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 …
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 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 …
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