General  Configuration

Accounting configuration: German legislation 

Before carrying out accounting operations, the various accounting elements should be configured. In Accounting configuration, you can set a default account length as well as the default third party, sales and tax accounts. This configuration process formalises the accounts in use and sets the methods for encoding different operations, such as purchases, sales, and taxes.


Accounting configuration: Spanish legislation 

Before carrying out accounting operations, the various accounting elements should be configured. In Accounting configuration, you can set a default account length as well as the default third party, sales and tax accounts. This configuration process formalises the accounts in use and sets the methods for encoding different operations, such as purchases, sales, and taxes.


Accounting configuration: French legislation 

Before carrying out accounting operations, the various accounting elements should be configured. In Accounting configuration, you can set a default account length as well as the default third party, sales and tax accounts. This configuration process formalises the accounts in use and sets the methods for encoding different operations, such as purchases, sales, and taxes.


Creating terms for payment in three instalments 

The application comes with several payment terms that you can take inspiration from to add more. When you create payment conditions, you can for example set the specific day for the payment to take place. In this example, the second due date is forced to 3 possible dates. To create terms for a payment in


Disabling automatic numbering for third parties 

If you want to manage the numbering of third parties yourself, you will need to activate manual numbering for each element concerned: Access the sequence numbers.   Configuration > Company – Sequence numbers Select the Entity (customer, supplier, or employee) to modify (  ). Activate Manual numbering (ON). Update. Manual numbering is now implemented and


Advice for importing journal entries 

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. Line 2: This line contains the translations from line 1 in square


Importing journal entries 

You can import journal entries to complete an existing database and therefore avoid manual data entry in the application. To import journal entries, first download the import template. This template shares important information and presents the only valid file structure for a successful import. If you want to import data retrieved from an accounting or


Importing third parties 

You can import third parties (customers, suppliers, employees) in order to complete an existing customer/supplier base and therefore avoid manual data entry in the application. To import third parties, first download the import template. This template shares important information and presents the only valid file structure for a successful import. If you want to import


Importing ledger accounts 

You can import ledger accounts in order to complete an existing chart of accounts and therefore avoid manual data entry in the application. To import your ledger accounts, first download the import template. This template shares important information and presents the only valid file structure for a successful import. If you want to import data




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