Recording journal entries
For your accounting entries of all types (sales, purchases, payments, etc.), access the Accounting entries (Accounting > Accounting entries)…
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Optimizing entries
The Accounting menu offers many elements configured to facilitate your entries by means of the automatic mechanisms put in place. These mechanisms rely on the linking together of all elements. Do not hesitate to modify certain settings to adapt them to your needs, but also to configure new elements to optimize your entries…
Adding a journal
To create a journal: acces the journals list (Settings > Accounting – Journals) and add a journal. Add a Journal code and Journal description…
Searching in lists
You can filter items in a list to show only items that match your criteria. Filtering consists of displaying items according to criteria that you enter in search boxes…
Adding job areas, departments or services
To add a job area: access the list of job areas (Settings > Third party – Job areas) and add a job area.
Disabling a third party
In Sage Active, you have the option to classify your created third parties as inactive. Designating a customer or supplier as inactive restricts their usage in sales documents. This includes quotes, orders, invoices, and delivery notes. Applying the inactive status to employees acknowledges their departure from the business. To classify a third party as inactive: …
Adding a supplier, customer or employee
To create third parties: go to the list of third parties (Third parties > Supplier or Customer or Employees) then add a new Third party…
Adding payment methods
To add a payment method: access Third party settings (Settings > Third party – Payment methods)…
Change active business
If you have created multiple businesses, you can switch between them. To do this activate the list in the title bar and select another business.
Removing personal data from a third party
Third parties have rights to their data and may ask you to erase it. To do this, access the third party (Third parties > Suppliers or Customers or Employees)…
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