Current trending topics

The article assists with support for the current trending topics in Sage Accounting.

Bank Feeds

Manage and troubleshoot connections between Sage Accounting and your bank.

For steps to resolve common feed errors, see our Sage Bank Feeds: Troubleshooting guide.

How to reconnect or update your bank feed access. See the steps to refresh or reauthorise feeds.

VAT and Compliance

Understand and process VAT returns, reports, and payments in Sage Accounting.

For key concepts and compliance requirements, see the VAT Overview.

How to generate and submit VAT returns, see the Vat Returns and Reports guide.

You can access detailed VAT transaction reports go to our VAT Reports guide.

Record payments to or refunds from tax authorities. See the processing VAT payments and refunds guide.

Generate the official VAT 201 report for submission. Follow the steps in the VAT 201 Calculation Report guide.

Customer and Supplier Processing

Match customer payments to invoices. Follow the steps for allocating customer transactions manually.

Link supplier payments to bills. See our allocating supplier payments manually guide.

Connect invoices to the originating documents. Follow the steps on how to link a Tax Invoice to a Quote or Sales Order.

Reporting

View all account entries in detail. See How to view the general ledger (Account Transactions) report?

Track income and expenses over time. See How do I view the Profit and Loss (Income Statement) report?

Print balances of all accounts for reconciliation. Follow the steps on how to print your Trial Balance report.

Review assets, liabilities, and equity. Follow the steps on printing your Balance Sheet report guide.

Monitor overdue customer accounts. Follow the steps on printing your customer days outstanding (Age analysis) report guide.