Sage Accounting support
Set up Sage Accounting around your business
We help organise the chart of accounts, customers, suppliers, invoicing and opening balances around your business. We agree who captures transactions, who reviews them and what information is needed before the new system goes live.
- Cloud company setup
- Chart of accounts and take-on balances
- Invoicing and supplier workflows
- Bank import and reconciliation support
- Migration planning and balance checks
- Practical staff training
Illustrative workflow
From invoice to money in the bank
R200,000 invoiced. Paid in full.
- 1. Create invoiceRaise the R200,000 invoice in Sage.
- 2. Send to customerEmail the invoice with payment details.
- 3. Customer paysR200,000 arrives in your bank account.
- 4. Record & allocate receiptMatch the bank receipt to this invoice.
- 5. Invoice paid in fullThe amount outstanding is now R0.
- Amount paid
- R200,000.00
- Amount outstanding
- R0.00
- Bank to books: use a bank feed, statement import or cashbook entry to record the customer receipt.
- Count it once: if the receipt is already recorded, match it rather than enter it again.
- Clear the invoice: allocate the receipt to the correct invoice. A part payment leaves a balance owing.
Illustrative workflow and sample figures; not a Sage screen.
Bank imports, allocations and reconciliation
A bank feed or import should reduce repetitive work. We review transaction formats, duplicate entries, allocation rules and unreconciled items, with checks against the opening and closing bank balances.
Move from desktop records to cloud accounting
If you are considering a move from Pastel or spreadsheets, we assess your invoicing, stock, reporting and transaction requirements first. We then agree the information to transfer, the conversion date and a practical training plan. Existing desktop users can also use our dedicated Pastel support service.
