To import journal entries in Sage Active, you need to enter your data in the import template or a file that follows the same structure. This information 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 …
You can import journal entries to complete an existing database and therefore avoid manual data entry in the application. Before importing your data, open the Import preparation checklist. Complete the necessary actions in this list to minimise the potential for errors when importing your data. To import journal entries, first download the import template. This …
You can import additional third parties (customers, suppliers, employees) to Sage Active to avoid manual data entry in the application. Before importing your data, review the actions in the Import preparation checklist. This helps minimise the potential for errors during import. To import third parties: Access Import third parties. Settings > Imports – Import third parties …
You can import ledger accounts in order to complete an existing chart of accounts and therefore avoid manual data entry in the application. To import your ledger accounts, first download the import template. This template shares important information and presents the only valid file structure for a successful import. If you want to import data …
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.
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…
To automate tax calculation, you need to create tax rates and attach them to accounts… Taxes > Tax rates…
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…
You have configured the type of VAT for sales and purchases, however it is still possible to derogate from time to time from the chosen VAT scheme. Accounting > Journal entries…
The VAT scheme of your business depends on your activity, you must configure it when creating your business and it will be taken into account automatically when performing entries.
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