Accounting

Advice for importing third parties: Spanish legislation 

To import third party’s in Sage Active, you need to enter your data in the import template or a file that follows the same structure. This article helps ensure that you input the data in the format required to reduce the potential for errors. Before entering any data, you need to ensure your file includes


Advice for importing third parties: German legislation 

To import third party’s in Sage Active, you need to enter your data in the import template or a file that follows the same structure. This article helps ensure that you input the data in the format required to reduce the potential for errors. Before entering any data, you need to ensure your file includes


Advice for importing third parties: French legislation 

To import third party’s in Sage Active, you need to enter your data in the import template or a file that follows the same structure. This article helps ensure that you input the data in the format required to reduce the potential for errors. Before entering any data, you need to ensure your file includes


Using Copilot Insights to perform an instant analysis of a report 

You can use Copilot Insights to easily get a comprehensive written analysis of your reports. Sage Copilot uses generative AI and should be treated as such. You can consider it as a tool in your decision making, but it should not be the sole information you rely on. When instant analysis is available for a


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


Calculating your financial KPIs: German legislation 

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 table below shows the report titles and the description for the report lines that


Calculating your financial KPIs: Spanish legislation 

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 table below shows the report titles and the description for the report lines that


Calculating your financial KPIs: French legislation 

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


Recording payments for third parties 

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


Year-end closing: Spanish legislation 

When you have completed your accounting activity at the end of a fiscal year, you can run the year-end closing process to close it. Prerequisite You have created the next fiscal year before running the year-end closing process. The first month of this next fiscal year is open. This process is irreversible. After closing, you



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