The Unit price and Discount proposed in sales documents are by default the ones that are configured in the Sales prices and discounts tab of each product or service. When a line in a sales document contains changes to the unit price, an icon ( ) is visible at the end of the line. For …
You can quickly an easily record collections or payments for third parties without having to search through journal entries or invoices. You can simply look up the required third party and record the collection or payment directly from this screen. This process creates the required journal entry and performs the necessary matching based on your …
When posting sales or purchase invoices, the Post invoice screen allows you to personalise several aspects of the resulting journal entry, depending on the invoice type: Sales: Journal and Description for the journal entry Purchases: Journal, Posting date and Description for the journal entry If you do not want to see this screen appear the …
When you have completed your accounting activity at the end of a fiscal year, you can run the year-end closing process to close it. This process creates the carry-forward entry and generates the FEC file in the format required by the DGFiP. Prerequisite You have created the next fiscal year before running the year-end closing …
In Sage Active, you can perform a month-end closing process to close one or more selected periods and prevent any further changes to journal entries within those periods. The month-end closing process is irreversible. Once you have closed a month, you will not be able to modify, delete or add entries to journals for this …
Recording payments that happen before the creation of the invoice they are related to, is possible in several ways in Sage Active, depending on the legislation. Each legislation uses a prepayment ledger account. However, they differ in which amount is recorded on this account. This is either the taxable amount or the amount including taxes. …
Sage Active allows you to easily record all journal entries related to advanced payments that took place before the creation of the invoice they are related to. These prepayments can be recorded for collections from your customers as well as for payments owed to your suppliers. In this article you will find a practical example …
When you want to prevent a sales document from being modified or transformed to another sales document, you can close it. Closed documents can still be copied. To close a sales document: Access the sales documents list for the chosen document. Sales > Sales quotes Sales > Sales orders Sales > Sales delivery notes Edit …
When you have recorded sales or purchase invoices that you submitted to your customers or received from your suppliers, you can easily record the collections or payments for these invoices. The process for collections and payments is very similar and only differs in the name of the screen elements. Both are described in the steps …
You can create a copy of a sales document, independent from its type or status. You can choose a new Customer, Date or Document prefix for the copied document, but the prices, discounts and other amounts are no recalculated for the new customer, they remain exact duplicates of the values in the original document. To …
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