Do you use a few menu options often and wish you could get to them quicker? Try the new My Workspace option – a fully customisable, graphical view of the most commonly used tasks in Sage One.
Where do you find My Workspace? Select My Workspace from the Home menu. If you want to see My Workspace as the default instead of your Dashboard, you can set this up under your Preferences under My Profile.
Once your accounts have been reviewed and your financial reports for a year have been finalised by your accountant, it is a good idea to set a lockdown date to stop changes to any transactions for that year. To set a lockdown date in Sage One, go to Financial Years under Company Settings.
You can now attach files to any document. For example, if you have specific terms and conditions you need to attach to a quote or invoice, choose Document Attachments on the Options menu while you are on the quote or invoice. Attachments you add here will not automatically be emailed with the document, but are easily accessible from the handy Attachments button on the email screen.
Add notes to your documents by choosing the Document Notes option and add Anticipated Payment Dates – this feature is explained in the section about managing your cash flow below.
At its simplest, cash flow management means getting your customers to pay you as quickly as possible while delaying any money you need to pay out as long as possible.
Get paid quicker by monitoring which invoices are due for payment or overdue so that you can follow up with your slow-paying customers. To make this easier for you, you can view the status of your invoices easily in the invoices list.
Add an Anticipated Payment Date to adjust the payment date of an invoice so that you can record when your customer will actually pay you – together with any information or notes to assist you in keeping on top of the customers who owe you money. The new Customer and Supplier Payments Due Widgets will give you valuable insight into when you are expecting money to come in or flow out of your business. Turn these widgets on by choosing Add Widget on the Dashboard Options.
Are you never too sure about what statements will be emailed or printed? Do you never remember what options you selected last month you sent them out? Not to mention that you’re not sure what each option even means and what details the statements will include?
We have made these changes to reduce your statement frustrations:
Staying on top of your automatic bank feeds and ensuring that your Sage One bank balance matches your internet banking balance is of utmost importance.
A new link to your Automatic Bank Feeds Status is available for each bank account your have linked and will give you information on your last successful refresh, the number of transactions that have been imported, and most importantly, whether your bank balance is correct.
A full refresh status report is also available which will give you all the information on each account refresh, including the date and time of the refresh, the status, the value of the imported transactions and any differences that you may need to investigate.