After reading this topic, you will know: How to select date ranges for your search. Which categories you can filter by. How to apply filters and search while using them. Only the Business owner has access to the logs. The business owner is the first user that is created for the business. This tool …
Before you can begin creating sales documents, you need to set up products or services to add to them.
To automate tax calculation, you need to create tax rates and attach them to accounts… Taxes > Tax rates…
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 …
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…
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