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 …
You can import third parties (customers, suppliers, employees) in order to complete an existing customer/supplier base 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 third parties, first download …
To automate tax calculation, you need to create tax rates and attach them to accounts… Taxes > Tax rates…
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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 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 add a fiscal year, go to the fiscal year list (Settings > Accounting – Fiscal years) and create a fiscal year…
For your accounting entries of all types (sales, purchases, payments, etc.), access the Accounting entries (Accounting > Accounting entries)…
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