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Can a single user have Sage on home and work PC

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Client is running Sage Essentials (desktop) on their work PC. Single user licence. They would like to be able to access it on their home PC. I have a lot of clients who share their Sage data with me using Sage Drive. The client signs me up as the accountant and I get an email inviting me to link up. It works well. My client would like to access their work Sage data on their home PC. We've spoken to Sage who say the client has to upgrade to 2 users. But there won't be two concurrent users - only one person will be accessing the data, it is just that sometimes that person will be on another computer. Has anyone been able to get this to work without having to pay extra for a second user? I know that SageOne works as does other cloud software but the client does not want to change software. I'm wondering whether the solution will be for the client to access the work computer from home using Remote Desktop. Anyone got any thoughts?

Replies (14)

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By ireallyshouldknowthisbut
30th Mar 2020 18:02

Kevin,

Remote desktopping is your friend here so long as the "office" computer is on.

You can usually get computers to "wake" as a certain time in the BIOS so you can come on at (say) 9am everyday and be turned off by the user. My office machines all do that so we don't burn power 24/7.

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By frankfx
30th Mar 2020 21:04

Message to SAGE.

Come on.

At least during the Covid 19 outbreak.

Sage you could get some marketing qudos by reaching out to your loyal customers .

We await your swift response.

Dear OP
Why not direct Sage customer service to this thread.

Big enough to cope.
Small enough to care?

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By Cheshire
31st Mar 2020 08:10

Kevin
I have a client in the same boat (with sage essentials)

Sage say in normal circumstances that a 2 user licence is required, BUT, given the Covid19 issue they were prepared to allow a 2nd user on a temporary basis and they updated their file accordingly.

Worth another call (s) until you get a sympathetic ear perhaps?

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By frankfx
31st Mar 2020 09:44

Finding a sympathetic ear should not be a challenge!

When calling SAGE escalate to Executive Suite.

Sage CEO, Steve Hare, is a chartered accountant.

How would he personally solve this problem on behalf of customers who are accountants?

Email him.

I " guarantee " a successful outcome.

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By Paul Morgan
31st Mar 2020 10:33

Hi Kevin,

Your client can work from home with a single user installation of Sage 50cloud Accounts. They can prepare by working through this check list http://ow.ly/nEvM30qu43W to ensure they have everything they need.

You can also access our Working from home with Sage 50cloud Accounts guide http://ow.ly/QZwP30qu43X for more information.

Our Coronavirus Help Centre is also available at http://ow.ly/B9bF30qu43Y to keep you up to date with ongoing developments in the current climate.

Regards,

Paul
Sage UKI

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Replying to Paul Morgan:
By ireallyshouldknowthisbut
31st Mar 2020 10:48

@Paul, He hasn't got Sage 50 Cloud, he has got Sage essentials and doesn't want to change.

RTFQ

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Replying to ireallyshouldknowthisbut:
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By Paul Morgan
31st Mar 2020 15:07

Hi,

Sage 50 / 50cloud Accounts Essentials is a variant of Sage 50 / 50cloud Accounts, so the advice given will work for the Essentials variant in the same way.

Regards,

Paul
Sage UKI

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Replying to ireallyshouldknowthisbut:
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By Paul Morgan
31st Mar 2020 15:07

-

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By Samantha20
31st Mar 2020 11:07

Sage told me that you can use Sage Essentials on 2 machines as long as you don't use them concurrently. I did this in my last job. You just need to restore a backup from the other computer.

Otherwise, he can use SageDrive (I know it is cumbersome to use) if he doesn't want to keep restoring backups.

He could also use something like TeamViewer to access his work computer.

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Morph
By kevinringer
31st Mar 2020 13:38

Thanks everyone. My understanding is that you can't access Sage using Sage Drive in 2 locations with a single user licence. I appreciate we can ask for a second licence but that is only temporary. I know we can backup and restore but that's a faff. I think remote desktop is the way to go.

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By Samantha20
31st Mar 2020 14:03

I don't understand what you mean by:

"you can't access Sage using Sage Drive in 2 locations with a single user licence. "

Surely that is the whole point of Sage Drive? It allows 2 people to access the data at different times. When I was setting it up, I asked if I would be able to access my work data at home using Sage Drive and was told I could.

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Replying to Samantha20:
Morph
By kevinringer
31st Mar 2020 15:29

@Samantha, we have loads of single-user clients who have shared their Sage Drive data with us using the 'invite accountant' option and it works very well. This client has already shared their data with us but now wants to also access it at their home as well as the office and that doesn't work which is why I've asked if anyone else has got it to work on a single user licence.

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By paulwakefield1
31st Mar 2020 16:29

The Sage licence is draconian in its restrictions at least as written (see link below) so, if you want to be absolutely clean, you are going to have to persuade them to relax your licence or use a remote desktop which does seem to be allowed (looks like they missed a trick!).

https://my.sage.co.uk/public/help/askarticle.aspx?articleid=25333

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By kevbrownuk
02nd Apr 2020 13:19

Hi Kevin,

I hope i understand this correct but your client should already be able to do this as i explain below:

If your client is on Sage 50 Essentials and is either on a subscription/sagecoverextra basis (most are) then your client can set up SageDrive to allow them to work from home and this will not incur any additional costs.

Now i know you have already stated that you often use this to access clients data which is great, this should not have any negative impact because each licence of Sage is granted a SageDrive user exclusively for the accountant (You) and a Sage Drive user for themselves.

What you may experience though is a clash when both trying to use the Sage username 'Manager' so you may want to get your client to set up a new Sage username and use this username when they are logging in from home. They can set this up in Settings > Access rights. If the Access rights option does not show then they can enable this by going to Settings > Company Preferences > Parameters and putting a tick in access rights. This will then display the access rights option and they can create the additional user.

Once they have the additional user, then can then set up Sage Drive by going to File > Set up Sage Drive.

Here is some steps to set up SageDrive:
https://ask.sage.co.uk/scripts/ask.cfg/php.exe/enduser/std_adp.php?p_faq...

Here is some steps to connect the remote user for the first time wqf:
https://ask.sage.co.uk/scripts/ask.cfg/php.exe/enduser/std_adp.php?p_faq...

Iv had to make a few assumptions about your client with the above instructions but this should hopefully give you a good starting point, should you need any further info then please drop me an email [email protected] .If you know who your Practice Success Manager is at Sage then please let me know and i can ask them to give you a call to explain all of the different support options that are currently available to your own practice and your clients.

Thanks
Kevin Brown
Practice Success Manager (NorthEast & Yorkshire)
Sage - Accountants & Bookkeepers

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