If you are experiencing technical difficulties such as a frozen screen, inability to scroll, or general slowness, please make sure your system meets the recommended technical prerequisites for optimal use of Sage Active. Operating System / browser Operating System Browser Compatibility Windows Chrome Yes Edge Yes Mac OS Chrome Yes Edge Yes …
Adding Units of measurement to your products or services allows you to better reflect the quantities that your business uses and create more specific and accurate sales documents. In Sage Active, you can adjust the unit of measurement and unit price for the relevant product or service. Each unit has a predefined number of decimals …
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 purchase invoices due in the next 7 days using Copilot Insights. To see your purchase invoices due in the next 7 days: Open the Dashboard or Purchase invoices list. Dashboard Purchase invoices Open the Copilot screen (Copilot Insights). Choose the prompt View invoices due in next 7 …
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 …
Sage Active allows you to easily manage withholdings while recording purchase journal entries. Prerequisites The correct tax forms (111 and/or 115) are set up for your business. The option Personal income tax is active and the Tax treatment is informed for each supplier you need to record withholdings for. The IRPF tax rates are active …
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 …
Sage Active allows you to easily manage withholdings while recording purchase invoices. Prerequisites The correct tax forms (111 and/or 115) are set up for your business. The IRPF tax rates are active and their Ledger account is informed in Settings > Tax rates. Optionally, the purchase ledger accounts are set up for automatic VAT calculation. …
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