Working with Utilities

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Entering company information

Security features of Sage 100 Contractor

You use the 7-Utilities windows to set up security, create users, create companies, and to perform maintenance functions. A company administrator with exclusive access rights must perform many of these tasks.

List of 7-Utilities Windows

  • 7-1 Company Information.Enter company information into the system, such as address, license numbers, tax numbers, direct deposit information, and more.
  • 7-2 Company Security.Contains two sub-menu windows:
    • 7-2-1 Security Groups.Create security groups and set security for Save, Delete, Void, Print Checks, and more.
    • 7-2-2 User List.Set up a list of users in the current company. To save time, you can also copy user defaults.

  • 7-3 Repair Database.Opens the Support Password window. The sole function of this window is to repair damaged databases (for example, due to a power failure or hard disk failure), and requires Customer Support.

    Important! You must contact Customer Support for assistance with database repair. Visit Sage Customer Resources (www.SageCity.com/Resources) for links to Live Chat and Online Case submission.

  • 7-4 Contact Manager.7-4 Contact Manager allows you to add and update 3‑5 Jobs (Accounts Receivable), 3‑6 Receivables Clients, and 4‑4 Vendors (Accounts Payable) contact records in your Outlook contacts .
  • 7-5 Scheduled Reports Manager.View and delete events recorded when scheduled reports are executed.
  • 7-6 Alerts Manager.Use 7-6 Alerts Manager to view, created, edit, and import custom alerts and program alerts that are viewable in the Dashboard and email.