Sage Accounting Features
A Smart and Scalable Cloud Accounting Solution for Small Businesses
Sage Accounting
Sage Accounting Features
Intelligent Invoice Software for Small Businesses
Create professional invoices with customisable templates that reflect your brand. Sage Accounting supports multi-currency invoicing, making it easy to bill international clients. Automated reminders help reduce overdue accounts, while e-invoicing ensures faster delivery and payment. This feature streamlines your billing process and improves customer relationships.
Create Quotes and Estimates with a Click
As soon as your customer accepts a quote or estimate, convert it to an invoice to get paid faster and save time. Say goodbye to the headaches caused by manual invoice creation, and free up your time to grow your business.
Keep it Professional with Customised Invoices
Make the best impression on customers by customising line items, headings, and colours, changing your logo or adding association logos to show accreditations. Attach documents to invoices to promote your work easily.
Save Time with Automated Invoicing
Do you offer repeat services or products to your customers? Free up your time and eliminate errors by sending recurring invoices automatically at scheduled intervals. Then see at a glance when your invoices have been viewed and paid.
Track Invoices from Anywhere
Create, track, and view when invoices were seen by customers, check who owes you money and see when payments were made. Use the mobile app to instantly create and send invoices on the go.
The Sage Accounting mobile app is available on Android and iOS devices.
Convert Currencies in Seconds
Working with customers around the world? With add-on features for Sage Accounting, you can take care of exchange rates, adjustments, and charges. This means you can spend less time converting currencies.
Inventory Management Software for Small Businesses
Gain real-time visibility into your inventory with Sage Accounting’s stock management tools. Track stock levels across multiple locations, automate reordering, and forecast demand with ease. This ensures you never run out of popular items and helps reduce excess stock, saving your business money and improving efficiency.
Get Meaningful Inventory Reports
Set minimum re-order levels, see warnings if you’re out of stock, and get reports on your best-selling products with our inventory management software. Efficiently manage your inventory to create more time for growing your business with Sage Accounting.
Manage Stock and Pricing
Upload existing product or stock items in seconds. Set purchase, sales, trade, or wholesales prices, and others tailored to your business. With Sage Accounting, you have flexibility to offer customised pricing and discounts. Set up stock, non-stock, and service items with ease.
Act on Real-Time Stock Data
Set stock re-order levels and re-order quantities, and see out-of-stock warnings, freeing up your working capital. This lets you make smarter, faster business decisions with full visibility of what’s selling and how much you’re earning.
Organise Products by Categories
Organise products into categories and sub-categories so that you can see how much you need and when you need it. Use multi-level categories to filter information and find exactly what you’re looking for.
Connect Your Bank to Sage Accounting
Automated bank feeds connect Sage Accounting directly to your bank account, importing transactions securely and reconciling them against your records. This eliminates manual data entry, reduces errors, and provides real-time visibility into your cash flow.
This means no more .csv files or third-party interventions – you can safely and securely set up an automated bank feed via your banking platform and Sage accounting product, to automatically consolidate your financial transactions.
Benefits of direct bank feeds
Banks Supported by Sage
*Please note that the product may be supported by the bank, however the account type may not be.
Smarter Financial Reports, Better Business Decisions
Sage Accounting’s reporting tools provide intuitive dashboards and detailed financial statements. You can view debtor and creditor positions, generate cash flow forecasts, and export reports for deeper analysis. This helps you stay on top of your finances and make informed decisions.
Clear, Instant Insights
Intuitive dashboards make your financial information easy to view and understand.
Give Data Context
- Access a variety of detailed, essential, and cash reports to help you understand your business finances.
- Make your money in and out simple to understand as you track by period, ledger account, connected bank account and more.
- Keep your books accurate with reports that allow you to identify unallocated payments and unreconciled transactions with ease.
- Protect your cash flow with comprehensive access to debtors and creditors, with views by ageing periods, amount per customer, and total amounts owed.
Collaborate to Plan the Future of Your Business
- Share access with those who need it to a singular place for accurate reporting and an overview of your business finances.
- Get the data you need to have strategic conversations about the future with your accountant or financial advisor.
- Export your reports into Excel, CSV, and PDF for easy sharing and further analysis of your data.
Fast, Mobile Accounting App for Small Businesses
Manage invoicing, stock, suppliers, and cash flow directly from your mobile device. The Sage Accounting app ensures you remain connected to your business wherever you are, with secure access to real-time data.
Manage your business on the go with mobile accounting app features
For businesses that are going places. Run your business processes from end-to-end with our simple Mobile App.
Available on Android and iOS devices.
Generate Quotes and Estimates
When meeting with a client or customer, show them how much a product or service will cost instantly by generating a quote using the Sage Accounting mobile app. Useful while on-site or on a job.
Easy Stock Management
Being able to quickly update stock levels on the go, or in real-time while invoicing, saves time and speeds up your invoicing processes. You can easily manage your stock items to ensure you always have the right quantities to meet customer demand.
Manage Suppliers and Contacts
Quickly bring your contacts from your Android or iPhone into the app, reducing manual entry and errors when copying details like telephone numbers, addresses, and contacts. Stay on top of supplier details to ensure smooth service and cash flow at all times.
Track Who Owes You What
See which customers owe you the most money so you can chase more profitable clients first and keep on top of cash flow. Follow up with clients as quickly as you need, view outstanding invoices in a few clicks, and send overdue reminders without the time consuming admin.
Get More Done
Work doesn’t always take place at the desk. With a mobile accounting app, you can become just as productive while on the move. React to challenges and opportunities in real-time. Get the power of Sage Accounting on your mobile to do business on-the-go, and access everything you need from the palm of your hand.
Online VAT Software you can depend on
Simplify VAT compliance with Sage Accounting’s VAT tools, maintain a compliance archive, and reduce the risk of errors. Automated VAT calculations save time and ensure accuracy.
See How Much VAT You Owe
As your business buys, sells, and creates VAT returns online, Sage Accounting provides a monthly snapshot of your current position and a record of previous VAT submissions.
Get VAT return submitted on time
Sage Accounting is built to simplify even the most complex VAT returns, allowing you to stay compliant for SARS. In collaboration with your accountant, Sage has got your back to ensure that submissions are made accurately and on-time.
Keep a digital paper trail
With Sage Accounting software, all VAT actions and activities are recorded digitally, so you have a reliable archive of data. This integrates with your wider banking and accounting, providing a single source of truth.
Domestic Reverse Charges VAT
Adding customers and suppliers
Mark Customers & Suppliers as ‘Subject to DRC VAT’ to enable transacting with the DRC Tax Type. This extra measure will ensure that you are compliant in terms of applying this new VAT type to VAT registered vendors only.
Domestic Reverse Charges VAT Statements
Easily draw Domestic Reverse Charges VAT Statements from the application to issue to your suppliers that reflect all the necessary and important details.
Process your DRC Input VAT Adjustments
Process your DRC Input VAT Adjustments in the application. From start to finish all DRC related transacting and reporting has been fully automated and integrated leaving nothing for you to manually account for.
Budgeting for your Business
Create annual budgets from scratch or base your budgets on historical data
For a small business, the ability to quickly set up and manage your budgets gives you far greater planning power. With the budgeting feature from Sage Accounting, you’re able to view your budgets using the Budget Report and track your business’s budget performance against your actuals using the Profit and Loss Report with budget comparisons.
Project Tracking
Track performance by location, division, or project. Sage Accounting’s project tracking tools provide detailed insights into profitability, helping you allocate resources effectively and make informed decisions.
The Project Tracker tracks how specific areas of your business are performing with Analysis Codes
If your business is spread across different locations, divisions, you work on multiple projects or there are any other dimensions that you would like to report on or compare to one another, you can achieve this easily using the project tracking feature from Sage Accounting.
The right project tracking tools can bring your business greater efficiency.
Integrated Payment Solutions with Sage
Sage Accounting integrates with Netcash to provide flexible payment solutions. Customers can pay invoices online using a Pay Now button, via credit card, debit card, or direct debit. Payments can be fully or partially settled, and even processed over the phone. This improves cash flow and reduces late payments.
Accept Online and Card Payments
Sage Accounting makes it simple to accept and receive payments directly through integrated online solutions. By linking with Netcash, you can accept credit card, debit card, and direct debit payments seamlessly. Customers can pay invoices online using a Pay Now button embedded in your invoice templates, which speeds up collections and reduces late payments.
Netcash integration also supports pre-authorised and direct debit payments, ensuring funds are collected as soon as they are due. This flexibility allows invoices to be fully or partially paid, giving both you and your customers more control. Online payments can even be made over the phone, offering multiple convenient options. Ultimately, Sage’s online payment solution helps small businesses improve cash flow, save time, and provide a professional customer experience.
Make Payments with Ease
Process your payments securely. Save time by sending payments directly to employees and suppliers. Streamline your workflow with a simple, secure digital solution.
Sage Payment Features
Learn how Sage software can meet your needs, no matter your business size.
FAQs
What do I need to use Sage Accounting?
To use Sage Accounting, you will need a device, and an internet connection.
Sage Accounting works on any PC or laptop (including MAC and Windows), any smartphone (such as iPhones and Android phones), and any tablet device (such as iPads or Android tablets).
Sage Accounting also comes in an app for iOS and Android. Because Sage Accounting works in the cloud, you don’t have to install anything – you simply access the product through your internet browser on one or multiple devices. The mobile version has a slightly more simplified feature list, but you have access to the core features across all devices.
Any work done on one device will be automatically updated across all devices. Your data is protected by bank-level security at all times and is automatically backed up in the cloud. You never have to worry about losing any of your work if your internet connection goes down.
You do not need a fast internet connection speed to use Sage Accounting. Sage Accounting is designed for high performance even on low internet speeds. A standard phone connection (with typical mobile 3G speed) has you covered.
A minimum download speed of 2mbps is essential to keep Sage Accounting up to date and to take full advantage of its features. Your smartphone will give you more than enough speed to use Sage Accounting smoothly.
For optimal performance we also recommend that you use the most up-to-date version of your web browser. You can take a no-risk, no-obligation free trial to see whether you’re happy with the speed of Sage Accounting on your internet connection.
What is Sage Accounting and who is it for?
Sage Accounting is software for managing your business’s accounting. It allows you to quickly and easily create and track invoices, track cash flow, accept payments, record transactions, automate admin, capture expenses, and much more.
Sage Accounting is designed for small business owners (supports unlimited users) and sole traders (with or without staff) operating in any industry – from professional services to construction to retail.
You can use Sage Accounting either by yourself or with collaborators. It’s easy to give access to multiple users, including an accountant (if you use one). You don’t need any previous experience with accounting software to get started. Functionality can be extended to include payroll.
How does pricing work and what happens after I buy?
Sage Accounting is a monthly subscription service that you can use right away after you purchase. You can set up a direct debit or pay with your credit or debit card. To set up a direct debit you need to have a bank account in South Africa with a local currency in Rands (R).
The VAT per month is 15% of the product’s monthly price. There are no hidden costs and never will be. If you have completed your 30-day trial you will also be given the option to buy. After filling in your details to buy, you will be taken to your Login page where you can get started straight away.
We’ll send you a welcome email with a quick-start guide, tips, and helpful resources, including how to get support any time you need it.
What Sage Accounting plan is right for me?
Both packages (Start and Standard) give you the fundamental features you need to manage your accounting.
- Accounting Start is ideal for businesses who are starting out. This version of the software is popular with sole traders and micro-businesses.
- Accounting Standard is ideal for small businesses. It offers everything Start offers, plus more advanced features with additional modules, including multiple currencies and inventory management. For example, the Standard package lets you upload information by simply snapping a photo of receipts, invoices, and supplier statements via AutoEntry.
You can upgrade, change, or cancel plans at any time.
How do I access support?
You will get free, award-winning support by phone, email, online chat, and live online Q&As.
- Sage Telephone support is available 8am – 5pm, Monday to Friday, and 9am – 1pm on Saturday.
- Pre-recorded webinars are available to watch any time that suits you.
You will also get 24/7 access to the following support resources:
- the online community of Sage, Community Hub: Ask questions, share ideas, and solve issues with Sage Accounting customers and product experts.
- Step-by-step video guides.
- Instructor-led courses: For anyone wanting to take their skills to the next level, we have courses designed for multiple experience levels and job roles. Get Sage certified and earn badges that show your expertise and build up your resume.
Sage also has support channels on Twitter and YouTube. We are committed to providing you with world-class support for Sage Accounting at every step of your business journey.
Can I import my data into Sage Accounting?
Absolutely. It’s simple and straightforward to import your current data from Excel (and other spreadsheets and data systems) into Sage Accounting, including your customer and supplier details, your products and services, opening balances, transactions from bank statements, invoices, and your chart of accounts. We’re on hand to show you how, or you can watch our step-by-step video guides.