To import data into Sage Active, review the following instructions and information. Respect the file structure. Do not delete the first three lines of the CSV file: Line 1: This header line contains the titles of the data that needs to be included. Asterisks indicate that it is mandatory to include this data in the …
When registering your business and depending on its type of activity, you can configure the type of VAT that will be automatically taken into account when performing entries. Settings > Business – Business management…
To consult the (paid or partially paid) open items of third parties, use the Deadline for payment by third party (Reports > Third-party reports – Deadline for payment by third party)…
Managing bank accounts starts with creating a general ledger account. These general ledger accounts can then be connected to a bank account. Cash account Cash accounts can’t be connected to a bank. To create a bank account: Access the Bank accounts and cash. Bank accounts and cash Add an account (Create). Add the mandatory information …
Managing bank accounts starts with adding a bank and associating a general ledger account with it. Synchronizations between the application and the bank accounts make it possible to record entries without having to manually enter them.
To disconnect an account linked to a bank: access Bank management.
Locate the account to be disconnected then disconnect it…
You can attach documents (Word, PDF, image files) to existing accounting entries. Access the Accounting entries: Accounting > Accounting entries
During synchronizations, bank transactions are retrieved from your bank in order to offer you financial entries ready to be recorded and matched.
Sequence numbers allow you to organize items in a list in an orderly and coherent manner and apply to journal entries, third parties and sales documents. Sage Active is delivered with default sequence numbers that you can modify. However, you can also create new ones for orders, delivery notes, invoices, and journal entries.
When an entry is erroneous, you have the possibility of modifying it quickly without having to delete it completely. Access the accounting entry, select the entry to modify, possibly delete an erroneous line and balance the entry proposed by the application. Accounting > Accounting entries…
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