Using an official chart of accounts
To quickly start working in Sage Active, you can import a standard chart of accounts for the legislation you are working under.
General
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. German legislation This process is not available for German legislation due to DATEV formatting restrictions. Access the sequence numbers. Settings > Business – Sequence numbers Edit the Entity (customer, supplier, or employee) to modify and …
Advice for importing journal entries
To import journal entries in Sage Active, you need to enter your data in the import template or a file that follows the same structure. This information 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 …
Importing journal entries
You can import journal entries to complete an existing database and therefore avoid manual data entry in the application. Before importing your data, open the Import preparation checklist. Complete the necessary actions in this list to minimise the potential for errors when importing your data. To import journal entries, first download the import template. This …
Importing third parties
You can import additional third parties (customers, suppliers, employees) to Sage Active to avoid manual data entry in the application. Before importing your data, review the actions in the Import preparation checklist. This helps minimise the potential for errors during import. To import third parties: Access Import third parties. Settings > Imports – Import third parties …
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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