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 …
You can customise the look of the documents created when you email your sales documents as PDF files to your customers. To customise your PDF files: Access your documents settings: Setting > Sales and purchases – Document preferences Upload a Business logo to appear on all of your documents. Choose if the content of the …
To facilitate sending sales documents in a PDF format, you can create templates for the emails that are used for this purpose. You can still modify these emails at the time of sending. To create an email template: Access the settings for your business. Settings > Business – Business management Go to the Email settings …
After creating a sales document, you can send a copy as a PDF to your customer, via email. You can customise these PDF files in various ways. To send a PDF copy of a sales document: Access the sales document list for the chosen document. Sales > Sales quotes Sales > Sales orders Sales > …
You can attach documents (Word, PDF, image files) to existing accounting entries. Access the Accounting entries: Accounting > Accounting entries
It is possible to quickly record purchase invoices in Sage Active, even if you do not have prior accounting experience. To complete this task, you can use OCR (Optical Character Recognition) to read the information from your purchase invoices in PDF or image files, and then convert it into journal entries. Post invoice screen The …
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 …
Attach documents to existing products and services to add more information, images of the product, manuals and so on. Authorised document formats are: PDF Word (doc, docx, rtf, etc.) Excel (xslx, xls, xlsm, slk, csv, etc.) PowerPoint (ppt) Outlook message Archive (zip) Text (txt) Image (jpg, jpeg, png, gif, bmp, svg, tif, tiff, psd, heic, …
Sage Active allows you to submit your VAT returns automatically through the EDI portal. To submit a VAT return: Access your tax returns. Tax returns Select the tax return to submit. Access the Sage compliance service page ( Manage tax return ). Choose to submit the VAT return through EDI. If you want to keep …
To verify the current balance for one or more third parties, you can generate the third-party balance.
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