Related help for "purchase"
Recording collections and payments for sales and purchase invoices
When you have recorded sales or purchase invoices that you submitted to your customers or received from your suppliers, you can easily record the collections or payments for these invoices. The process for collections and payments is very similar and only differs in the name of the screen elements. Both are described in the steps …
Quickly adding purchase invoices with OCR assistance
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 …
Derogating from the VAT during entry
You have configured the type of VAT for sales and purchases, however it is still possible to derogate from time to time from the chosen VAT scheme. Accounting > Journal entries…
Recording journal entries
For your accounting entries of all types (sales, purchases, payments, etc.), access the Accounting entries (Accounting > Accounting entries)…
Activating Cash VAT for purchases
When adding suppliers, depending on the type of activity of the latter, you can configure the type of VAT that will be taken into account when performing entries. Third parties > Suppliers…
Showing or hiding the post details screen when posting invoices
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 …
Customising PDF files for sales documents
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 …
Generating a sales invoice based on a previously created document
Sage Active simplifies sales operations by enabling seamless progression from one sales document to another. You can freely advance a transaction through the stages of quote, order, delivery note and invoice. Post invoice screen The steps in this article describe how you can create an invoice and choose the Journal and Description through the Post invoice …
Manage user access levels
You can manage user roles to give users different levels of permission for specific areas of Sage Active. Select Manage users from the list containing your business in the upper right hand corner. Edit the chosen user. Add or remove a Product and Role in the Roles and permissions section. Save your changes. Return to …
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