Wilfried (Sage)

Understanding the availability of features in Sage Active 

Sage Active offers flexible functionality and its available features are based on the following criteria: The legislation of each country where it is marketed. The chosen subscription plan and collaboration with an accounting firm. The access level each user is given through predefined roles to ensure data security.   As a result, the range of

Recording withholdings in purchase journal entries 

Sage Active allows you to easily manage withholdings while recording purchase journal entries. Prerequisites The correct tax forms (111 and/or 115) are set up for your business. The option Personal income tax is active and the Tax treatment is informed for each supplier you need to record withholdings for. The IRPF tax rates are active

Checking the payment status of an invoice 

You can quickly view the payment status of your sales and purchase invoices thanks to the payment tracking indicator present in your invoice lists and each individual invoice. Prerequisites The invoices need to be posted to show the payment information. To check to payment status of a sales or purchase invoice: Open the invoice list

Using DOM VAT rates in sales documents 

When you trade with the overseas departments of France you can set up your products and services and customers to easily navigate to complexities that come with the different VAT rates involved. Prerequisites The option VAT rates for overseas departments (DOM) is activated in the Sales and purchases settings. Optionally the Product tax group in the Sales

Managing Cash VAT for purchase invoices 

While recording purchase invoices, Sage Active will by default propose the same cash VAT settings as set up for the supplier. You can however choose this setting on a per invoice basis if you need to. To manage the cash VAT setting when creating a purchase invoice: Edit an invoice you added through OCR or

Managing Cash VAT for sales documents 

While recording sales documents, Sage Active will by default propose the same cash VAT settings as set up in the Legal obligations tab of the Business management settings. You can however choose this setting on a per document basis if you need to. To manage the cash VAT setting when creating a sales document: Create

Managing withholdings for purchase invoices 

Sage Active allows you to easily manage withholdings while recording purchase invoices. Prerequisites The correct tax forms (111 and/or 115) are set up for your business. The IRPF tax rates are active and their Ledger account is informed in Settings > Tax rates. Optionally, the purchase ledger accounts are set up for automatic VAT calculation. 

Showing the most recent sales invoices for a customer 

While checking a customer’s information or sales invoices, you can easily view the 3 most recent sales invoices for the customer using Copilot Insights. To see the most recent invoices for a customer: Open the customer’s information or a sales invoice. Third parties > Customers Sales > Sales invoices Open the Copilot screen (Insights). Copilot

Showing quotes over 7 days old and sending reminders 

You can easily see a list of your pending quotes over 7 days old using Copilot Insights. To see your quotes over 7 days old: Open the Dashboard or Sales quotes list. Dashboard Sales > Sales quotes Open the Copilot screen (Insights). Choose the prompt View quotes over 7 days old if you have accessed