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Sage Accounting Mobile APP: FAQ's

Created on  | Last modified on 

Summary

The Sage Accounting Mobile application assists users to manage their business with convenience and ease. The application allows users to perform multiple functions, all on the go and at their fingertips.

Description

Users need to have an existing profile on the Sage Accounting website or need to sign-up via the website to make use of the Sage Accounting Mobile application.

The app is available for download on the Apple App Store and Google Play Store for new and existing customers.

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The application is free to use as a companion app to the website version of Sage Accounting in South Africa.

Resolution

1. Why are we launching the new SBCA Mobile App?  

We received feedback from customer research based on the existing App. With this in mind, we have developed a new mobile App with improved navigation and performance. Any Sage Accounting customer will get value from using the new mobile App. It connects directly to their accounting software and pulls through information about customers, suppliers, quotes, invoices, and stock items.  

  

2. Do I need a Sage Business Cloud Accounting subscription to use the mobile App? 

Yes, customers with an active Sage Business Cloud Accounting subscription will have immediate access to the new App. This applies to current SBCA customers as well as customers who are on the trial version of SBCA. 


3. Who is the target audience for the SBCA Mobile App?  

The SBCA Mobile App is created for sole traders, and micro and small businesses who work on-site or on the go that needs to access Sage Business Cloud Accounting from a mobile device. 


4. What features are in the new SBCA Mobile App?  

The new SBCA Mobile App will provide customers with the following functionality:  

  • Access to critical information about business finances when needed  
  • Share quotes or invoices via email and WhatsApp  
  • Track and manage unpaid and overdue invoices  
  • Add and edit customer and supplier detail on the go  
  • Add attachments and edit inventory items  

  

5. Does the new SBCA Mobile App have the same functionality as the old App?  

Whilst the old app was feature-rich, usage data showed customers did not fully utilize all the functionality. We have embarked on the new App build-out in two phases and will deliver continuous enhancements that add value to our customers' App use.  

  

6. Will the old SBCA Mobile App be available after the launch of the new App?  

Customers will still be able to access and use the App, but no new downloads will be available because the old SBCA App will be removed from the App stores, i.e., Google Play on Android and Apple App Store on iOS.  

  

7. Do I need to download the new App from the App Store?  

Yes, the new SBCA Mobile App is available on Google Play for Android and the Apple App Store for iOS. You can also access Sage Accounting via your web browser in Safari, Chrome, or Edge. Usage is free for all SBCA customers that have a Sage Accounting monthly subscription.  


8. Do I need to sync my data from the software to use the new SBCA Mobile App?  

No, the customer's current login detail for SBCA (software) can be used to log into the new SBCA Mobile App. The data will automatically sync from the software and reflect in the new mobile App.  


9. Do I need a good internet connection to use the App?  

A smartphone will provide enough speed to use the new SBCA Mobile App smoothly. The new mobile App is designed for high performance even on low internet speeds (around 2MB). A standard 3G phone connection should suffice for our SBCA Mobile App for Android and iOS users.  


10. Can multiple users access an account from the App?  

Anyone with an active subscription can use the Sage Accounting Mobile App from their smartphone.  

Note: Ensure that the user has adequate permissions to access the company including Add-Ons. This can be checked under Administration > Control User Access for the company they need to access.

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