Activating Cash VAT
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.
General Configuration
Advice for importing ledger accounts
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 …
Activating Cash VAT for sales
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…
Creating bank accounts
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 …
Connecting an account to a bank
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.
Disconnecting a bank account
To disconnect an account linked to a bank: access Bank management.
Locate the account to be disconnected then disconnect it…
Modifying the numbering of entities
Sequence numbers allow you to organize items in a list in an orderly and coherent manner and apply to journal entries, third parties and sales documents. Sage Active is delivered with default sequence numbers that you can modify. However, you can also create new ones for orders, delivery notes, invoices, and journal entries.
Creating terms for payment in two instalments
The application comes with several payment terms that you can use to create your own. Settings > Third party – Payment terms…
Temporarily deactivating a journal
If you no longer wish to use a journal that already contains entries from previous fiscal years, you can deactivate it. With this feature, you deactivate the journal and make it invisible in entries. It no longer appears in the list of available journals. You can reactivate this journal at any time.
Deleting an account
When you create an account, this account can be deleted in case of error. On the other hand, an account already used for entering entries for a closed financial year can no longer be deleted. In this case, it is possible to deactivate the account. This action makes the account invisible in the selection of accounts and restricts its use for entries.
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