If you want to manage the numbering of third parties yourself, you will need to activate manual numbering for each element concerned. German legislation This process is not available for German legislation due to DATEV formatting restrictions. Access the sequence numbers. Settings > Business – Sequence numbers Edit the Entity (customer, supplier, or employee) to modify and …
To automate tax calculation, you need to create tax rates and attach them to accounts… Taxes > Tax rates…
When handling the reception of payments from your customers or when paying your own suppliers, you will need to set different terms and conditions for these payments. The payment terms make it possible to record all necessary the payment conditionsand to link them to third parties in order to automate the entry of payments.
Finishing and resuming recurring invoices allows you to halt the automatic generation of sales invoices and restart them if needed. These features are useful for managing changes in service delivery or customer needs without having to recreate the entire recurring invoice schedule. Finishing a recurring invoice sets the end date to the current date, effectively …
Sage Active can simplify your sales process by automatically generating invoices at regular intervals, such as daily, weekly, monthly, annually and more. These invoices are commonly used for subscription services, memberships, or any other type of ongoing service or product. To begin generating recurring invoices for a customer, simply create a recurrence template that includes …
Feedback and ideas drive meaningful improvements to the platform, shaping the roadmap to deliver solutions that meet your needs. This is the reason why we introduced the Ideas portal. The Ideas Portal enables: The feedback submission voting on suggestions active participation in the development process The Ideas Portal is your dedicated space to share …
You can effortlessly personalise the format of your sales document numbers to suit your specific needs. To customize your sales document numbers, start by creating one or more Sequence numbers for each document type. These Sequence numbers act as templates for your document number layout. When generating a sales document, simply select the appropriate sequence …
Adding Units of measurement to your products or services allows you to better reflect the quantities that your business uses and create more specific and accurate sales documents. In Sage Active, you can adjust the unit of measurement and unit price for the relevant product or service. Each unit has a predefined number of decimals …
Before recording any journal entries in your fiscal year for 2025, you need to make sure that Sage Active is correctly configured. Prerequisites You have imported the new fiscal year 2025 chart of accounts. Updating third party ledger accounts If you previously used ledger account codes beginning with 400 and 410 for suppliers and customers …
To import third party’s in Sage Active, you need to enter your data in the import template or a file that follows the same structure. This article helps ensure that you input the data in the format required to reduce the potential for errors. Before entering any data, you need to ensure your file includes …
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