• Rules missing functionality?

    Hello, I've been pondering over a question for some time and have decided to seek advice here. I'm not completely confident in my understanding of the issue, so please bear with me as I explain. "I frequently use the import CSV feature to review…
  • Automate Customer account

    Hi All, We are a small UK SME running Sage one/accounting, and i am looking to automate a lot of our account setups and would like to know if anyone else has been successful. an example would be, I would like to send a new client a digital account…
  • AGED CREDITORS REPORT INCLUDING LATER PAYMENTS

    Hi, has anyone designed a report which can show Aged Creditors including Later Payments? This is not available in the software under reports.
  • Email invoices

    Lots of people don’t currently email invoices to their customers. Instead, they print and post them which takes time and money. It only takes a few moments to get your accounts email ready. Before you start emailing invoices you need to enter the customer…
  • Customer deposits

    You can add customer deposits using the payment on account function