{"id":7462,"date":"2021-03-09T14:21:35","date_gmt":"2021-03-09T19:21:35","guid":{"rendered":"https:\/\/www.sage.com\/en-ca\/blog\/?p=7462"},"modified":"2026-01-16T04:53:38","modified_gmt":"2026-01-16T09:53:38","slug":"6-features-sage-accounting","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-ca\/blog\/6-features-sage-accounting\/","title":{"rendered":"6 features in Sage Accounting that save you time and boost productivity"},"content":{"rendered":"<header class=\"entry-header has-dark-background-color entry-header--has-illustration entry-header--has-illustration--generic\">\n\t<div class=\"container\">\n\t\t<div class=\"entry-header__row row align-center\">\n\t\t\t<div class=\"col col-lg-7 col-xlg-6 entry-header__content\">\n\t\t\t\t\t\t\t<div class=\"component component-single-header\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"entry-header__misc text--subtitle text--uppercase text--small\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-ca\/blog\/category\/money-matters\/\" class=\"entry-header__link\">Money Matters<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t<div class=\"entry-title-wrapper\">\n\t\t\t\t\t<h1 class=\"entry-title\">\n\t\t\t\t\t\t6 features in Sage Accounting that save you time and boost productivity\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<p class=\"entry-header__description\">\n\t\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t<div class=\"single-post-details container\">\n\t\t<div class=\"col\">\n\t\t\t<span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2021-03-09T14:21:35-05:00\">March 9, 2021<\/time><\/span><span class=\"reading-time\"> min read<\/span>\n\t\t<button\n\t\t\ttype=\"button\"\n\t\t\tclass=\"social-share-button button button--icon button--secondary js-social-share-button\"\n\t\t\tdata-share-title=\"6 features in Sage Accounting that save you time and boost productivity\"\n\t\t\tdata-share-url=\"https:\/\/www.sage.com\/en-ca\/blog\/6-features-sage-accounting\/\"\n\t\t\tdata-share-text=\"Please read this interesting article\"\n\t\t>\n\t\t\t<span class=\"social-share-button__share-label\">Share<\/span>\n\t\t\t<span class=\"social-share-button__copy-label\" hidden>Copy Link<\/span>\n\t\t\t<span class=\"social-share-button__copy-tooltip\" aria-hidden=\"true\" hidden>Copied<\/span>\n\t\t<\/button>\n\n\t\t\t\t<\/div>\n\t<\/div>\n<\/header>\n\n\n\n<div class=\"wp-block-post-author has-dark-background-color alignfull\">\n\t<div class=\"container\">\n\t\t<div class=\"col\">\n\t\t\t\t\t\t\t<div class=\"co-authors\">\n\t\t\t\t\t\n\t\t<div class=\"entry-author-wrapper\">\n\t\t\t<a class=\"entry-author\" href=\"https:\/\/www.sage.com\/en-ca\/blog\/author\/owen\/\">\n\t\t\t\t<img decoding=\"async\" alt=\"\" src=\"https:\/\/www.sage.com\/fr-ca\/blog\/wp-content\/uploads\/sites\/16\/2019\/04\/Owen_sage-advice-002.jpg\" class=\"entry-author__image\" height=\"40\" width=\"40\" fetchpriority=\"high\" \/>\t\t\t\t<span class=\"entry-author__name\">Owen Sweeney<\/span>\n\t\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n\n\n<p>Does this sound familiar? You\u2019ve invested in new technology to streamline accounting functions of your business, put it to work, but wind up not taking advantage of its full functionality.<\/p>\n\n\n\n<p>Or maybe you\u2019re in a trial for the new software, but don\u2019t exactly know where to start using certain features. That is, functionality you may not even know exists.<\/p>\n\n\n\n<p>Then there\u2019s the nagging suspicion that there are probably more ways to leverage your software investment fully, without any additional cost, to generate even greater efficiency and provide new timely insights into how your business is performing.<\/p>\n\n\n\n<p>In the excitement to get new technology up and running right away, users may think they\u2019ll spend time later learning some of the system\u2019s finer points. But \u201clater\u201d sometimes becomes \u201cnever.\u201d<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-beyond-the-basics-with-sage-accounting\"><strong>Beyond the basics with Sage Accounting<\/strong><\/h2>\n\n\n\n<p>When you consider the cloud-native features that <a href=\"https:\/\/www.sage.com\/en-ca\/sage-business-cloud\/accounting\/\">Sage Accounting<\/a> executes, it\u2019s easy to understand why you might not be fully utilizing it all. Basic features and modules allow you to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Create, edit, and send your invoices from anywhere\u00a0<\/strong><\/li>\n\n\n\n<li><strong>Track expenses and payments<\/strong> with bank data that flows directly to Sage Accounting automatically<\/li>\n\n\n\n<li><strong>Snap and post receipts with AutoEntry, <\/strong>which eliminates hours of manual data entry<\/li>\n\n\n\n<li><strong>Monitor and manage your business from anywhere <\/strong>with the mobile accounting app available for free on the Apple App Store and Google Play<\/li>\n\n\n\n<li><strong>Control your inventory <\/strong>with real-time views of your stock, helping you stay on top of your numbers<\/li>\n<\/ul>\n\n\n\n<p>You can compare mastering these base features to learning how to ride a bike. After learning the basics, the next step is to optimize your bike performance; learning the gears, adding lights, mirrors, and a water bottle attachment to make your ride more enjoyable, efficient, and safe.<\/p>\n\n\n\n<p>In comparison, some of these enhanced features are what can optimize your technology tool\u2019s performance, but your business may not be fully leveraging.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-discover-the-six-features-that-take-sage-accounting-to-the-next-level\"><strong>Discover the six features that take Sage Accounting to the next level<\/strong><\/h2>\n\n\n\n<p>Once you\u2019ve mastered the basics in Sage Accounting, there are features that will make running your business more efficient.<\/p>\n\n\n\n<p>Examples include simple ways to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Collaboration:<\/strong> Easily and securely invite your accountant to access Sage Accounting so you can collaborate in real-time<\/li>\n\n\n\n<li><strong>Automation:<\/strong> Take advantage of automation with easy auto-categorizing in <a href=\"https:\/\/www.sage.com\/en-ca\/sage-business-cloud\/accounting\/features\/autoentry\/\">AutoEntry<\/a><\/li>\n\n\n\n<li><strong>Financial Reporting:<\/strong> Get real-time insights with automated, easy-to-use reports that are available to share, print, or email directly to your customers<\/li>\n\n\n\n<li><strong>Invoice Payments:<\/strong> Take payments faster with Stripe, which makes it easy to create and send e-invoices, creating a simple process for your customers to pay online or over the phone<\/li>\n\n\n\n<li><strong>Customize with Apps:<\/strong> Extend the capabilities of Sage with the <a href=\"https:\/\/ca-marketplace.sage.com\/en-CA\/home\">Sage Marketplace<\/a>, which offers a variety of cloud-native apps that allow you to automate your business even more<\/li>\n\n\n\n<li><strong>Conquer Year-End:<\/strong> Sage accounting provides a complete audit trail of any changes which helps make <strong><a href=\"https:\/\/www.sage.com\/en-ca\/blog\/how-to-get-your-business-ready-for-year-end\/\">year-end<\/a><\/strong> easier for you and your accountant.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-leverage-sage-accounting-nbsp-training-resources\">Leverage Sage Accounting&nbsp;training resources<\/h2>\n\n\n\n<p>First, take a tour of your provider\u2019s training modules and other resources. To find out what you may be missing.<\/p>\n\n\n\n<p>For example, Sage provides <a href=\"https:\/\/www.sagecity.com\/global-resources?GroupId=4&amp;Country=United%20States&amp;ProductId=332\">three great resources<\/a>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sage University for training support and training videos,<\/li>\n\n\n\n<li>Sage Knowledgebase for a library of technical resources, and<\/li>\n\n\n\n<li>Sage City for a community forum of specific questions you may have.<\/li>\n<\/ul>\n\n\n\n<p>Next, assess the price, in staff time and opportunity cost, you may be paying by not using those resources.<\/p>\n\n\n\n<p>Finally, prioritize which system features you want to start with and establish a clear process for you or your staff.<\/p>\n\n\n\n<p>A good system vendor makes improvements and adds functionality to its products on an ongoing basis. It\u2019s important to monitor them as they are announced, and decide whether, when, and how to take advantage of them.<\/p>\n\n\n\n<p>Finally, set aside time down the road to assess how well you are expanding your utilization of all of the system\u2019s capabilities, and the concrete benefits you have gained by doing so.<\/p>\n\n\n\n<p>In addition, establish a routine, perhaps on an annual basis, for carrying out this kind of a review so that you don\u2019t \u201cfall behind\u201d again in the future. Once you institutionalize this practice, you can be confident that you\u2019re reaping the full benefit of your investment in your technology infrastructure.<\/p>\n\n\n<div class=\"single-cta\">\n\t<div class=\"single-cta__positioner\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">Subscribe to the Sage Advice Newsletter<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p class=\"cta-content__title\">Get a roundup of our best business advice in your inbox every month.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-8949a954-88b2-43bb-8b8a-77c53eb34350\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Subscribe<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-ca\/blog\/wp-content\/uploads\/sites\/12\/2022\/04\/GettyImages-1073797282-1440x810.jpg\" class=\"single-cta__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-ca\/blog\/wp-content\/uploads\/sites\/12\/2022\/04\/GettyImages-1073797282-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Leverage your IT investment fully. It&#8217;s common for businesses not to do so, but it doesn&#8217;t need to be that way. And it might not cost you a penny to do so.<\/p>\n","protected":false},"author":737,"featured_media":8030,"menu_order":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_sage_video":false,"post_featured_image_hide":false,"footnotes":""},"categories":[7],"tags":[165],"business_type":[3],"lilypad":[],"context":[],"industry":[],"persona":[],"imagine_tag":[34,255],"coauthors":[310],"class_list":["post-7462","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-money-matters","tag-bookkeeping","business_type-small-business"],"sage_meta":{"region":"en-ca","author_name":"Owen Sweeney","featured_image":"https:\/\/www.sage.com\/en-ca\/blog\/wp-content\/uploads\/sites\/12\/2022\/04\/GettyImages-965936890.jpg","imagine_tags":{"34":"Accountants","255":"SBC Accounting"}},"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"Sage Advice Canada English","distributor_original_site_url":"https:\/\/www.sage.com\/en-ca\/blog","push-errors":false,"_links":{"self":[{"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/posts\/7462","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/users\/737"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/comments?post=7462"}],"version-history":[{"count":0,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/posts\/7462\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/media\/8030"}],"wp:attachment":[{"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/media?parent=7462"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/categories?post=7462"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/tags?post=7462"},{"taxonomy":"business_type","embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/business_type?post=7462"},{"taxonomy":"lilypad","embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/lilypad?post=7462"},{"taxonomy":"context","embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/context?post=7462"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/industry?post=7462"},{"taxonomy":"persona","embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/persona?post=7462"},{"taxonomy":"imagine_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/imagine_tag?post=7462"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/coauthors?post=7462"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}