You can use Copilot Insights to easily get a comprehensive written analysis of your reports. Sage Copilot uses generative AI and should be treated as such. You can consider it as a tool in your decision making, but it should not be the sole information you rely on. When instant analysis is available for a …
Sage Active offers flexible functionality and its available features are based on the following criteria: The legislation of each country where it is marketed. The chosen subscription plan and collaboration with an accounting firm. The access level each user is given through predefined roles to ensure data security. As a result, the range of …
You can quickly view the payment status of your sales and purchase invoices thanks to the payment tracking indicator present in your invoice lists and each individual invoice. Prerequisites The invoices need to be posted to show the payment information. To check to payment status of a sales or purchase invoice: Open the invoice list …
When you trade with the overseas departments of France you can set up your products and services and customers to easily navigate to complexities that come with the different VAT rates involved. Prerequisites The option VAT rates for overseas departments (DOM) is activated in the Sales and purchases settings. Optionally the Product tax group in the Sales …
While recording purchase invoices, Sage Active will by default propose the same cash VAT settings as set up for the supplier. You can however choose this setting on a per invoice basis if you need to. To manage the cash VAT setting when creating a purchase invoice: Edit an invoice you added through OCR or …
While recording sales documents, Sage Active will by default propose the same cash VAT settings as set up in the Legal obligations tab of the Business management settings. You can however choose this setting on a per document basis if you need to. To manage the cash VAT setting when creating a sales document: Create …
While checking a customer’s information or sales invoices, you can easily view the 3 most recent sales invoices for the customer using Copilot Insights. To see the most recent invoices for a customer: Open the customer’s information or a sales invoice. Third parties > Customers Sales > Sales invoices Open the Copilot screen (Insights). Copilot …
You can easily see a list of your pending quotes over 7 days old using Copilot Insights. To see your quotes over 7 days old: Open the Dashboard or Sales quotes list. Dashboard Sales > Sales quotes Open the Copilot screen (Insights). Choose the prompt View quotes over 7 days old if you have accessed …
You can easily see a list of your sales invoices due in the next 7 days using Copilot Insights. To see your sales invoices due in the next 7 days: Open the Dashboard or Sales invoices list. Dashboard Sales > Sales invoices Open the Copilot screen (Insights). Choose the prompt View invoices due in next …
You can easily see a list of your overdue sales invoices using Copilot Insights. To see your overdue sales invoices: Open the Dashboard or Sales invoices list. Dashboard Sales > Sales invoices Open the Copilot screen (Insights). Choose the prompt View overdue sales invoices. Copilot generates an overview of your overdue sales invoices and a …
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