2019
We all know that mistakes can - and do - happen. Perhaps you’ve assigned a transaction to the wrong ledger code or department. We’ve now made it easy to make corrections to get things back as they should be.
Powerful search takes the hard work out of tracking down what’s wrong - whether sales invoices, bank transactions or journals.
Whether your mistake affects one or hundreds of transactions, you can soon get things corrected. Select what needs to be changed and set Sage Business Cloud Accounting to work.
Find out more about correcting transactions.
Export a Chart of Accounts from Sage Business Cloud Accounting for use elsewhere. This feature will save you time recreating a Chart of Accounts from scratch.
To create this export, click Export Accounts in the New Ledger Account drop down and you can download a CSV file of the output.
To assist users who trade goods with customers within the EU, we’ve created overseas purchase and overseas sale of goods reports, helping you to reconcile effectively. They’ve now been updated to include the ability to export to PDF.
To help new users (who have signed up from the 7th May), we’ve improved our getting started wizard. Now, we’ll help guide you through the key steps so that you can get the most out of Accounting. Existing users will still be able to access the older Getting Started tab and hide it forever with one click. They can now also retrieve it from the Settings area.
No business likes to chase its customers, or to have awkward conversations that they feel risks their relationship. To help avoid these awkward conversations we’re improving our emailed invoicing to minimise confusion and avoid uncomfortable questions.
We’re pleased to announce Accounting will give you visibility of your sales invoices, sales credit notes, estimates and quotes. Created, sent, viewed or paid – you’ll know where it’s up to and helping you to get paid.
2018
Working with journals is now easier than ever. Our latest update completes a series of improvements, adding and improving journal functionality.
Viewing journals brings the ability to print and save a PDF file, plus ability to delete a journal.
When creating journals you can copy, delete and insert entries, plus drag & drop to reorder entries and also add attachments. Editing journals also gives you copy, delete, insert and reorder entries plus attachment functionality.
It all adds up to a better experience as we continue to improve Sage Business Cloud Accounting & Start.
New reports have been created for GDPR reporting. Get a list of contacts that meet all requirements of data retention, show all contacts that have been already removed, plus ability to bulk operate over pending contacts. You can also see a history of events for contacts and settings.
We’ve extended the Attachments capability that we have in Purchase Invoices and Credit Notes so that you can now attach documents and images to all Bank Receipts, Payments and Refund transactions.
Quotes and Invoices are now sent in the same way as the Sage Accounting web application, so no matter where you send Invoices from - in your office, or on the go - your customers will receive the same experience. This enhancement also means that users who have integrated with Stripe will be able to get paid more easily, as emails will now include the View Invoice link.
We now support HMRCs Making Tax Digital (MTD)for VAT Beta programme. The MTD service delivers a fully digital on-boarding and VAT Return submission service for Customers and Agents, creating a much better experience for Tax Payers and Accountants. HMRC and Sage will be working with customers who’ve been selected as eligible to join the Beta programme.
It’s now possible to create refunds for Other Receipt & Payment transactions. Previously it was necessary to create a Dummy Credit Note and Refund in order to keep your accounts in order - now it’s just a case of raising the refund - simples!
Sometimes Stripe Payouts contained details of payments and refunds that were not created by Sage Accounting. This caused some mild confusion for our Payments logic - we’ve now worked out how to deal with this, so those payouts can be processed automatically.
We've improved the Journal View to bring it in-line with the changes we shipped earlier this year around Quotes, Estimates and Invoices. The addition of the Action Panel makes it easier to manage your journals, by providing instant access to key tasks such as Reverse and Copy. We've also added the ability to Print a Journal.
Sage Business Cloud Accounting & Accounting Start now supports the GDPR right to be forgotten for all the contacts that our users have in the system. This functionality allows our customers to obfuscate all the contacts' personal data they have in the system and ensure that they can no longer be identified.
We’ve partnered with Stripe to enable you to take credit and debit cards from within Sage Accounting, or allow users to make payments themselves through the Online Invoices feature we released last week. Simply sign-up for Stripe (or connect your existing account), and start taking card payments in minutes. Payments are automatically processed by Sage Accounting, updating the Invoice status, allocating the payment, dealing with fees.
We’ve redesigned the way in which Invoices, Quotes & Estimates are displayed, making it easier to perform key actions.
When emailing invoices, quotes and estimates, your email now contains a link to the document stored in the Sage Business Cloud. This means customers can view their document on any device, with any screen size, and can easily print or download it, as well as see the latest status of the Invoice.
When matching bank feed transactions, you can now split an incoming transaction into multiple parts. You can also create new transactions there and then without leaving the page. We hope this makes matching your bank feeds quicker and easier!
The global navigation bar has been updated to a new clean layout. You will still find all the links you had before in the new dropdown menus.
You can now specify all your search criteria before pressing 'Enter' or clicking the new 'Search' button to start your search. This saves time when setting multiple search criteria. When the search is complete you can change your search criteria and search again.
