Product Focus: Drill Down Trial Balance

Its always a nightmare at the end of year when you are trying to work out why the figures just aren’t quite right. Hours of time can be wasted chasing around a few pounds, and it ALWAYS turns out to be something really simple! The Drill Down Trial Balance is a tool to relieve some Read more about Product Focus: Drill Down Trial Balance[…]

How Tax is handled in Sage Financials

How Tax is handled in Sage Financials

Tax handling in Sage Financials has been designed for the global market – so it can be configured to work in any country in the world. And a single Sage Financials instance can use multi-legislation for different companies based in different countries. This flexibility means there is a degree of complexity you might not find Read more about How Tax is handled in Sage Financials[…]

Issue 5: Planning your Expensify Integration

For small volumes of expenses, the Sage Financials ‘Travel Expenses’ Journal can be used. But Expensify is much more efficient for both users and administrators. Record and approve your expenses in Expensify and then use Expensify Sage Financials Connector to bring them into Sage Financials without double-keying. The Expensify Sage Financial Connector can integrate tightly Read more about Issue 5: Planning your Expensify Integration[…]

Sage Financials help

Page Layouts in Sage Financials

  If you have ever struggled to change the layout of the pages in Sage Financials you should find this article useful. It not only explains how to make it work but also why it works that way. Two kinds of Components Sage Financials uses Salesforce ‘Lightning Record Pages’ to display records. From any record Read more about Page Layouts in Sage Financials[…]

Sage Financials & multi-currency: Part 2

Sage Financials & multi-currency: Part 2

In the last article I went over how Sage Financials handles raising an invoice at one exchange rate, and receiving payment at another rate.(See; Sage Financials & multi-currency). In this article I will cover Currency Adjustments. Here is the problem: If I raise a sales invoice for $100,000 on 5th Jan when the exchange rate is 1.28 Read more about Sage Financials & multi-currency: Part 2[…]

Sage Financials & multi-currency

Sage Financials & multi-currency

If you are like me and haven’t got an accounting qualification, you may find it difficult to understand how multi-currency works, and why it’s such a big deal. In the first in a series of articles explaining how multi-currency works I will go over the key problem of multi-currency and how this is resolved in Read more about Sage Financials & multi-currency[…]

Sage Financials help

Dimensions in Sage Financials explained

When I started working with Sage Financials (Sage Live in those days) Dimensions seemed to popup in the oddest of places. One reason I found is so hard to get my head around them is that there are actually THREE different kinds of Dimension. Analysis Dimensions These are the easiest to understand – they work Read more about Dimensions in Sage Financials explained[…]