Adding a New Company

Adding a New Company

To add a new company to Decorus, on any account with administrator access, go to the little spanner next to the company list, on the top toolbar of the main screen.

 

You will now see the ‘Sage Company List’ window, click on ‘New Company’ – this will bring up a new window.

 

(If you receive the message below you will need to enter your company licence key or purchase a larger one)








 

 





In the ‘Company’ screen fill in all the details of the new company - Name, Address, Tax year. You will also need to point at where the Sage company is situated, such as on the C:\ of your machine or a network location, by clicking on the box at the side of ‘Sage Data’.

PLEASE ENSURE THE EXTENSION OF THE SAGE LOCATION IS LOOKING

AT THE    COMPANY.***\ACCDATA FOLDER.

For example - C:\ProgramData\Sage\Accounts\2016\COMPANY.002\ACCDATA

Another way to find the Sage data path is to go into Sage > Help > About

 

 

 

 

 

 

 

 


Then copy the data path (Ctrl + C).


         And paste it directly into the Decorus Sage data (Ctrl + V).


(Clicking ‘Check Connection’ to the right of the ‘Sage Data’ box will let you know whether the connection has been successful)

Once all details are entered and the correct sage location is in the ‘Sage Data’ field click ‘Save’.

You will be asked if you wish to import your Sage nominal structure, at this point the usual answer is ‘Yes’.



If the sage company is current, you can ‘Import New Sage Nominals’ from sage to Decorus.

If you are adding additional default Decorus Nominals to a current Sage Company press ‘Configure Sage Nominals’.

 

If you are using Decorus Default Nominals you will click ‘No’ to the window below if you want to use your own click 'Yes' and point the software to the configuration file.. (This option only applies if you are ‘Configuring Sage Nominals’).


This screen is asking if you wish to import ‘Department Codes’ (Department codes in Decorus are your properties).

Click ‘Import’ to confirm your department code import.






You will then be asked if you wish to import your customers and suppliers list, if you wish to do so click ‘Yes’.








This will then bring up the ‘Import Sage Contacts’ list, from here you can select specific contacts or all contacts, be aware that you will also need to do this for the supplier list on the tab below (bottom left corner).



When you are happy select ‘Import Contacts’ and your new company will now be added to Decorus, you will then need to add your nominal configuration to the company list.

To configure the default nominal structure, select the ‘Company Nominals’ tab at the bottom of the screen.

You will then be presented with a screen similar to the list below.

 Please bear in mind the nominal structure below is default and the descriptions / codes / VAT numbers will differ from what is in your connected Sage Company.


Please ensure you also configure your ‘Client Nominals,’ if you are an AGENT, and be sure to include any of your default charges.







 

 

 

 

 

 

 

 

 

 

 

 

 


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