What's New

We’re always working on building the features you ask for and improving existing ones.

January 2019

Improvements and fixes

The following improvements and fixes have been made:

  • You can now set a bank account to use an unused ledger account without an error.
  • The date on statements delivered by email now displays in the correct format.
  • You can now use the Close button to close the Edit Your Tax Settings window when creating an Other Receipt.
  • If a business owner resets data, previously invited users can no longer complete the Quick Start wizard.

New features, improvements, and fixed issues from 2018

December 2018

Improvements and fixes

The following improvements and fixes have been made:

  • The incorrect column heading VAT Amount has been renamed Tax Amount on the Configure columns window for the Expense List.
  • When you print a journal entry to a PDF, the file now includes the description you enter up to 100 characters.
  • When you print a journal to a PDF, the reference and header details no longer overlap other fields.
  • The Contact’s Personal Data report as been improved to allow you to perform actions for multiple contacts, including printing and deleting.
  • The Unreconciled Bank Transaction report no longer displays an error when you try to match a journal to a transaction in a bank feed.

November 2018

New feature

Journals: New editing functionality and other updates

The create Journal page has been updated with a new look and added functionality. The new page includes an activity panel on the right-hand side, where you can manage the entry. This panel includes a new Edit option that allows you to edit any unreconciled journal entry (provided it is not dated before the Year End Lock Down Date). The panel also includes options to print to PDF, attach a file, reverse, or copy the entry.

Improvements and fixes

The following improvements and fixes have been made:

  • You can now set your data retention period for up to 99 years in the Retention Period field within the Business Data Retention Period section of settings (go to Settings, and then Financial Settings in the Financial Settings section).
  • Tax rates no longer display in the invoice tax analysis.
  • A red error message no longer displays when you update your business address. The correct confirmation now displays in green when it is successfully updated.
  • The process of creating a new bank feed connection (go to Banking, and the click Connect Bank on a bank account) has been improved.

October 2018

New features

Stripe integration

Stripe is a secure, online payment service that you can connect to your Sage Accounting account to take card payments on customer invoices. Make it quick and easy for your customers to pay without having to contact you and speed-up your cash flow by connecting to Stripe.

Enjoy these additional benefits when you connect your Stripe account to Accounting:

  • Safety and security. Stripe is trusted worldwide by thousands of businesses.
  • Start now. No need to fill out a bank application and wait for approval.
  • Ease of use. Your customers do not need to have a Stripe account to send you payments. You can take their payments over the phone or they can pay you without having to call using the Pay Now button on an emailed invoice.
  • Reduce data entry. Significantly reduce the time you spend updating your invoices. With Stripe payments, your invoices are automatically updated and fees are transparent.

Go to Settings and then click Card Payments in the Connect section to use Stripe, or see Connecting to Stripe for additional information.

Contact’s Personal Data report

The new Contact’s Personal Data report provides a list of contacts whose personal data is now outside of the retention period. You can select contacts from the list and then print, email, or save the report as a PDF. You can also delete the personal data of one or more contacts on the list or view a list of contacts for whom data has already been removed on the Removed tab. This report helps ensure that you are compliant with the General Data Protection Regulation (GDPR).

Improvements and fixes

The following improvements and fixes have been made:

  • If inapplicable to your business, you can now mark Don’t show me this again on the Set Your Retention Period for GDPR window that opens when you sign in.
  • For consistency, the column headers on the View Journals and Create Journals pages now display in the same order.
  • The Sales Revenue report no longer freezes when you filter it by category.
  • If you are using the Pepper template, your business logo is no longer cut-off.
  • When viewing the Other Payment, Other Receipt, Sales Other Payment, and Purchase Other Receipt screens in French, the Tax Amount and Total Tax fields no longer display as TVA.

September 2018

Improvements and fixes

The following fix has been made:

Printing of a sales delivery notes no longer sets the invoice status to Issued.

August 2018

Improvements and fixes

The following improvements and fixes have been made:

  • Year-end journals are no longer included on cashflow reports. This allows the reports to show more accurate bank balances.
  • The View Invoice hyperlink in invoice emails now displays in the same language as the email body.
  • The Detailed view of the General Ledger report no longer displays deleted entries.

July 2018

New features

Other payments and receipts

There may be times when you need to record one-off purchase payments or sales receipts, such as a refund you paid where you have not issued a credit note. You can use Purchase Other Payment or Sales Other Receipt option to easily record these transactions. These transactions also keep ledger accounts and tax returns updated.

Go to Banking, and the click the account you want to work with. Click New Entry, and then Money In (for sales) or Money Out (for expenses). To create the one-off transaction, click Enter a refund for a sale or Enter a refund for a purchase.

Journals update

The view Journal page has been updated with a new look and added functionality. The new page includes an activity panel on the right-hand side, where you can manage the entry. This panel includes a new Print option that allows you to print the entry to a PDF. The panel also includes options to attach a file, and to reverse or copy the entry. These options replace the Attachment and Manage Journal buttons previously located at the top of the page.

Improvements and fixes

The following improvements and fixes have been made:

  • Deleting a bank account no longer deletes the associated ledger account.
  • Now clicking Save & Print or Preview PDF (on the Email window) marks the document as Issued.
  • Sage supports “GDPR Right to be Forgotten” requests, to delete data from subscribed Sage Accounting customers.
  • The scroll bar now remains on-screen if you reduce the size of your browser window while using the Quick Start wizard.

June 2018

Improvements and fixes

The following improvements and fixes have been made:

  • The GDPR Retention Period section (go to Financial Settings, and then click Accounting Dates & VAT) has been renamed to Business Data Retention Period.
  • An error no longer displays when you choose to show a larger number of transactions from the Show records field at the bottom of list pages.
  • The performance of tax return calculations has been improved.
  • Voided payments now correctly adjust vendor account balances.

May 2018

New feature

General Data Protection Regulation (GDPR)

Sage Accounting and Accounting Start support the GDPR “right to be forgotten” for all customer and vendor contacts. This functionality allows you to obfuscate all personal data from contact records and ensues that they can no longer be identified.

Improvements and fixes

The following improvements and fixes have been made:

  • Adding a delivery address to an existing contact no longer causes an error.
  • An error no longer occurs when you try to edit the main address of a deleted contact.
  • Your company logo (if you uploaded one) and business name are now included on web hosted invoices. Web hosted invoices are invoices that open in the customer’s web browser after you email them an invoice.
  • The Days Overdue field no longer displays on Paid invoices.

April 2018

New feature

Improvements to emailed sales documents

Sage is pleased to announce major improvements to emailed sales documents. When you email sales documents (invoices, credit notes, quotes, or estimates) to customers, the document is stored in the Sage Business Cloud. Your customers receive a hyperlink to their documents in the email. When a customer clicks the link, their document opens in a new web browser window (or tab) where they can:

  • View the document in a responsive layout, optimized for display on mobile phones and tablets.
  • Pay an invoice using a single Pay Now button (if you enable credit card payments), which now displays at the top of the document for better visibility.
  • Print the document from their web browser.
  • Download the document as a PDF.

When you email a sales document to a customer, you can also attach a PDF copy to the email. Your customers will receive the PDF as an attachment to the email and a hyperlink to the web document. Additionally, if you enabled credit card payments and email a sales invoice, the PDF will also include a Pay Now button to allow your customers to pay online


You can now print a test cheque from Cheque Printing settings, which means that you can verify that the cheque paper and printer are lined up properly and make any necessary adjustments before printing a cheque run.

March 2018

New feature

Bank feed matching and split transactions

Managing your bank transactions has never been easier with the new matching and split transaction features. Transactions downloaded from your bank (via bank feeds) are automatically matched to your Accounting transactions. After clicking Match for each correct match, you may still have some unmatched transactions. You can now click Match and then click Find a Match to search for possible matches from a list of uncleared (or unreconciled) payments or receipts and outstanding invoices and credit notes. The oldest transactions display at the top of the list, though you can filter the list as needed.

You can split the bank transaction by selecting multiple transactions from one or more customers or vendors on the list to match it to. You can select how much of the bank transaction to apply to each selected transaction. If the total of your selected transactions is less than the bank transaction total, you can click New Transaction to create a new payment, transfer or other type of transaction to account for the balance.

Improvements and fixes

  • When emailing your invoices, the view page (opens when you click view file on the Email Invoice window) and attached PDF now display in the contact’s selected language (English or French).
  • Voided payments no longer display in the ITC section of the Tax Return.
  • You can now select the countries Curacao, French Polynesia, Turkmenistan, or Vanuatu when entering new contacts. Click the country drop-down list and then click Other to display a list, where you can select one of these countries.
  • An error no longer occurs when you try to delete a nominal account opening balance.
  • Dates on French language invoices now display using the correct date format.
  • You can now create an invoice with the negative totals (less than zero).
  • When you filter the Nominal Activity Detailed report, the pagination now displays correctly.

February 2018

New feature

Searching lists

When searching lists (such as sales and purchase documents, bank activity, and journals), the list no longer sorts as you type in the Search field. This improves performance and allows you to select additional criteria before searching. Simply click Search (or press Enter) after selecting your criteria to start the search.

Improvements and fixes

  • Select or unselect Copy Emails to Me in Email Default settings (Click Settings and then Email Messages in the Invoice & Business Preferences section) to change the default setting for receiving copies of emailed documents such as invoices and credit notes. When the option is selected, the default setting for the Copy to me option on the Email window is also selected. While you can still change the option on-demand, the selected setting means that you will receive a blind carbon copy (BCC) of all e-mails sent with sales and purchase documents.
  • Tax number prefixes no longer display on invoices for companies that do not charge sales tax.
  • When printing a cheque, the transaction date now shows instead of the print date.
  • When importing bank transactions, column widths are saved according to your settings.
  • Zero value invoices are no longer marked as paid and can now be edited or deleted.
  • Journals with more than 255 characters in the description no longer cause an error.

New features, improvements, and fixed issues from 2017

December 2017

  • When emailing items such as invoices or credit notes to contacts, the email address you enter is now checked for validity. If the email address cannot be validated, a warning displays before you send the email. This helps to ensure that your emails are sent to the correct email addresses.
  • When adding notes to a contact, extra-long text no longer overlaps.

November 2017


  • If you sort your products and services by item code, the item code now shows before the description in selection lists when creating transactions.
  • The Audit Trail report no longer displays an error if you deleted a Tax payment.

October 2017


Sage now correctly updates a product if you edit the weight after changing the default unit.

September 2017

Sales Day Book report

The Sales Day Book report now includes a Detailed view, which allows you to view the details of each transaction in the report. Click the Detailed button at the top of the report to switch from the Summary view to the Detailed view.


  • The comma that displayed between the provice and postal code in addresses on invoices has been removed.
  • An error no longer displays when you run the Cash Flow Statement report without entering a date range.

August 2017


  • Various improvements have been made to how bank tile information is displayed.
  • When importing bank statements, you can now see the number of outstanding transactions on the bank tile.


  • Large values now print correctly on cheques.

July 2017

Issue a refund from a sales invoice

You can refund a payment on a paid (or partially paid) sales invoice by selecting the new Refund option. Accounting Start will automatically unallocate the payment, refund the payment on account, and reset the invoice as outstanding.


  • You can include any balance on your Retained Earnings or Profit and Loss account in your calculated profit figure on your Balance Sheet. See About Default Settings for more information.
  • On invoice lines, the list of tax rate selections are rearranged to be optimized for your country or region.


  • The general ledger code in your custom general ledger accounts is no longer reset to the default code when you edit a product or service.
  • The correct drop-down arrows now display on lists for all supported web browsers.
  • You are now required to enter a valid start and end date before exporting a report.
  • After adding a new customer or vendor, Accounting Start now populates the Defaults tab on the Create new customer (or supplier) window.
  • The cashbook screen did not remember the most recent date choice.
  • The default tax rates for Ontario and New Brunswick have been corrected.
  • Sometimes the ‘Sales This Year’ value was not displayed on a contact record.
  • The cheque stub number for a sales credit note incorrectly included a prefix.
  • The amount on printed cheques displayed an incorrect value if there was a zero in the hundredths place.
  • When creating a product or service, you couldn’t use the Escape key to close the window.
  • In some browsers, Tooltips were cut off on the products and services screen.
  • When importing products and services, the default file type was incorrect.
  • Tax fields were incorrectly being shown in the products and services screens for businesses not registered for tax.

June 2017


  • When setting up the service for the first time, you can now specify that you don’t charge sales tax.
  • You can now edit the cheque number in the Cheque Register.
  • The net profit / loss for the current year and prior year are now shown on the Balance Sheet as separate values.
  • You can now customize customer statements, including overdue indicators and aged totals.
  • You now see visual indications for unpaid, part paid and overdue invoices.
  • You can now choose how Products & Services are sorted in the menu, by the item description or code.
  • When emailing a fully paid invoice, we no longer show a due date in the subject line.
  • You can now reverse a cheque transaction when you void a cheque.
  • You can now mark a printed cheque as void.
  • We’ve reorganized some content on the settings page to make it easier to use.


  • The PDF for the Aging report did not display correctly when the customer aging periods were changed.
  • You can now create a refund from an invoice when using Firefox.
  • You could not filter bank transactions correctly from the Cashbook.
  • You could not create a credit note from the Sales Invoice screen
  • Invoice printed using the ‘Pepper’ template were not aligned correctly when printing over more than 2 pages.
  • Cheques sometimes didn’t appear in the Cheque Register.
  • The cheque stub showed wrong reference.
  • Filtering the General Ledger report by analysis types now returns the correct information.
  • Sometimes quotation marks in Product or Service names were not shown correctly.
  • You can now successfully create an invoice against an EU contact with a valid business number .
  • Changing the delivery province sometimes did not update the tax amounts correctly.

May 2017

Cheque printing

You can now print information about a cheque on the cheque stub for all payments and customer refunds.

Print cheques

Use the new Cheque Register page to view and manage cheques to be printed, or print a cheque immediately after entering each payment or refund transaction.

To get started, use the new Cheque Printing Settings page to review cheque printing settings and print a test cheque.

For more information see Set up cheque printing and Print and manage checks.


  • When viewing your balance sheet, you are warned if your financial year is not set.
  • The feedback form now shows how many characters you have remaining.
  • The getting started wizard now includes the business name and a second address line.


  • Customer statements more than 2 pages long were missing a divider line.
  • When changing a customer’s province, sometimes the tax amount would not update.
  • The YTD values were sometimes not shown correctly when comparing the P&L.
  • Sometimes the delivery address box could not be closed.
  • Printing cheques with large values made the text go over two lines.
  • You could not view contacts when using Safari v10.1.
  • A small number of screens displayed an incorrect help icon.

April 2017


  • You can now set default ledger accounts for other payments, receipts, sales, income and expenses.
  • We’ve increased the number of lines shown on the payment allocation screen.
  • The setup wizard for new users has been redesigned and is more responsive.


  • Editing email defaults caused an error when you are not the business owner.
  • For very large amounts, the printed invoices did not show decimals.

March 2017


  • Changing contact business name, didn’t update the Aged Reports.


  • We’ve removed quantity from example invoice template.

January 2017

New Cashbook Report

Use this report to see transactions and running balance for a bank account during a period you specify.

Trial Balance Report

The Periodic Trial Balance Report is now part of the main Trial Balance Report, with a new option to only show the current year’s profit and loss. This includes the ability to drill down on your debits and credits, to either the General Ledger detail or the Profit and Loss Report.

General Ledger Report

We’ve added “Period Variance” to the General Ledger Report, showing ledger account movement in a given period.

Email address validation

We’ve extended email suggestions to editing a customer or supplier. The email address is now checked for common mistakes and the system may suggest an alternative. Simply click the suggestion to accept it, but you can also ignore the suggestion if you prefer.

Other improvements

  • Improved: Redesigned Settings page makes it easier to find settings and set up the service.
  • Improved: Restyling of the Invoice Form Settings page.
  • Fixed: You can no longer delete contacts associated with a draft artifact
  • Fixed: Brackets were visible around negative numbers on some CSV exports
  • Fixed: You no longer get an intermittent error when refunding a paid invoice
  • Fixed: Error when running General Ledger report with analysis category of “none”
  • Fixed: Sometimes you couldn’t close the delivery address dialog when entering a sales invoice.

New features, improvements, and fixed issues from 2016

December 2016

New payment method field for transactions

When entering payments, receipts, and refunds, you can now specify a payment method.

Other improvements

  • Improved: New “other” countries now available for contacts: British Virgin Islands, Falkland Islands, Guernsey, and Jersey
  • Fixed: Alignment of totals on Journals screen.
  • Fixed: You can now copy and paste notes, terms & conditions from the invoice view pages.
  • Fixed: Misalignment in columns when exporting aging reports with foreign currency enabled.
  • Fixed: Missing attachment icon on Journal screen.

November 2016

Attach files to transactions and journal entries

To help you keep track of receipts and other information related to your transactions, you can now attach images and PDF files to Money In transactions, Money Out transactions, and journal entries.

While adding or editing a transaction, you can also attach a file by dragging the file into your browser window:

Learn more about attachments

Email address validation

When you add a customer or vendor record, the system checks the email address for common mistakes, and may suggest an alternative. Simply click the suggestion to accept it. We will add the same functionality to the view and edit pages for contacts soon.

Other improvements

  • Improved: You can now enter dates in MMDD format.
  • Improved: The layout of the Settings screen layout has changed as part of a series of improvements being delivered soon.
  • Fixed: Grid size is now saved on the contact view page.

October 2016

Redesigned Contact page

We have redesigned the Contact page to make it easier to use and more responsive. Quickly see important information such as amount outstanding or overdue, along with historic sales data.

Other improvements

  • Improved: We continue to redesign and improve more report layouts. Many now fit in portrait orientation and use less paper.
  • Improved: We’ve changed the font used to provide a better experience across different browsers.
  • Fixed: Statements now show the correct email address.
  • Fixed: Entering dates as MMDDYY now works again.

September 2016

Fixed an issue that was causing unexpected characters to appear in the Trial Balance report when exporting to CSV.

August 2016

Create ledger accounts on the fly

Missing a specific ledger account? You can now create a new ledger account while entering journals, sales, and purchases.

July 2016

Accounting Start Available in Canada!