Sage Active Ideas Portal

I wish to continue the numbering of our sales invoices between the old software and the new one. For this, maintenance advised me to create a new sequential number by indicating the desired format and the last invoice number used. However, when I ...

Automatic calculation of VAT on bank journal and OD I'm recording bank charges in a bank journal using account 627000. VAT is not calculated automatically. Sage Active proposes and calculates the cash account (512000) directly. I enter the same en...

Sage copilot, tell me who are the clients that are generating more revenues for my business.

In the section of articles or services there is no possibility to put the purchase price of the product, it is very necessary because from there we will get the profitability of the product. PRECIO DE COMPRA DEL PRODUCTO En el apartado de artículo...

Good morningWould it be possible to skip lines in the layout of quotes and invoices in order to have better visibility?

In Sage Active, it is not possible to generate purchase orders for materials or raw materials. Only purchase invoices can be added. It is essential to be able to issue purchase orders to suppliers. Original idea: En sagepedido de compra a proveedo...

The idea is simple : To be able to add a pack of articles / or products / or services in one click. Example: I sell a web support service made up of several packs: SEO pack / Security pack / Analytics pack / Social media pack / Integration eleme...

Ability to export bank reconciliation at the end of the period in PDF or Excel It is important to be able to export the bank reconciliation with the accounting and bank balances and the details of unreconciled items at the end of the period in PDF...

Input templates To avoid having to re-enter everything when you receive an invoice, it would be interesting to be able to create data entry templates like those found in Sage 50. Original idea : Modèles de saisie Pour éviter d'avoir à tout ressais...

It should be possible to manually or automatically delete transactions excluded by the customer in Bank Accounts. Original idea : Il faudrait pouvoir supprimer manuellement ou de manière automatique les transactions exclues par le client dans les ...