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 …
While recording purchase invoices, Sage Active will by default propose the same cash VAT settings as set up for the supplier. You can however choose this setting on a per invoice basis if you need to. To manage the cash VAT setting when creating a purchase invoice: Edit an invoice you added through OCR or …
While recording sales documents, Sage Active will by default propose the same cash VAT settings as set up in the Legal obligations tab of the Business management settings. You can however choose this setting on a per document basis if you need to. To manage the cash VAT setting when creating a sales document: Create …
While checking a customer’s information or sales invoices, you can easily view the 3 most recent sales invoices for the customer using Copilot Insights. To see the most recent invoices for a customer: Open the customer’s information or a sales invoice. Third parties > Customers Open the Copilot screen (Copilot Insights). Choose the prompt View issued …
You can easily see a list of your pending quotes over 7 days old using Copilot Insights. To see your quotes over 7 days old: Open the Dashboard or Sales quotes list. Dashboard Sales > Sales quotes Open the Copilot screen (Copilot Insights). Choose the prompt View quotes over 7 days old if you have …
You can easily see a list of your upcoming sales invoices using Copilot Insights. To see your upcoming sales invoices: Open the Dashboard, the Sales invoices list or a specific sales invoice. Dashboard Sales > Sales invoices Open the Copilot screen (Copilot Insights). Choose the prompt View upcoming sales invoices. Copilot generates an overview of …
You can easily see a list of your overdue sales invoices using Copilot Insights. To see your overdue sales invoices: Open the Dashboard, the Sales invoices list or a specific sales invoice. Dashboard Sales > Sales invoices Open the Copilot screen (Copilot Insights). Choose the prompt View overdue sales invoices. Copilot generates an overview of your overdue sales …
Sage Active allows you to use the Sage Copilot AI to enhance your decision making through the use of Insights. Insights shows you relevant information, results, reports and more in relation to the screen you are using. When Insights is available for a subject, you will see a button Copilot Insights at the top of …
You can extend the length of the subaccount codes in your chart of accounts if this is required for your business needs. This process is irreversible Once you extend the length of your subaccount codes, you cannot decrease them again. The process to extend your subaccount codes applies to all subaccounts of a specified length. …
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