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Setting Preferences

Setting Preferences to Increase Efficiency

How can preference selections increase efficiency?

You can use the Preferences window to make several decisions about how your application operates. Here are a few suggestions for using this window to increase your efficiency.

  • Select the Activate Company on Startup check box. The last company opened will open automatically when you start the application.
  • Clear the Automatically Show Asset Snapshot check box. Although the Asset Snapshot provides useful information at a glance, you probably do not need to view it every time you start the application.
  • Clear the Group Refresh on Save option. This check box determines when the application updates the assets shown in the Asset List. Suppose you edit an asset in Asset Detail so that the asset no longer qualifies for the current group displayed in the Asset List. (For example, the current group shows assets in Location A, and you change the location of the asset to Location B.) If you select this check box, the application refreshes the Asset List every time you save changes to an asset in Asset Detail. You can save time by clearing this check box. You can then change as many assets as you want in Asset Detail, without waiting for the application to refresh the data shown in the Asset List. When you are ready to refresh the data, select View/Refresh View from the menu bar, or simply return to the Asset List.
  • Select the Automatic Book Default check box. When you finish entering asset information in the Tax book, the application will enter default information in the other open books.
  • Select a favorite Link. If you use a Sage Fixed Assets link to a general ledger application, your favorite link will appear at the bottom of the Links menu, making it easier to select when you need it.