Connecting an additional bank account
You have several bank accounts within the same bank. You want to link an additional account.
Accounting
Advice for importing ledger accounts
To import data into Sage Active, review the following instructions and information. Respect the file structure. Do not delete the first three lines of the CSV file: Line 1: This header line contains the titles of the data that needs to be included. Asterisks indicate that it is mandatory to include this data in the …
Activating Cash VAT for sales
When registering your business and depending on its type of activity, you can configure the type of VAT that will be automatically taken into account when performing entries. Settings > Business – Business management…
Consulting third party deadlines
To consult the (paid or partially paid) open items of third parties, use the Deadline for payment by third party (Reports > Third-party reports – Deadline for payment by third party)…
Creating bank accounts
Managing bank accounts starts with creating a general ledger account. These general ledger accounts can then be connected to a bank account. Cash account Cash accounts can’t be connected to a bank. To create a bank account: Access the Bank accounts and cash. Bank accounts and cash Add an account (Create). Add the mandatory information …
Connecting an account to a bank
Managing bank accounts starts with adding a bank and associating a general ledger account with it. Synchronizations between the application and the bank accounts make it possible to record entries without having to manually enter them.
Disconnecting a bank account
To disconnect an account linked to a bank: access Bank management.
Locate the account to be disconnected then disconnect it…
Attaching documents to journal entries
You can attach documents (Word, PDF, image files) to existing accounting entries. Access the Accounting entries: Accounting > Accounting entries
Recording bank transactions and reconciling entries
During synchronizations, bank transactions are retrieved from your bank in order to offer you financial entries ready to be recorded and matched.
Initialising accounting with a FEC
Import a FEC to recover your previous accounting information. To do this access Import FEC (Settings > Imports – Import FEC file)…
Follow all the news from Sage