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 …
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 …
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 …
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 …
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.
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)…
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