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21 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…

22 How to Delete Closed Period Journal Entries

How can delete a closed period journal entry? You must check the Financial year date and Tax period. Step1 : Go to Company à Change Company settings à General settings à Financial years. Step2: See whether the Lockdown date if it is tick then untick the…

23 How to Delete Split Transaction

DELETE SPLIT TRANSACTION Sage One Accounting allow user to create split transaction under one Banking entry. User need to delete the split transaction using the below step: Step 1: Go to Banking à Transactions à Banking à New Transaction/Reviewed Transaction…

24 How to Delete/Cancel Invoice

How to Delete/Cancel Invoice? In Sage one you can cancel the invoice, kindly follow the below steps: (Choose anyone from the two process which is given below). Supplier Invoice However, you can cancel the supplier invoice using supplier return by following…

25 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…

26 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…

27 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.

28 How to process for Partially Payment

PROGRESSIVE INVOICE Create Invoice (Full Amount) Step 1: Go to Customers à Transactions à Customers Tax Invoice Step 2: Save. Receive Payment 40% Step 1: Go to Customers à Transactions à Customers Tax Invoice à Select specific Tax Invoice à Click on…

29 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…