Generating the profit and loss report
To know the profitability of your business, generate a profit and loss report. To do this, access the profit and loss report (Reports and exports > Financial reports – Profit and loss)…
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Generating the balance sheet
To know the financial situation of your business, consult the balance sheet. To do this, access the Balance sheet (Reports and exports > Financial reports – Balance sheet) then launch the report.
Searching journal entries
You can search precisely for accounting entries by using the different search/filter boxes…
Recording journal entries
For your accounting entries of all types (sales, purchases, payments, etc.), access the Accounting entries (Accounting > Accounting entries)…
Optimizing entries
The Accounting menu offers many elements configured to facilitate your entries by means of the automatic mechanisms put in place. These mechanisms rely on the linking together of all elements. Do not hesitate to modify certain settings to adapt them to your needs, but also to configure new elements to optimize your entries…
Adding a journal
To create a journal: acces the journals list (Settings > Accounting – Journals) and add a journal. Add a Journal code and Journal description…
Searching in lists
You can filter items in a list to show only items that match your criteria. Filtering consists of displaying items according to criteria that you enter in search boxes…
Adding job areas, departments or services
To add a job area: access the list of job areas (Settings > Third party – Job areas) and add a job area.
Disabling a third party
In Sage Active, you have the option to classify your created third parties as inactive. Designating a customer or supplier as inactive restricts their usage in sales documents. This includes quotes, orders, invoices, and delivery notes. Applying the inactive status to employees acknowledges their departure from the business. To classify a third party as inactive: …
Adding a supplier, customer or employee
To create third parties: go to the list of third parties (Third parties > Supplier or Customer or Employees) then add a new Third party…
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