An account on which entries have already been entered during previous fiscal years cannot be deleted. However, you can deactivate it in order to block its use during entries. You disable accounts from the Chart of Accounts settings. You reactivate them later if necessary.
You can configure one or more tax forms that will serve as a base for the VAT returns of your business. To configure the tax forms for the VAT returns: Access the Business configuration. Settings > Business – Business management Access the Legal obligations tab. Add a line to the tax forms grid (Add). Each line …
To add a fiscal year, go to the fiscal year list (Settings > Accounting – Fiscal years) and create a fiscal year…
The Accounting menu offers many elements configured to facilitate your entries by means of the automatic mechanisms put in place. These mechanisms rely on the linking together of all elements. Do not hesitate to modify certain settings to adapt them to your needs, but also to configure new elements to optimize your entries…
To create a journal: acces the journals list (Settings > Accounting – Journals) and add a journal. Add a Journal code and Journal description…
To add a job area: access the list of job areas (Settings > Third party – Job areas) and add a job area.
In Sage Active, you have the option to classify your created third parties as inactive. Designating a customer or supplier as inactive restricts their usage in sales documents. This includes quotes, orders, invoices, and delivery notes. Applying the inactive status to employees acknowledges their departure from the business. To classify a third party as inactive: …
To create third parties: go to the list of third parties (Third parties > Supplier or Customer or Employees) then add a new Third party…
To add a payment method: access Third party settings (Settings > Third party – Payment methods)…
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