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 …
To automate tax calculation, you need to create tax rates and attach them to accounts… Taxes > Tax rates…
When adding suppliers, depending on the type of activity of the latter, you can configure the type of VAT that will be taken into account when performing entries. Third parties > Suppliers…
The VAT scheme of your business depends on your activity, you must configure it when creating your business and it will be taken into account automatically when performing 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. Asterisks indicate that it is mandatory to include this data in the …
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. Asterisks indicate that it is mandatory to include this data in the …
When registering your business and depending on its type of activity, you can configure the type of VAT that will be automatically taken into account when performing entries. Settings > Business – Business management…
Managing bank accounts starts with creating a general ledger account. These general ledger accounts can then be connected to a bank account. Cash account Cash accounts can’t be connected to a bank. To create a bank account: Access the Bank accounts and cash. Bank accounts and cash Add an account (Create). Add the mandatory information …
Managing bank accounts starts with adding a bank and associating a general ledger account with it. Synchronizations between the application and the bank accounts make it possible to record entries without having to manually enter them.
To disconnect an account linked to a bank: access Bank management.
Locate the account to be disconnected then disconnect it…
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