Advice for importing products and services
When importing products or services, the CSV file you will be importing needs to be in compliance with the template you downloaded through Sage Active. The CSV file needs to contain the correct information.
Bere (Sage)
Advice for importing journal entries
To import data into Sage Active, review the following instructions and information. Respect the file structure. Do not delete the first three lines of the CSV file: Line 1: This header line contains the titles of the data that needs to be included. Asterisks indicate that it is mandatory to include this data in the …
Importing journal entries
You can import journal entries to complete an existing database and therefore avoid manual data entry in the application. Before importing your data, open the Import preparation checklist. Complete the necessary actions in this list to minimise the potential for errors when importing your data. To import journal entries, first download the import template. This …
Importing third parties
You can import additional third parties (customers, suppliers, employees) to Sage Active to avoid manual data entry in the application. Before importing your data, review the actions in the Import preparation checklist. This helps minimise the potential for errors during import. To import third parties: Access Import third parties. Settings > Imports – Import third parties …
Importing ledger accounts
You can import ledger accounts in order to complete an existing chart of accounts and therefore avoid manual data entry in the application. To import your ledger accounts, first download the import template. This template shares important information and presents the only valid file structure for a successful import. If you want to import data …
Derogating from the VAT during entry
You have configured the type of VAT for sales and purchases, however it is still possible to derogate from time to time from the chosen VAT scheme. Accounting > Journal entries…
Activating Cash VAT
The VAT scheme of your business depends on your activity, you must configure it when creating your business and it will be taken into account automatically when performing entries.
Connecting an additional bank account
You have several bank accounts within the same bank. You want to link an additional account.
Advice for importing ledger accounts
To import data into Sage Active, review the following instructions and information. Respect the file structure. Do not delete the first three lines of the CSV file: Line 1: This header line contains the titles of the data that needs to be included. Asterisks indicate that it is mandatory to include this data in the …
Activating Cash VAT for sales
When registering your business and depending on its type of activity, you can configure the type of VAT that will be automatically taken into account when performing entries. Settings > Business – Business management…