Your accounting must be perfectly configured before recording any entries. To achieve this, follow the steps below. You must have previously imported the new 2025 chart of accounts into your accounting system. Linking New Accounts If you previously used the 400 and 410 account roots for supplier and customer accounts, update the default linked accounts …
After the end of fiscal year 2024, you are certain that your 2024 entries will not be changed. You have generated the carry-forward entry, and you have filed your official documents. You can now: Change customer and supplier ledger accounts. Change balance sheet ledger accounts. Deactivate ledger accounts accounts that are no longer used. Change …
As part of the changes introduced in the regulation on the modernisation of financial statements, you need to make sure that you import the new fiscal year 2025 chart of accounts by the beginning of your fiscal year for 2025. To help you in this process, Sage Active includes a feature for updating your chart …
Starting from 1 January 2025, the regulation on the modernisation of financial statements introduces various mandatory changes in the chart of accounts and financial reports of French businesses. To comply with the changes, Sage Active helps you update your accounting data to the 2025 standard. The date that these changes affect your business depends on …
To change the bank account linked to a bank, go to Bank Accounts and Cash Accounts (Select Banks / Cash). On the bank tile, click the 3 points then choose Edit…
In the event of a sales issue or invoicing error, you can issue your customer a credit note. To create a credit note: Access the invoices list. Sales > Sales invoices Edit the invoice that you need to create the credit note for ( ). You can create a credit note for an unposted or …
The sales of products or services follow a process with a well-determined flow of sales documents. Each document has a specific function and represents a stage of the sales process. All of the documents provide a written record of the transaction, ensure transparency, facilitate monitoring and can resolve potential disputes.
To start the sales process, you can create a quote for a customer.
You can record a customer’s reason for refusal when closing a quote.
To create a quote for a prospect, navigate to the quote list (Sales > Sales quotes). Create the quote…
