• Tip - Set your software display preferences

    In the Options window you can set preferences for how windows display in your software.

    For example, you may want to set colour themes or add gridlines to make things easier to read, set all users to view the same columns, or perhaps configure what happens…

  • An easy way to track changes in your accounts data

    If you work with others on your clients' accounts data, sometimes you may need to find out when a certain change was made or who made it. Or perhaps you need to know when your client ran a certain process. When this happens, the Event Log can save you…

  • Shortcut to your favourite webpage from within your software

    Is there a webpage you refer to often when working on your clients' accounts? Perhaps a page on the Revenue website, or a useful Sage Knowledgebase article. 

    It's really easy to set the F12 function key to open a webpage of your choice from within…

  • VAT hints and tips

    To help you if you're running your clients' VAT Returns soon, we've pulled together some handy VAT hints and tips into a quick guide.

    Take a look >

  • Check if a transaction is VAT reconciled

    When you reconcile your VAT Return in your software, all transactions that were included in that VAT Return are flagged as VAT reconciled.

    If you later need to check if a transaction has been VAT reconciled, for example, for audit purposes or error corrections…

  • Make bank reconciliation easier

    When you do a bank reconciliation, to make it easier to find each transaction you can sort the Un-matched transactions window. For example, you may want to sort transactions by date to match the order on your bank statement, or you may prefer to sort…

  • Undo a bank reconciliation

    Sometimes your client might reconcile a bank transaction in error, or they may even want to undo a bank reconciliation altogether and start again. There's a few ways they can do this in their software.

    Find out more >

  • Quick tip - Hide old and unused records

    Do you have customers and suppliers that you no longer trade with, or products you no longer sell?

    To tidy your lists and make them more manageable, the inactive records option is just what you need. Simply flag one or more records to hide them from the…

  • An easy way to protect your data

    Taking data backups doesn't have to be a chore.

    You can use the Backup Manager to make regular backups automatically in the background. So there's no more staying behind in the office to back up, or waiting for others to log out first.

    Read more…