounts to your chart of accounts.

Back to top


Q: How do I set up a custom folder on the ACCPAC Desktop for all users in the system (ex. Custom Reports folder)?

A: Create the custom folder on the ACCPAC desktop of one user. Once this is complete, copy the -c.ism file for that user to all other user folders on the system. The file can be found inthe ACCPAC>USER>username directory where ACCPAC is installed. Make sure you copy the correct company_c.ism file from one user to the next.

Back to top


Q: How do I correct the print range in my financial statement?

A: Before you can generate and print a financial report from a report specification, you must define the Spec range. The Spec range is a named range of cells in the spreadsheet. To define the Spec range in Excel, follow these steps: 1) Mark the complete report specification, from the first row and column to the last row and column. (To mark, place the mouse point onthe first cell of the range, hold down the left mouse button, and drag the pointer to the last cell of the range). 2) Choose Insert, Name, Define. 3) Type "Spec" as the range name, then click OK.

Back to top


Q: How do I create one report that has the ability to run for multiple companies without any additional setup?

A: To create a report which works with any ACCPAC Company database, Crystal Reports needs a method to determine the path of the data needed in the report. Fortunately, ACCPAC automatically passes this information to the report if 3 parameters are added to the report. These parameters are CMPNAME, PATH and EXT. The parameters must be in uppercase and spelled exactly the same. To add parameters: 1) Click the Insert pull down menu and select "field object." 2) Expand the section titled "Parameters." Click on "New Icon." 3) Type in the parameter name. Make sure the value type is a string, and discrete values is checked. Click "OK" 4) Repeat for the remaining parameters. 5) Save the report. 6) Open ACCPAC and select a folder (either existing or new custom folder), right click and select "new report". 7) Enter a name for the report and then browse the path of the report. Click "OK." 8) Double click the newly created icon to open the report.

Back to top