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 …
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 Sales > Sales invoices Open the Copilot screen (Insights). Copilot …
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 (Insights). Choose the prompt View quotes over 7 days old if you have accessed …
You can easily see a list of your sales invoices due in the next 7 days using Copilot Insights. To see your sales invoices due in the next 7 days: Open the Dashboard or Sales invoices list. Dashboard Sales > Sales invoices Open the Copilot screen (Insights). Choose the prompt View invoices due in next …
You can easily see a list of your overdue sales invoices using Copilot Insights. To see your overdue sales invoices: Open the Dashboard or Sales invoices list. Dashboard Sales > Sales invoices Open the Copilot screen (Insights). Choose the prompt View overdue sales invoices. Copilot generates an overview of your overdue sales invoices and a …
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 Insights at the top of the …
The Sage Active Dashboard shows you an overview of key information (or KPIs) for you business. These KPIs are either based on direct figures from your existing financial reports or they are the result of calculations performed with these figures. The table below shows the report titles and the description for the report lines that …
The Unit price and Discount proposed in sales documents are by default the ones that are configured in the Sales prices and discounts tab of each product or service. When a line in a sales document contains changes to the unit price, an icon ( ) is visible at the end of the line. For …
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