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  • Sage Business Cloud Accounting ( Formerly known as Sage One ) (42)
11 How to Delete & Create New Company

DELETE & CREATE COMPANY Situation: To delete the existing Company to create/ start fresh with the new company database. Delete Existing Company Step 1: Go to Company à click on Open and Manage Companies Step 2: Click on Delete button Step 3: Click Yes…

12 How to do Add Customer Document Messages

CUSTOMER DOCUMENT MESSAGES Step1: Company à Change Company settings. Step2: In Company Setting à Documents and statements à Customer Document messages à Key in the message (e.g.: please make payment within 30days) à click save. Step3: Go to Customer…

13 How to edit Receipt Payment with Status Cannot be Edited

HOW TO EDIT RECEIPT/PAYMENT Once user have created the Receipt/ Payment and the document have been printed/ save/ email or allocated, the document cannot be edited in its own module. All the processed Receipt/ Payment will go to the Banking Module in Reviewed…

14 How to maintain a tax code- Sage One

From 1 June 2018 the GST percentage will be 0%. You, must be logged into your company using the software to follow the detailed steps below to ensure your setup is compliant to these changes.

15 Import Bank Statement

IMPORT BANK STATEMENT To import bank statement, user must go to the respective bank and download company Bank statement in the CSV/OFX file type. Import CSV/OFX bank statement in Sage One Accounting Step 1 : Go to Banking à Transaction à Manage Bank feeds…

16 Import Debtors/Creditors Outstanding Invoice

IMPORT DEBTORS/CREDITORS OUTSTANDING INVOICE Sage One allows user to import the outstanding Invoices for both their Creditors and Debtors from their previous system. Import Outstanding Invoice (Debtors) Step 1: Go to Customers à Transactions à Customers…

17 Inserting Opening Balance

OPENING BALANCES For user who are currently working on a different accounting system, user can bring their Opening balances figure into Sage One and can start using Sage One Accounting for their business. Step 1: Go to Company à Opening Balances. Step 2:…

18 Pos Transaction

POS – POINT OF SALES POS Transaction: To record the POS Transaction in Sage One, user have to insert the transaction as Invoices (for internal use). User can create the Invoice as per Daily basis or Monthly basis to record their sales summary. This entry…

19 Process for Importation of Goods Transaction

IMPORTED GOODS GST will be charged to the importation of goods. However, if the purchasers get relief from the Customs then the goods are considered exempted. The code for importation of goods is IM. Purchaser will get the invoice from their supplier with…