{"id":9585,"date":"2021-05-14T12:05:33","date_gmt":"2021-05-14T11:05:33","guid":{"rendered":"https:\/\/www.sage.com\/en-gb\/blog\/?p=9585"},"modified":"2026-01-29T09:44:30","modified_gmt":"2026-01-29T09:44:30","slug":"sage-accounting-tracking-business-performance","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-gb\/blog\/sage-accounting-tracking-business-performance\/","title":{"rendered":"Sage Accounting updates: Finding key contacts and tracking business performance just got easier"},"content":{"rendered":"
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\n\t\t\t\t\t\t\tMoney Matters<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t
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\n\t\t\t\t\t\tSage Accounting updates: Finding key contacts and tracking business performance just got easier\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t

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\n\t\t\t\n\t\t\t\t\"Adrian\t\t\t\tAdrian Malpass<\/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

As things start to open again, we want to ensure you have the information you need on hand to effectively support your business.<\/p>\n\n\n\n

Be it needing to quickly access a customer\u2019s information or getting a quick glance of how your business is tracking against previous periods or years, we\u2019re constantly looking at ways to simplify administrative tasks for you.<\/p>\n\n\n\n

In our latest Sage Accounting update<\/a>, we cover the following topics:<\/p>\n\n\n\n

Search for and find key contacts with less information<\/a><\/p>\n\n\n\n

Simplify your banking<\/a><\/p>\n\n\n\n

Visibility in how your business is performing<\/a><\/p>\n\n\n\n

Invoice with attachments on the go<\/a><\/p>\n\n\n\n

If you\u2019re a construction contractor or subcontractor, we\u2019ve got you covered<\/a><\/p>\n\n\n\n

Power through payslips<\/a><\/p>\n\n\n\n

Got a product improvement idea?<\/a><\/p>\n\n\n\n

Get paid faster, track cash flow and automate admin with our award-winning accounting software to free up time so you can focus on the work that matters most<\/a><\/p>\n\n\n\n

Search for and find key contacts with less information<\/h2>\n\n\n\n
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We know you\u2019re busy and may not always remember all your customers\u2019 details.<\/p>\n\n\n\n

To make life a little bit simpler, you can now search for your Sage Accounting<\/a> contacts and suppliers using key details such as your contact’s address (or partial address), their main or mobile phone number, or just their primary name helping you find them quickly.<\/p>\n\n\n\n

And to save you the time and drudgery of trawling through transactions you can now search your audit trail report by transaction number to quickly track down the history of an entry.<\/p>\n\n\n\n

Simplify your banking<\/h2>\n\n\n\n
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We know you\u2019re constantly juggling tasks so to ensure you\u2019re using the right bank accounts, we\u2019ve introduced the option to mark unused or closed bank accounts as inactive.<\/p>\n\n\n\n

This hides unused and closed bank accounts from your day-to-day transactions to reduce the risk of incorrectly selecting an old account, while ensuring they\u2019re still available for audit purposes \u2013 and neatening up your banking page in the process.<\/p>\n\n\n\n

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You can be confident that you\u2019re using the right bank accounts<\/figcaption><\/figure>\n\n\n\n

Visibility in how your business is performing<\/h2>\n\n\n\n
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To monitor how your business is performing against the previous periods or years, you now have easy access to a comparative profit and loss report, showing a monthly rolling breakdown of your figures, and the ability to run a comparison against previous or prior periods.<\/p>\n\n\n\n

This ensures you have the backing to make informed business decisions.<\/p>\n\n\n\n

For additional report customisation or to create a new report (either online or in Excel) you can launch Sage Intelligence from the bottom of the profit and loss report page.<\/p>\n\n\n\n

\"comparative
You’ve got easy access to a comparative profit and loss report<\/figcaption><\/figure>\n\n\n\n

We\u2019re also excited to welcome some additional reporting apps to the Sage Marketplace<\/a> to ensure your unique reporting demands are met.<\/p>\n\n\n\n