Sage Accounting
A Smart and Scalable Cloud Accounting Solution for Small Businesses
Sage Accounting
An Overview of Sage Accounting
A Simple yet Robust Accounting Solution
Sage Accounting (previously known as Sage Business Cloud Accounting) is the perfect solution for your start-up or small business if you need basic accounting and invoicing at an affordable price. Being SARS compliant has never been this simple. Free yourself from admin with clever, easy-to-use accounting features, built around how you work. Since it is completely online based, you are not bound to a location or time to do your business. No more hassles being stuck in the office (or traditional office hours) to do your accounting, issue invoices, or check financial reports. Sage Accounting gives you freedom to plan your day and get your work done, wherever you choose to be at the time.
With an incredibly simple user interface and easy-to-understand terminology, Sage Accounting provides a seamless and convenient experience whilst performing essential accounting tasks. Not convinced yet? You can even try it free for 30 days.
There are no upgrade hassles – you don’t need to worry about installing new versions of software, you will automatically be working on the latest version of our software.
What about keeping your accounting data safe in the cloud? Sage Accounting uses the same level of encryption than online banking does. Your information can also never get lost due to faulty machines or theft, as everything is stored in the cloud.
Sage Accounting Offers You
Fast, Easy and Professional
Create quotes and invoices in seconds, and send them to your customers, using our comprehensive accounting and invoicing software. With Sage Accounting‘s help you’ll also be able to track what customers owe, making it simpler and easier to chase overdue payments.
Mobile App for Accounting
The Sage Accounting mobile apps put your customer and accounting information in the palm of your hand! Log on from wherever you are to view customer information, record notes, search for customers and contact them directly from your device. Find your way to your customer’s offices using map links and process quotes and invoices – all on the go!
The Sage Accounting iPhone application gives you access to your customer information. You can contact your customers straight from your iPhone, using your standard phone or email applications. You can even find your way to your customer’s offices using the map links.
Sage Accounting is also available on your Android Device. For your Android device, you get all the features of the iPhone application plus the option to Process quotes and email these directly to your customers. These applications are available on the App Store for your smartphone and tablet.
Easy Invoicing Software
Sage integrates quoting software with invoice software. Convert quotations to invoices at the click of a button. Recurring invoices are simple with the Use Last Invoice Detail option. With this feature, you can quickly and easily generate a new invoice based on the details of the customer’s last invoice.
Use the Sage Accounting Custom Layout Designer to create your own professional, customised invoice layouts that suits your needs best. Invoice software from Sage keeps your invoicing at the highest standard. The Custom Layout Designer is a Windows application that can be downloaded and used to design customer and supplier document and statement layouts.
Recurring Invoicing
You can create recurring invoices quickly and easily for each customer that needs to pay you the same amount each month.
You create your recurring invoice once, specify the frequency and the invoice detail, and your invoices will be emailed automatically to each customer for you. Or you can save your recurring invoices as draft invoices for individual finalisation before sending it! The Sage Accounting message center will alert you to any draft invoices that need your attention after a recurring invoice run.
Convert Your Data
What if you’re an already existing business? How do you convert your books to Sage Accounting?
There’s information in your “old” set of books that needs to be captured in Sage Accounting – whether your old system was a manual set of books, a spreadsheet, one of our Sage desktop products or some other accounting software system. The intuitive functionality of accounting solutions software makes transferring your company data easy.
Bank Feeds
Setup Bank Feeds which allow you to automatically import bank statements into your Sage Accounting bank or credit card accounts from banks and other financial institutions. This saves you time by not having to manually import your bank statements.
Each day when you login to your company, any new transactions from your bank statement will be available for review on the Banking screen. You will save even more time by mapping transactions where Sage Accounting will automatically assign the correct accounts each time your automated bank statements are refreshed. Managing your bank account could not be easier!
Project Tracking
Sage Accounting’s project tracker functionality tracks how specific areas of your business are performing with Analysis Codes. If your business has different locations, divisions, projects or any other dimensions that you would like to report on or compare to one another, you can achieve this easily with Sage’s project tracking software. The right project tracking tools can bring your business greater efficiency.
Budgeting
Use our budget software to keep track of your company’s performance against the targets you have set. You can create annual budgets from scratch or base your budgets on historical data. For a small business, budgeting software with Sage gives you greater planning power, fast. View your budget using the Budget Report and track your budget performance against your actuals using the Profit and Loss Report with budget comparisons.
Reporting
A comprehensive list of accounting reports is available that you can print or email directly to your customers or to other users in your business. Sage Accounting Intelligence allows you to customise your financial accounting reports, so you don’t need to be an accountant to report on your finances.
Simply view your Profit and Loss report or Balance Sheet. Next time your bank manager asks for these reports, you’ll have them on their desk in record time!
Reports are available both in the Reports menu and from the many Reports sections on screen in Accounting. Drill down directly to the transactions by clicking on a line in the report if the reports are printed in detail. Choose from the wide range of reports available for customers, suppliers, items, accounts, bank and credit cards and tax. Get accounting reports for small business right away!
Payments
Using online Payments with NetCash (previously known as Sage Pay)*, you can get paid faster. By accepting credit card payments online, your customers can pay you and the payments will be automatically reconciled when you import your bank statement.
*This feature is available in South Africa only.
Powerful Add-On Modules for Sage Accounting
Advanced Inventory
Automated inventory valuation, error reduction.
Debtors Manager
Automated workflows for late payments, real-time visibility.
Learn How to Set Up Your Sage Accounting
Access our easy how-to videos with step-by-step guidance. Set up your Sage Accounting in a jiffy and get your business ready to go in no time.
FAQs
Does SBCA also have a bank manager like in Xpress or Partner?
Yes, there is an Import function to import the Bank Statement similar to the Bank Manager. Even better, you can set up Bank Feeds, where transactions automatically “feed” from the bank and then you can just allocate accounts.
How does the inventory work?
Inventory works well, but there is no Back Order function or report.
Should I take advanced inventory if I have inventory?
The Advanced Inventory does not improve the processing of Inventory, it just expands on how the stock is processed in the GL in the background – with Advanced Inventory there will also be a Cost of Sales GL account, where without the module there will only be a Sales and Purchases account.
When should I migrate over to SBCA?
Should I rather do it at year end? – The migration can happen at any time – it’s done by an online conversion tool. The only limitation is that we must remove the 13th period function in Partner/Xpress before the backup is loaded for conversion.
Which data can be imported into SBCA?
Only “Masterfile” data, such as Customer, Supplier, and Inventory files – no financial information can be imported.
Can you do invoices on SBCA?
Yes, definitely. You can do invoices using GL accounts, Inventory items, or Inventory bundles.
Will I see all my transactions if I go over from Partner/Xpress to SBCA?
Transactions are converted for 2 financial years for free and before that there will be balances. If the client wants to transfer more years of transactions, there is an additional cost for the conversion.
Can it do everything Quickbooks does?
I would say yes, but we don’t know all the features of QuickBooks. We know SBCA very well and will help set up according to your needs.
Does it have a GL?
Yes, there is a standard list of GL accounts that are already set up, but you can also create your own GL accounts additionally.
Does it have journals?
Yes, there are journals for the GL. There are also Adjustments and Write-off functions for Customers & Suppliers, which makes the journal process much easier.
I need to print labels on stock. Can SBCA do that?
No, there is no report to print labels.
How do I send statements or detail ledgers for my clients from a time ago and have no history?
The balances will be there, but only 2 years of transactions. You can pay to convert additional years of transactions. Alternatively, keep the desktop version on a computer to pull these types of reports if needed – the desktop version does not need to be registered, it will be in View Only mode, which is right for printing reports.
I wanted to find out if Sage 1 supports the possibility, to import all Quotes & Invoices and Statements from the Online Program that’s called PAYPOD
There is an add-on you can purchase, Auto Entry. The purpose of Auto Entry is to scan documents in pdf format and then convert the information as transactions in SBCA. I’m sure Auto Entry will be able to do something similar with the transactions from PAYPOD.
Are there any other costs involved besides the subscription? Do I have to pay you for importing data
No extra costs for the conversion, not from our side either.
Our accountant is currently using Pastel Xpress, and we would like to migrate to the Sage cloud, on using the Sage cloud demo we found that the BI reporting is limited compared to the standalone desktop version of Pastel Express. Are we able to have a discussion on how we are able to retrieve similar report in the sage cloud before we do the migration?
The Intelligence reporting is available, but it is quite different from the desktop version and also very limited. The standard reports of SBCA are much more flexible in terms of dates/periods – for example, on the desktop, you can only choose a period, or from a period to a period; but in SBCA, you have options of Custom Dates, This Month, This Quarter, This Year, Life to Date.
If I have never worked on any accounting system, would I be able to figure SBCA out?
The program is very user-friendly and if you know accounting, you should be able to help yourself. We offer affordable training for R1200 Excl VAT for a 3-hour online session – not recording, it is interactive, and the client can ask questions.
Can SBCA handle warehouses?
No, there is no warehousing. Sage has a recommended Third Party software. Using warehousing usually entails making use of a Back Order system, which SBCA does not have. We would recommend thinking quite xxxx about using SBCA in this instance.
Is there a point-of-sale system included?
No, Check out Sage’s ISV website to find some suitable cloud POS solutions or speak to our sales team.
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