Sage Accounting latest updates: Payment advice, simplified reports, easy cash transfers and more

Sage Accounting latest updates: Payment advice, simplified reports, easy cash transfers and more https://ift.tt/30Cs2rz

In our Sage Delivers series, we bring you the latest news and updates on our small business accounting, payroll and HR products. We want you to get the most out of Sage and hope the details below help you do just that. Not a Sage customer yet? Treat this as a peek behind the curtain to see how our products can help your business thrive. Today, we cover some exciting updates to Sage Accounting. 

You’ve got enough to worry about during these challenging times, so over the past 90 days, we’ve made a number of enhancements to Sage Accounting to make your everyday tasks a little easier.

Better interactions with your customers

Your customers are really important and creating better experiences for them in every interaction is what will keep you ahead of your competitors.

Here’s how Accounting can help you with this.

Customised logos

We’ve improved our logo customisation options, so you can feature your brand on your sales documents in the best possible way.

Now when you upload a logo, it’s automatically checked to ensure the size of the file and the quality of the image are suitable.

If the image isn’t quite right, we’ll tell you what needs to be changed.

customised logo

Sage Accounting can help you with your logos

Then when you add your logo to your invoice, for example, it’ll be the correct size and quality – and this will go a long way to adding the professional touch that you crave.

 

invoice

Make your invoices look professional by adding your logo

New payment advice notification

You can now easily communicate with your customers on how they should pay you by using the new payment advice included in your sales invoices.

If you’re using online payment services such as Stripe, your customers will see a ‘make payment’ button, encouraging them to pay you straight away.

Headers on customer statements

Headers are now clearly printed on all pages of exported PDF versions of customer statements. This makes them easier to understand when you’re going through multiple statements.

customer statement

We’ve improved the headers on the customer statements

Providing simplicity in complicated times

Complicated times call for keeping things simple, so we’ve cut out unnecessary steps in Sage Accounting and improved visibility for you.

Improved handling of zero-based invoices

We’ve improved how zero-based invoices are handled, so they no longer appear on ‘Overdue’ and ‘Outstanding’ tabs of your invoice list – reducing errors and saving you time.

Simplified bank transfers

You can now make bank transfers between two cash accounts without leaving the banking section.

bank transfer

Making bank transfers is now easier for you to do

Key reports are easier to use

Key reports (such as aged debtors and creditors, trial balance and customer statements) have been simplified.

These reports now show headers on each new page and the text on exported PDF reports is set to black, making them easier to understand.

debtors report

Key reports are much more user friendly – making things easier for you to manage

Mobile app improvements for easier control anytime, anywhere

With the updates made to the mobile Accounting app, there’s no need to be at your workplace to run your business.

You now have instant access to your customers’ records, meaning you can quickly and easily create, customise and convert quotes, estimates and invoices. You can also check your average cost price of items (so you’re not overcharged).

“Being able to create estimates in the Sage Accounting mobile app has helped me a lot. I can now create estimates while discussing them with the customer” – Robbie White, Aintree Caravan Services Ltd

mobile phone Accounting

You can manage your accounts wherever you are, using the Sage Accounting app

You can also make key adjustments to an invoice on the fly, including:

  • Updating a customer’s address on a one-off basis without needing to change the contact address
  • Adding a discount to reflect as a line item
  • Updating your stock levels without needing to leave your invoice.

If you haven’t downloaded the Accounting app yet, it’s time to give it a try.

Got a product improvement idea?

We’re committed to continuously listening, empathising and solving the Sage Accounting issues that matter most to you.

One of the ways we’re doing this is by asking you to share your requests and ideas with us on the Accounting Ideas portal, or vote on other ideas that have already been submitted.

We’ll then keep you updated on the ideas you’ve contributed to.

So far, we’ve delivered on six of these ideas. We’ve got 12 great ideas in the works and our product team is actively reviewing another 282 ideas.

Final thoughts

We hope these new features and updates help to make life easier for you as you manage your business admin.

To use them, simply log in to Sage Accounting (or take a free trial if you’re not already a customer).

Discover the new Sage Accounting

Try our award-winning accounting software for small businesses and sole traders. Get paid faster, track cash flow and automate admin to free up time to focus on the work that matters most.

Find out more

The post Sage Accounting latest updates: Payment advice, simplified reports, easy cash transfers and more appeared first on Sage Advice United Kingdom.

Adrian Malpass

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