Our customisable Dashboard will give you a quick overview on how your business is doing. View your top customers, sales history outstanding balances and so much more.
Get paid faster by monitoring which invoices are due or overdue for payment, allowing you to follow up with your customers.
Report on and compare the performance of different areas of your business such as branches, divisions, projects or any specific dimension.
Sage One Accounting gives you access to various reports such as a detailed Cash Flow report, Statement of Assets and liabilities and a Profit and Loss report.
The Sage One Report Designer allows you to create your own custom invoice and statement layouts to meet your specific business needs.
Create a recurring invoice once, specify the frequency and the invoice details and your invoices will be emailed to each customer automatically.
As you process, Sage One keeps track of sales per customer and per item, and purchases by supplier and item.
Your customers will be able to view their invoices online, accept quotes and keep track of their statements!
Automatic bank feeds imports bank statements into your Sage One Accounting bank or credit card accounts from your bank and other financial institutions.
Map transactions so that Sage One automatically knows which account to assign the transaction to each time your Automatic Bank Feeds are refreshed.
If you enter a description that Sage One Accounting recognises, the system will automatically complete the type of transaction and account, customer or supplier selection for you.
This dashboard widget allows you to get a bird’s-eye-view of what is happening in all your bank accounts. You can even review your bank transactions with the click of a button.
Use budgets to keep track of your company’s performance against targets you have set. You can create annual budgets from scratch or base your budgets on historical data.
Invite additional users to work on the same data simultaneously, with user permissions allowing you to control access to your company information.
Simply invite your accountant as a user and let them take care of things such as journal entries, tax adjustments and more.
Log on from wherever you are to view customer information, record notes, search for customers and contact them directly from your device.