Getting started with Sage One

You can use the Getting Started option to help you get up and running with Sage One, from entering your customer and supplier information to customising settings and preferences for your business. You can access this option from the Summary tab.

When you first sign up to Sage One you have to enter some basic information about your company using the quick start guide. The business address you enter appears on invoices, credit notes, quotes and statements you send to your customers. If necessary, you can check or update your business details.

Help with processing accounts

If you need help at any point, simply click help from the menu bar.

This takes you to our help centre where you can find useful articles to help with everything from getting started, to the day-to-day processing of your accounts. You can also get help on a specific window when you see the help button.

Enter your customer information

Create or import customers

If you regularly deal with the same customers, you can either manually create their records, or to save time you can import them using comma separated values (CSV) files.

Enter money customers owe to you

Once you’ve setup your customers, you can record any outstanding transactions as opening balances. This ensures the reports you produce gives you a true picture of your financial position.

Review the Aged Debtors report

This report shows how much each of your customers owe you. Once you’ve entered your opening balances, you should check this report.

Enter your supplier information

Create or import suppliers

If you regularly deal with the same suppliers, you can either manually create their records, or to save time you can import them.

Enter money you owe to suppliers

Once you’ve setup your suppliers, you can record any outstanding transactions as opening balances. This ensures the reports you produce gives you a true picture of your financial position.

Review the Aged Creditors report

This report shows how much you owe each of your suppliers. Once you’ve entered your opening balances, you should check this report.

Check your chart of accounts

Review the standard chart of accounts

The chart of accounts is a list of all of the accounts used by your business. These accounts are known as nominal ledger accounts. You can use it to analyse your income, expenditure, assets, liabilities and capital when running your management reports. This helps you to see how your business is performing at any moment in time.

There is a default chart of accounts, based on the type of business you selected when you created your Sage One account, You can amend or create new nominal ledger accounts based on your needs.

Enter opening account balances

Whether you’re just starting your business or changing from another accounting system, you’re likely to have opening balances. You should produce your final trial balance from this system to use when entering opening balances. Or, if your accountant previously processed your accounts for you, they need to give you a full trial balance.

Review the Trial Balance report

Once you’ve entered all the values from your trial balance, you should check the values are correct. The trial balance report shows the balance on each of your nominal ledger accounts.

Optional extras

You can further customise Sage One for your business using the following options.

Want to customise your invoice?

You can personalise your invoices and quotes you send your customers by choosing from a variety of templates and adding logos. You can also enter any terms and conditions you want to appear and enter your default invoice numbering and quote options.

Do you sell products, or services?

If you regularly sell the same products or services , to save time when entering your invoices or credit notes, you can create records.

Do you have departments, cost codes or projects?

You can create analysis types in Sage One to help you analyse your accounts in more detail.

Do you buy or sell in foreign currency?

If you trade with companies based overseas, you can process foreign currency transactions. You can easily record invoices, credit notes, payments and receipts in different currencies.

Do you work with colleagues?

If you have more than one person processing your accounts, you can invite multiple users to have access. You can also assign different roles for your users, from read only to full access.

Review default settings and preferences

To save you time when creating records and processing transactions, you can enter default settings and preferences.

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