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 …
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 …
At the end of fiscal year 2024, once you are sure your journal entries are final, and after generating the carry-forward entry and filing your official documents You can: Change customer and supplier ledger accounts. Change balance sheet ledger accounts. Deactivate ledger accounts that are no longer used. Changing customer and supplier ledger accounts If …
As part of the changes introduced in the regulation on the modernisation of financial statements, you need to make sure that you import the new fiscal year 2025 chart of accounts by the beginning of your fiscal year for 2025. To help you in this process, Sage Active includes a feature for updating your chart …
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