When creating sales documents like quotes, orders, or delivery notes, you can request an advance payment from your customer. Sage Active streamlines this process by allowing you to easily formalise the advance payment through an advance payment invoice, directly based on the current sales document. Managing your advance payment invoice involves several steps: Create the …
If you are experiencing the technical difficulties described below, please make sure your system meets the recommended technical prerequisites for optimal use of Sage Active: Frozen screens Inability to scroll through pages Inability to view certain PDFs Inability to upload a purchase invoice Inability to insert a logo Inability to save a new sequence number …
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 …
When making changes to your accounting configuration, you might need to associate a new ledger account with an existing bank account. To change the ledger account linked to a bank: Go to Bank Accounts and Cash. Banks accounts and cash On the bank tile, click and then choose Edit. In the side panel, select the …
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 purchase invoices due in next …
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 …
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