Creating a quote for a prospect
To create a quote for a prospect, navigate to the quote list (Sales > Sales quotes). Create the quote…
Christophe (Sage)
Consulting bank reconciliation
Bank reconciliation verifies that the data on your bank statement matches your recorded journal entries. This verification process ensures the accuracy of recorded transactions and makes it possible to identify errors and omissions. Bank reconciliation is not the same concept as matching. Matching makes it possible to combine movements in opposite directions. For example, matching …
Configuring a VAT return model
The application allows you to set up different models for your VAT returns. You choose one or more models to apply and assign them validity periods.
Creating a VAT return
Depending on the activity you carry out, you must submit a certain type of VAT return. Acces the VAT return. Select the Fiscal year and the frequency of the VAT return…
Automating VAT calculations during entries
To automate tax calculation, you need to create tax rates and attach them to accounts… Taxes > Tax rates…
Activating Cash VAT for purchases
When adding suppliers, depending on the type of activity of the latter, you can configure the type of VAT that will be taken into account when performing entries. Third parties > Suppliers…
Consulting third party deadlines
To consult the (paid or partially paid) open items of third parties, use the Deadline for payment by third party (Reports > Third-party reports – Deadline for payment by third party)…
Creating bank accounts
Managing bank accounts starts with creating a general ledger account. These general ledger accounts can then be connected to a bank account. Cash account Cash accounts can’t be connected to a bank. To create a bank account: Access the Bank accounts and cash. Bank accounts and cash Add an account (Create). Add the mandatory information …
Disconnecting a bank account
To disconnect an account linked to a bank: access Bank management.
Locate the account to be disconnected then disconnect it…
Modifying the numbering of entities
Sequence numbers allow you to organize items in a list in an orderly and coherent manner and apply to journal entries, third parties and sales documents. Sage Active is delivered with default sequence numbers that you can modify. However, you can also create new ones for orders, delivery notes, invoices, and journal entries.