When the tax auditor asks you to provide them with an export of your accounting information in accordance with the anti-fraud act, you can easily provide these files through the Export for tax auditor export in Sage Active. Prerequisites The fiscal year for the export is closed. If these prerequisites are not met, a message …
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 …
While checking a customer’s information or sales invoices, you can easily view the best-selling products or services for the customer using Copilot Insights. To see the best-selling products or services for a customer: Open the customer’s information or a sales invoice. Third parties > Customers Sales > Sales invoices Open the Copilot screen (Copilot Insights). …
When creating sales documents like quotes, orders, delivery notes or invoices, you can request an advance payment from your customer. Sage Active streamlines this process by allowing you to easily formalise the advance payment through an advance payment invoice, directly based on the current sales document. Managing your advance payment invoice involves several steps: Create …
Download the PDF document containing: Useful links to government sites explaining the FEC A link to test your FEC Best practices and rules for correctly recording your journal entries The FEC structure Download the PDF
If you are experiencing the technical difficulties described below, please make sure your system meets the recommended technical prerequisites for optimal use of Sage Active: Frozen screens Inability to scroll through pages Inability to view certain PDFs Inability to upload a purchase invoice Inability to insert a logo Inability to save a new sequence number …
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 …
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