Automating VAT calculations during entries
To automate tax calculation, you need to create tax rates and attach them to accounts… Taxes > Tax rates…
General
Activating Cash VAT for purchases
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…
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.
Our cookie policy
The cookie policy for Sage Active depends on the legislation of your country. Currently, Sage Active is available for France, Germany and Spain. A detailed description of the cookie policy for each country is available: French cookie policy German cookie policy Spanish cookie policy
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.
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