Sage One Online Accounting is online accounting software with dashboards, graphs and drill-downs to any transaction that you and your accountant can access, 24/7 via the internet. It is easy to use, with no accounting jargon and an intuitive interface with features and reporting you can easily manage.
Sage One Online Accounting is available anywhere, anytime!
Because Sage One is online, you can simply login from wherever you are and start working. You access your data from the cloud which means that your data is always available. All you need is an internet connection.
What is the Cloud?
The term “the cloud” is really a metaphor for the Internet. You already use the cloud when you access your email or your internet banking. Using cloud software means that you have no installation hassles because there is nothing to install. You have no upgrade hassles – you are automatically working on the latest version of the software. And, you have no security hassles. We know that it is important that your data is safe. Accessing your data from the cloud is one of the most secure ways to store your information. If your computer is stolen or there is a disaster like a fire, your data is in the cloud and unaffected.
The best part about cloud accounting software – or online accounting software – is that you have no accessibility hassles. You have the flexibility to run your business no matter where you are.
Get the Information you Need
For a bird’s eye view of your business, the Dashboard in Sage One is where you get an overview of how your business is doing. Dashboard Widgets can be added or removed to display only the details most relevant to your business.
Managing your To Do’s
The To Do List reminds you of who owes you money and whom you owe money to. By clicking on a line in the To Do List, you can drill down to a detailed breakdown of that line, and even further to the individual documents and transactions that make up the balance.
Getting the Bird’s Eye View of your Company
See who your best customers are on the Dashboard Top Customers by Sales view, or see which Customers you need to keep an eye on in the Dashboard Top Customers by Outstanding Balance view. Want to see how sales are going? Have a look at the Dashboard Sales History graph. Detailed information can be seen by clicking on a bar in the chart. Which of your items is your money spinner? The Dashboard Top Selling Items highlights your best performers giving quantities sold and sales values.
Drilling Down to Detailed Information
The Drill Down feature in Sage One lets you look deeper into information that is presented on the screen. This drill down functionality is available on the Dashboard as well as report previews. When working on the Dashboard, for example, you can start by viewing the Sales History graph by month. By clicking on a bar on the graph you will drill down to a daily view of the sales for the month. By drilling down once more, you can view the original invoice.
Manage your Customers, Suppliers and Inventory
As you process, Sage One keeps track of sales per customer and per item, and purchases by supplier and item. You can create customer categories, supplier categories and item categories to analyse your sales.
Customer Information on your Smartphone
The Sage One iPhone* application puts your customer information in the palm of your hands. View customer information and record notes (which will automatically display in your To Do’s on the Dashboard). Search for customers and contact them via phone or email.
Sage One is also available on your Android Device* with all the features of the iPhone application plus the option to Process quotes and email these directly to your customers! These applications are available on the Samsung App Store for your smartphone and tablet.
Create professional invoices using Sage One and find out how easy it is to manage what your customers owe you and how to get paid faster.
Convert quotations to invoices at the click of a button and use the nifty Use Last Invoice Detail option to quickly and easily generate a new invoice based on the details of the customer’s last invoice. Use the Sage One Report Designer to create your own professional, customized invoice layouts.
You can create recurring invoices quickly and easily for each customer that needs to pay you the same amount each month.
The Sage One Customer Zone
Enable your customers to view their invoices online. Your customers will be able to view and print their own invoices and quotes and view their account history with you. You’ll even know when your customers have viewed their invoices!
Using Online Payments by Sage Pay*, you can get paid faster. By accepting credit card payments online, your customers can pay you and the payments will be automatically reconciled when you import your bank statement.
*Available in South Africa only
Manage your Bank Accounts
You can manage unlimited bank and credit card accounts in Sage One. You can process payments, receipts and bank transfers. Sage One will even remember which account, customer or supplier to use based on the description you enter while you are working!
Automatic Bank Statement Feeds
Set up automatic bank feeds which allow you to automatically import bank statements into your Sage One bank or credit card accounts.
Each day when you login to your company, any new transactions available in your bank statement will be available for review in the Bank Statements screen. You will save even more time by mapping transactions where Sage One will automatically assigns the correct accounts each time your automated bank statements are refreshed.
Split your transaction lines when processing to your bank or credit card to allocate a single transaction to more than one account. For example, you may want to split a rates and taxes payment between rates and water accounts.
*Available in certain countries only
Reconciliations and more
Reconcile your bank accounts in seconds and make use of the many reports available in Sage One to view your banking transactions. Use the Banking Dashboard Widget to display your banks and credit cards, with balances, and a graph of the last 2 months movements.
Reporting and Budgets
A comprehensive list of reports is available that you can print or email directly to your customers or to other users in your business. You don’t need to be an accountant to print financial reports. Simply view your Profit and Loss report or a Statement of Assets and Liabilities. Next time your bank manager asks for these reports, you’ll have them on his or her desk in record time!
Reports are available both in the Reports menu and from the many Reports sections on screen in Sage One. Drill down directly to the transactions by clicking on a line in the report if the reports are printed in detail. Choose from the wide range of reports available for customers, suppliers, items, accounts, bank and credit cards and tax.
Analysis Codes and Budgets
Track how specific areas of your business are performing with Analysis Codes. If your business has different locations, divisions, projects or any other dimensions that you would like to report on or compare to one another, you can achieve this easily.
Use budgets to keep track of your company’s performance against targets you have set. You can create annual budgets from scratch or base your budgets on historical data. View your budget using the Budget Report and track your budget performance against your actuals using the Profit and Loss Report with budget comparisons.
Sage One Accountants Edition
The Sage One Accountants Edition is available for accountants and bookkeepers on the Sage One Qualified Adviser Program. This edition allows you to view all of your Sage One clients in one place, making it easy to manage and access. You get access to exactly the same Sage One functionality as your clients, plus added features to help you manage your clients and tasks.
As an accountant or bookkeeper that is registered for the Adviser program, you will have access to the Accountants Edition that will allow searching on company names, contact information for each company as well as display pertinent information such as the financial year end date and next tax submission date. Also included in this edition, is a reminder of any new notes, due and overdue notes. These reminders include notes that are sent by your clients directly from within Sage One.
The My Tasks and My Calendar tabs are designed to help you keep track of the various accounting or bookkeeping tasks that you do for each of your clients on Sage One.
You can create a single task or one that repeats on a regular schedule, in other words, a recurring task. You can use the My Tasks tab to manage your tasks, change the task status or login to your client’s data.
My Calendar is a useful tool to get an overview of the tasks and notes you need to work on each day. The Monthly view and Daily view will display all tasks and notes that are overdue, due today as well as those tasks that are scheduled to start.
An Accountant Dashboard is also available from the Home menu, displaying your client’s company information, notes that you need to action, a profit and loss widget as well as a widget with banking information. The Tasks widget will display all tasks for your client’s company with the status of the task, the due date and how many days are remaining until the task is due.
Add Access for your Accountant
Invite your accountant as a user and he or she will be able to login to complete your financials from anywhere in the world. You can also invite additional users to work on the same data simultaneously, with user permissions allowing you to control access to your company information. The Accountant’s Area is available for your accountant to process Journal Entries and Tax Adjustments, ensuring that your books are always an accurate and reliable record of your business.
Mobile Apps for Sage One!
The Sage One mobile apps put your customer and accounting information in the palm of your hands! Log on from wherever you are to view customer information, record notes, search for customers and contact them directly from your device. Find your way to your customer’s offices using map links and process quotes and invoices – all on the go!
The Sage One iPhone application gives you access to your customer information. You can contact your customers straight from your iPhone, using your standard phone or email applications. You can even find your way to your customer’s offices using the map links.
Sage One is also available on your Android Device. For your Android device, you get all the features of the iPhone application plus the option to Process quotes and email these directly to your customers. These applications are available on the Samsung App Store for your smartphone and tablet.
The Sage One Windows 8 App gives you an up-to-date, bird’s eye view of your business. See your sales and purchases for the day, your bank balances and a yearly view of your sales – this year vs. last year. Add your favourite customers and suppliers and view up to date information on them, check your due and overdue tasks, process quotes and invoices and email these directly to your customers.
*Available in certain countries only