Please ensure spellings are correct
If unsure please check with accountant
How many company accounts will you use Sage for?
How many users will be using Sage at the same time?
Please tick Yes if you record Stock and No if you do not record Stock
Please list the users and their positions e.g. Eamon Breslin - Accounts
If unsure please check with your accountant
Please list your bank account details: Account Number and Sort Code
Please list your Sales Nominal Code Descriptions e.g. Wine Sales, Beer Sales, Spirit Sales. These codes are used in reporting to categories different sales types.
Please list your Purchase Nominal Code Descriptions e.g. Wine Purchases, Beer Purchases, Spirit Purchases. These codes are used in reporting to categories different purchase types.
Please add anything else you would like to say regarding your Sage setup.