Exporting list elements
You can export list elements (journal entries, chart of accounts, journals, etc.) to different formats (.csv, .xlsx)…
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Exporting journal entries
To export your accounting entries: use the Accounting entries export (Reports and exports > Exports – Export to tax consultant). Select a date range then generate the file. Once generated, you just have to download it.
Exporting reports to PDF
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 …
Exporting information for the tax consultant
When your tax consultant asks you to provide them with an export of your accounting information, you can easily provide these files through the DATEV export in Sage Active. Prerequisites Both the Consultant number and the Legal obligations are present in the the Legal obligations tab of your business management settings. If these prerequisites are …
Exporting information for the tax auditor
When the tax auditor asks you to provide them with an export of your accounting information, you can easily provide these files through the GoBD export in Sage Active. Prerequisites The City where your business is located is present in the Information tab of its settings. The GoBD export notes field in the Legal obligations …
Excluding a product or service from a document type
For availability or compliance reasons, you may decide to restrict the creation of orders, delivery notes, or invoices to specific products or services only.
Practical example recording prepayments: German legislation
Sage Active allows you to easily record all journal entries related to advanced payments that took place before the creation of the invoice they are related to. These prepayments can be recorded for collections from your customers as well as for payments owed to your suppliers. In this article you will find a practical example …
Practical example recording prepayments: French legislation
Sage Active allows you to easily record all journal entries related to advanced payments that took place before the creation of the invoice they are related to. These prepayments can be recorded for collections from your customers as well as for payments owed to your suppliers. In this article you will find a practical example …
Practical example recording prepayments: Spanish legislation
Sage Active allows you to easily record all journal entries related to advanced payments that took place before the creation of the invoice they are related to. These prepayments can be recorded for collections from your customers as well as for payments owed to your suppliers. In this article you will find a practical example …
Creating an export file for Sage Despachos
You can easily create an Excel file ready to import in Sage Despachos. To do this: Access the export screen. Reports and exports > Exports – Export to tax consultant Choose a Start date and End date for the information you want to export. Generate the file. Wait for the status of the grid line …
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