You can easily create an Excel file ready to import in Sage Despachos. To do this: Access the export screen. Reports and exports > Exports – Export to tax consultant Choose a Start date and End date for the information you want to export. Generate the file. Wait for the status of the grid line …
You can create a PDF file based on a report in Sage Active to easily share or print this information. This function is available in each report containing the button Export to PDF in the top right-hand corner. To create a PDF file: Access the reports page. Reports and exports Open the report of your …
To verify the current balance for one or more third parties, you can generate the third-party balance.
Verify your accounting using a trial balance. Easily identify abnormalities and their origin to obtain a better overview of your cash flow. To generate the trial balance: Access the Trial balance. Reports > General accounting reports – Trial balance Select a Fiscal year and a Period. Select the Accounts to consider for the report. The …
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 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)…
To verify open customer and supplier accounts, you can generate the aging balance. Reports and exports > Third-party reports – Aging balance…
To generate the third party ledger, access Reports and exports > Third-party reports – Third-party ledger…
To generate the General ledger, go to Reports and exports > General accounting reports – General ledger…
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