Your accounting must be perfectly configured before recording any entries. To achieve this, follow the steps below. You must have previously imported the new 2025 chart of accounts into your accounting system. Linking New Accounts If you previously used the 400 and 410 account roots for supplier and customer accounts, update the default linked accounts …
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 …
Starting from 1 January 2025, the regulation on the modernisation of financial statements introduces various mandatory changes in the chart of accounts and financial reports of French businesses. To comply with the changes, Sage Active helps you update your accounting data to the 2025 standard. The date that these changes affect your business depends on …
You can easily see a list of your overdue purchase invoices using Copilot Insights. To see your overdue purchase invoices: Open the Dashboard or Purchase invoices list. Dashboard Purchase invoices Open the Copilot screen (Copilot Insights). Choose the prompt View overdue purchase invoices. Copilot generates an overview of your overdue purchase invoices and a list …
You can easily see a list of your purchase invoices due in the next 7 days using Copilot Insights. To see your purchase invoices due in the next 7 days: Open the Dashboard or Purchase invoices list. Dashboard Purchase invoices Open the Copilot screen (Copilot Insights). Choose the prompt View invoices due in next 7 …
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 …
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 …
Follow all the news from Sage