Wilfried (Sage)

Listing all documents related to a sales document 

Each sales document acts like a link in a chain of other sales documents. Sage Active allows you to easily view the sequence of documents leading up to the one you are using and tells you if there are any other documents related to this document. To check the documents related to a specific sales

Submitting a VAT return through EDI 

Sage Active allows you to submit your VAT returns automatically through the EDI portal. To submit a VAT return: Access your tax returns. Taxes > Tax returns Select the tax return to submit. Access the Sage compliance service page ( View tax return ). Choose to submit the VAT return through EDI. If you want

Creating a template for emailing PDF sales documents 

To facilitate sending sales documents in a PDF format, you can create templates for the emails that are used for this purpose. You can still modify these emails at the time of sending. To create an email template: Access the company’s settings. Configuration > Company management Go to the Email settings tab. Choose if you

Emailing sales documents as PDF files 

After creating a sales document, you can send a copy as a PDF to your customer, via email. To send a PDF copy of a sales document: Access the sales document list for the chosen document.  Sales > Sales quotes  Sales > Sales orders  Sales > Sales delivery notes Edit the document (  ). Open

Exporting information for the tax consultant 

When your tax consultant asks you to provide them with an export of your accounting information, you can easily provide these files through the DATEV export in Sage Active. Prerequisites Both the Consultant number and the Legal obligations are present in the the Legal obligations tab of your company’s settings. If these prerequisites are not

Exporting information for the tax auditor 

When the tax auditor asks you to provide them with an export of your accounting information, you can easily provide these files through the GoBD export in Sage Active. Prerequisites The City where your company is located is present in the Information tab of its settings. The GoBD export notes field in the Legal obligations

Generating a sales invoice based on a previously created document 

Sage Active simplifies sales operations by enabling seamless progression from one sales document to another. You can freely advance a transaction through the stages of quote, order, delivery note and invoice. To create an invoice based on a previously created document: Access the sales document list for the chosen document.  Sales > Sales quotes  Sales

Creating a sales document based on a previously created sales document 

Sage Active simplifies sales operations by enabling seamless progression from one sales document to another. You can freely advance a transaction through the stages of quote, order, delivery note and invoice. To create a sales document based on a previously created document: Access the sales document list for the chosen document.  Sales > Sales quotes

Manage user access levels 

You can manage user roles to give users different levels of permission for specific areas of Sage Active. Select Manage users from the list containing your company in the upper right hand corner. Edit the chosen user. Add or remove a Product and Role in the Roles and permissions section. Save your changes. Return to

Manage cookie settings 

Follow the steps below to review and change your cookie settings. Go to Profile then My profile in the upper right-hand corner of the page. Select Privacy and consent from the options on the left. Select Manage your cookie settings to review the settings: If you want to consent to all the cookies that we