Sales Invoicing
- Create a sales invoice
- Emailing Invoice
- Sales invoice Receipt
- Credit notes
- Reconcile the sales invoice receipt
- Payment on account NB: IGNORE the first section “Configure payments on account”
Then use Bank Matching with TYPE ‘Payment on Account’ to reconcile the receipt. - Credit Chasing
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
Payroll
VAT Submission
Financial Reports & Consolidation
- How to run Consolidation NB: Ignore the first bit and go to “Run the Consolidation Process”
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:
- Before raising a case make sure you have Granted Sage permission to log in.
- How to raise a case
- Use this template and fill in all the fields when you raise a case with Sage:
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:
Sage Financials knowhow is owned by Alpha Index and is independent of Sage