Carine (Sage)

Using the activity log 

After reading this topic, you will know: How to select date ranges for your search. Which categories you can filter by. How to apply filters and search while using them.   Only the Business owner has access to the logs. The business owner is the first user that is created for the business. This tool

View, add and edit users 

In Sage Active, you can add users and assign them roles to help manage your business processes. The number of users you can add without additional charges, depends on your subscription type. To manage users, you need to be logged in as an administrator. Add a new user Go to your company name in the

Creating terms for payment in three instalments 

The application comes with several payment terms that you can take inspiration from to add more. When you create payment conditions, you can for example set the specific day for the payment to take place. In this example, the second due date is forced to 3 possible dates. To create terms for a payment in

Generating the trial balance 

Verify your accounting using a trial balance. Easily identify abnormalities and their origin to obtain a better overview of your cash flow. To generate the trial balance: Access the Trial balance. Reports > General accounting reports – Trial balance Select a Fiscal year and a Period. Select the Accounts to consider for the report. The