Universal Mail Support Page

Sales Invoicing

Purchase Invoicing

  • Create Purchase Invoice
  • Who needs paying
  • Pay Purchase Invoice (using Mark as Paid & Bank Matching)
  • Credit notes
  • Reconcile payment with Bank (this will be replaced with the new Bank Reconciliation)
  • Debit Card purchases
  • 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)

Bank Matching


VAT Submission

Financial Reports & Consolidation

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 Financials Help
  • 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:

Salesforce Org ID: 00D1t000000ouMe
Support Access Granted for admin: YES
Support Access Granted for affected user (if applicable):
Knowledge article(s) reviewed: YES
Company affected: Universal Mail
User Affected:
Users not impacted by this: None
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:


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Sage Financials knowhow is owned by Alpha Index and is independent of Sage