Sales Invoicing
- Create a sales invoice
- Emailing Invoice
- Sales invoice Receipt: see Bank Reconciliation, (Reconcile a Customer Receipt)
- Credit notes
- Netting-off Credit Notes see: Credit notes (Raise a Credit Note against a PAID invoice)
- Payment on account use Bank Reconciliation, (“Reconcile a Supplier Payment on Account”)
- Credit Chasing
- Factoring
Purchase Invoicing
- Create Purchase Invoice
- Who needs paying
- Pay Purchase Invoice
- Remittance Advice (“Email remittances when a payment is entered” and “Re-send remittances”)
- Credit notes
- Reconcile payment with Bank see: Bank Reconciliation, (Reconcile a Supplier Payment)
- Netting-off Credit Notes see: Credit notes (Raise a Credit Note against a PAID invoice)
- Debit Card purchases see: Bank Reconciliation, (Reconcile a Supplier Payment without an Invoice: 1 step processing)
- Petty Cash purchases (use Bank Rec Purchase with ‘Bank Account’ set to ‘Petty Cash’)
- Credit Card purchases (create a Purchase Invoice for all the items in your Credit Card Statement, then use Supplier Payment to pay the card off)
Bank Reconciliation
- Check Bank Feed Status This displays the status of Sage Banking Cloud which controls the Bank Feeds (Get Transactions)
- Bank Reconciliation
Foreign Currency handling
Payroll
VAT Submission
Loans
Manual Adjustments
Basic Admin functions
- Add new user This ‘knowhow’ article explains how to add users and all the security settings associated with users
- Create users This is a link to the Sage Help
Sage Help Resources
Sage Partner Forum Here you should join the ‘Sage Financials’ Group and this is where you can raise cases.
Sage University: go here for a range of online courses.
To register for the first time, register here: and follow through the ‘New to Sage University’ – ‘Select a Product’ – ‘Create a Profile’
Raising a case:
Before raising a case make sure you have Granted Sage permission to log in.
Use this template and fill in all the fields when you raise a case with Sage:
Salesforce Org ID: 00D58000000dBd8
Support Access Granted for admin: YES
Support Access Granted for affected user (if applicable):
Knowledge article(s) reviewed: YES
Company affected: Ideal
User Affected:
Users not impacted by this:
Example Transaction/Journal (if applicable):
Is system still usable:
Steps to recreate and outcome:
Error details (if applicable):
Replicated in a Demo Org:
Date of first occurrence:
Impact to the Business:
Severity (High/Med/Low):
Your mobile number if severity is High:
Sage Financials knowhow is owned by Alpha Index and is independent of Sage