Change the Bank Account linked to a Bank
To change the bank account linked to a bank, go to Bank Accounts and Cash Accounts (Select Banks / Cash). On the bank tile, click the 3 points then choose Edit…
General
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 …
Understanding the availability of features in Sage Active
Sage Active offers flexible functionality and its available features are based on the following criteria: The legislation of each country where it is marketed. The chosen subscription plan and collaboration with an accounting firm. The access level each user is given through predefined roles to ensure data security. As a result, the range of …
Using Copilot Insights to help manage your business
Sage Active allows you to use the Sage Copilot AI to enhance your decision making through the use of Insights. Insights shows you relevant information, results, reports and more in relation to the screen you are using. When Insights is available for a subject, you will see a button Copilot Insights at the top of …
Extending the length of your ledger accounts: French legislation
You can extend the length of the subaccount codes in your chart of accounts if this is required for your business needs. This process is irreversible Once you extend the length of your subaccount codes, you cannot decrease them again. The process to extend your subaccount codes applies to all subaccounts of a specified length. …
Extending the length of your ledger accounts: Spanish legislation
You can extend the length of the subaccount codes in your chart of accounts if this is required for your business needs. This process is irreversible Once you extend the length of your subaccount codes, you cannot decrease them again. To extend a subaccount: Access your Accounting configuration. Settings > Accounting – Accounting configuration Extend …
Showing or hiding the post details screen when posting invoices
When posting sales or purchase invoices, the Post invoice screen allows you to personalise several aspects of the resulting journal entry, depending on the invoice type: Sales: Journal and Description for the journal entry Purchases: Journal, Posting date and Description for the journal entry If you do not want to see this screen appear the …
Using an official chart of accounts
To quickly start working in Sage Active, you can import a standard chart of accounts for the legislation you are working under.
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