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 …
In Sage Active, you can add users and assign them roles to help manage your business processes. The number of users you can add without additional charges, depends on your subscription type. To manage users, you need to be logged in as an administrator. Add a new user Go to the name of your business …
To verify the current balance for one or more third parties, you can generate the third-party balance.
You can create an accounting session to add an extra level of categorisation to a journal entry. For example, you can add a session to identify that an entry is part of the year-end closing process or to identify that it is created by a specific user. To create a session: Enter the Sessions list. …
The sales of products or services follow a process with a well-determined flow of sales documents. Each document has a specific function and represents a stage of the sales process. All of the documents provide a written record of the transaction, ensure transparency, facilitate monitoring and can resolve potential disputes.
To start the sales process, you can create a quote for a customer.
To create a quote for a prospect, navigate to the quote list (Sales > Sales quotes). Create the quote…
The prices for your products and services can change in function of the quantity or the date they are sold. To automatically use the correct price in your sales documents at all times, you can configure Price lists.
Before carrying out accounting operations, the various accounting elements should be configured. In Accounting configuration, you can set a default account length as well as the default third party, sales and tax accounts. This configuration process formalises the accounts in use and sets the methods for encoding different operations, such as purchases, sales, and taxes. …
When importing products or services, the CSV file you will be importing needs to be in compliance with the template you downloaded through Sage Active. The CSV file needs to contain the correct information.
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