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 …
Sage Active allows you to use the Sage Copilot AI to enhance your decision making through the use of Insights. Insights shows you relevant information, results, reports and more in relation to the screen you are using. When Insights is available for a subject, you will see a button Copilot Insights at the top of …
You can extend the length of the subaccount codes in your chart of accounts if this is required for your business needs. This process is irreversible Once you extend the length of your subaccount codes, you cannot decrease them again. To extend a subaccount: Access your Accounting configuration. Settings > Accounting – Accounting configuration Extend …
The Sage Active Dashboard shows you an overview of key information (or KPIs) for you business. These KPIs are either based on direct figures from your existing financial reports or they are the result of calculations performed with these figures. The table below shows the report titles and the description for the report lines that …
The Unit price and Discount proposed in sales documents are by default the ones that are configured in the Sales prices and discounts tab of each product or service. When a line in a sales document contains changes to the unit price, an icon ( ) is visible at the end of the line. For …
You can quickly an easily record payments for third parties without having to search through journal entries or invoices. You can simply look up the required third party and record the payment directly from this screen. This process creates the required journal entry and performs the necessary matching based on your choices. The process for …
When posting sales or purchase invoices, the Post invoice screen allows you to personalise several aspects of the resulting journal entry, depending on the invoice type: Sales: Journal and Description for the journal entry Purchases: Journal, Posting date and Description for the journal entry If you do not want to see this screen appear the …
When you have completed your accounting activity at the end of a fiscal year, you can run the year-end closing process to close it. Prerequisite You have created the next fiscal year before running the year-end closing process. The first month of this next fiscal year is open. This process is irreversible. After closing, you …
In Sage Active, you can perform a month-end closing process to close one or more selected periods and prevent any further changes to journal entries within those periods. Once you have closed a month, you will not be able to modify, delete or add entries to journals for this period without reopening it again. To …
Recording payments that happen before the creation of the invoice they are related to, is possible in several ways in Sage Active, depending on the legislation. Each legislation uses an advance payment ledger account. However, they differ in which amount is recorded on this account. This is either the taxable amount or the amount including …
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