The Sage Active Dashboard shows you an overview of key information (or KPIs) for you business. These KPIs are either based on direct figures from your existing financial reports or they are the result of calculations performed with these figures. The tables below show the report titles and the description for the report lines that …
To change the registered business name or address, you must be the business owner. It is not possible to transfer the ownership of your licence or subscription. Change your registered business name Go to your business name in the upper right-hand corner. Select Manage business account. In the Business details tab, enter your new Business …
To manage your payment details, you must log in as the business owner or have relevant permissions to manage subscriptions. Select your business name in the upper right-hand corner and then select Manage business account. Select Payment and billing details on the left to review your payment details. To change payment details, select Edit payment …
To review your Sage invoices, you must log in as the business owner or have relevant permissions to manage subscriptions. From the navigation bar, select your business name, then Manage business account. Select the Invoices tab. Select the invoice you want to view to open it in a new browser tab or window. Use the …
You can add multiple businesses to your Sage account. This allows you to easily switch between businesses without the need for multiple login details. Adding a business Log in to your Sage account. Select Home from the navigation menu. Select Add a business. Follow the on-screen instructions to enter your business details. Select the services …
To upgrade or downgrade your subscription, you must log in as the business owner or have relevant permissions to manage subscriptions. Select your business name, then select Manage business account from the dropdown menu. Select the Subscriptions tab. Here you can view your current subscriptions. Select Manage subscriptions. Modify your subscriptions as needed. Review the …
The Unit price and Discount proposed in sales documents are by default the ones that are configured in the Sales prices and discounts tab of each product or service. When a line in a sales document contains changes to the unit price, an icon ( ) is visible at the end of the line. For …
You can quickly an easily record payments for third parties without having to search through journal entries or invoices. You can simply look up the required third party and record the payment directly from this screen. This process creates the required journal entry and performs the necessary matching based on your choices. The process for …
When posting sales or purchase invoices, the Post invoice screen allows you to personalise several aspects of the resulting journal entry, depending on the invoice type: Sales: Journal and Description for the journal entry Purchases: Journal, Posting date and Description for the journal entry If you do not want to see this screen appear the …
Recording payments that happen before the creation of the invoice they are related to, is possible in several ways in Sage Active, depending on the legislation. Each legislation uses an advance payment ledger account. However, they differ in which amount is recorded on this account. This is either the taxable amount or the amount including …
