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 …
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 …
When making changes to your accounting configuration, you might need to associate a new ledger account with an existing bank account. To change the ledger account linked to a bank: Go to Bank Accounts and Cash. Banks accounts and cash On the bank tile, click and then choose Edit. In the side panel, select the …
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 upcoming purchase invoices using Copilot Insights. To see your upcoming purchase invoices: Open the Dashboard or Purchase invoices list. Dashboard Purchase invoices Open the Copilot screen (Copilot Insights). Choose the prompt View upcoming purchase invoices. Copilot generates an overview of your upcoming purchase invoices and a list …
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 …
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