Sage One Hot Tips

Reading time: 2 mins Read time

Here are some tips and tricks to maximise productivity within your firm.

Tip 1: Quick Entry Rules

To assist manual data entry (eg. Petty Cash), Sage One allows you to set up Quick Entry Rules. By setting up Quick Entry Rules, you will be able to type in a Payee and the transaction line will be allocated.

From the Banking menu, go to Lists, then Quick Entry Rules.

  • Enter Payee e.g. Sydney District
  • Set the Description to what you would like to enter as your transaction description e.g. Electricity & Water Payment
  • Select the Type of transaction e.g. Account
  • Set the Selection. Electricity & Water
  • Select a relevant tax code e.g. Non-Capital Purchases (10.00%)

Click Save

Image 1

Now you may return to Banking > Transactions > Banking and start manually entering a payee. If you type “Sydney District” as per the example in the Payee field, the “type”, “selection”, and “tax” allocations will be automatically filled per your rule.

Tip 2: Check for Duplicate Settings

Check for Duplicate settings in the Bank Statement Mapping Rules area. This feature manages how Sage One checks for duplicates in your bank transactions.

From the Banking menu, go to Lists, then Bank Statement Mapping Rules.

Image 2

For the first option, you have 3 to choose from.

  • Do not check
  • Date and Amount
  • Date, Description and Amount

For the second option, you have 2 to choose from.

  • Reviewed Transactions (only checks transactions in this area)
  • New and Reviewed Transactions (checks transactions in both areas for duplicates)

Click SAVE


Leave a Reply

Your email address will not be published.

You might like

5 Management Tips for Small Business Owners | Sage One Australia

5 time management tips for small business owners

Reading time: 4 mins Read time

As a small business owner, you know that time is your most valuable and scarce…

Accounting for entrepreneurs: Your eight-point survival guide | Sage One Australia

Accounting for entrepreneurs: Your eight-point survival guide

Reading time: 3 mins Read time

It can be easy to forget how important accounting is to your business. Your accounts…

8 Reasons to Move Your Business to the Cloud

8 reasons to move your business to the cloud

Reading time: 3 mins Read time

For many small businesses, it’s no longer a question of if they will move to…