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 a prepayment ledger account. However, they differ in which amount is recorded on this account. This is either the taxable amount or the amount including taxes. …
You can create a PDF file based on a report in Sage Active to easily share or print this information. This function is available in each report containing the button Export to PDF in the top right-hand corner. To create a PDF file: Access the reports page. Reports and exports Open the report of your …
To quickly start working in Sage Active, you can import a standard chart of accounts for the legislation you are working under.
You can import ledger accounts in order to complete an existing chart of accounts and therefore avoid manual data entry in the application. To import your ledger accounts, first download the import template. This template shares important information and presents the only valid file structure for a successful import. If you want to import data …
To automate tax calculation, you need to create tax rates and attach them to accounts… Taxes > Tax rates…
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 …
You can export list elements (journal entries, chart of accounts, journals, etc.) to different formats (.csv, .xlsx)…
An account on which entries have already been entered during previous fiscal years cannot be deleted. However, you can deactivate it in order to block its use during entries. You disable accounts from the Chart of Accounts settings. You reactivate them later if necessary.
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…
Follow all the news from Sage