General

Troubleshooting technical issues 

If you are experiencing the technical difficulties described below, please make sure your system meets the recommended technical prerequisites for optimal use of Sage Active: Frozen screens Inability to scroll through pages Inability to view certain PDFs Inability to upload a purchase invoice Inability to insert a logo Inability to save a new sequence number


Changing the ledger account linked to a bank account 

When making changes to your accounting configuration, you might need to associate a new ledger account with an existing bank account. To change the ledger account linked to a bank: Go to Bank Accounts and Cash. Banks accounts and cash On the bank tile, click  and then choose Edit. In the side panel, select the


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



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