Purchases

Showing overdue purchase invoices 

You can easily see a list of your overdue purchase invoices using Copilot Insights. To see your overdue purchase invoices: Open the Dashboard or Purchase invoices list. Dashboard Purchase invoices Open the Copilot screen (Copilot Insights). Choose the prompt View overdue purchase invoices. Copilot generates an overview of your overdue purchase invoices and a list


Showing purchase invoices due in 7 days 

You can easily see a list of your purchase invoices due in the next 7 days using Copilot Insights. To see your purchase invoices due in the next 7 days: Open the Dashboard or Purchase invoices list. Dashboard Purchase invoices Open the Copilot screen (Copilot Insights). Choose the prompt View invoices due in next 7


Checking the payment status of an invoice 

You can quickly view the payment status of your sales and purchase invoices thanks to the payment tracking indicator present in your invoice lists and each individual invoice. Prerequisites The invoices need to be posted to show the payment information. To check to payment status of a sales or purchase invoice: Open the invoice list


Managing Cash VAT for purchase invoices 

While recording purchase invoices, Sage Active will by default propose the same cash VAT settings as set up for the supplier. You can however choose this setting on a per invoice basis if you need to. To manage the cash VAT setting when creating a purchase invoice: Edit an invoice you added through OCR or


Managing withholdings for purchase invoices 

Sage Active allows you to easily manage withholdings while recording purchase invoices. Prerequisites The correct tax forms (111 and/or 115) are set up for your business. The IRPF tax rates are active and their Ledger account is informed in Settings > Tax rates. Optionally, the purchase ledger accounts are set up for automatic VAT calculation. 


Quickly adding purchase invoices with OCR assistance 

It is possible to quickly record purchase invoices or credit notes in Sage Active, even if you do not have prior accounting experience. Purchase credit notes Credit notes are recorded as purchase invoices with negative amounts. You can process different types of digital purchase invoices or credit notes: Digital invoices or credit notes with only


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