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 …
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 …
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 …
When dealing with customers and suppliers, you will have negotiated different payment terms with some or maybe most of them. You can link predefined or custom payment terms to your customers and suppliers: directly in the third party information; as reusable payment terms for other third parties. In this case, you attach these payment terms …
To quickly start working in Sage Active, you can import a standard chart of accounts for the legislation you are working under.
You have configured the type of VAT for sales and purchases, however it is still possible to derogate from time to time from the chosen VAT scheme. Accounting > Journal entries…
When an entry is erroneous, you have the possibility of modifying it quickly without having to delete it completely. Access the accounting entry, select the entry to modify, possibly delete an erroneous line and balance the entry proposed by the application. Accounting > Accounting entries…
To verify open customer and supplier accounts, you can generate the aging balance. Reports and exports > Third-party reports – Aging balance…
The reversal of accounting entries allows you to post an entry in the opposite direction of the original entry.
When you create an account, this account can be deleted in case of error. On the other hand, an account already used for entering entries for a closed financial year can no longer be deleted. In this case, it is possible to deactivate the account. This action makes the account invisible in the selection of accounts and restricts its use for entries.
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