Using the mobile app

If you are always on the go, manage your accounts outside of the office with our mobile app. Changes you make on your mobile device are automatically updated in the web application.

• The mobile app is free to download from our website or the IOS or Android app stores
• Use your existing Sage account to sign in

Quickly create records for customers and suppliers from the contact details held on your phone. contact.

Simply choose which contacts to import and whether they're customers or suppliers.

1. From the Overview, choose View All from the Contacts section.
2. Select the plus button at the bottom of the screen.
3. Choose Import from phone.
4. Once imported, edit the contact and enter Business Details such as VAT registration number or payment and credit terms.

Create sales invoices

1. From the Overview, choose New Invoice from the Sales section.
2. Select a customer then choose ADD ITEM.
3. Add a description, price and ledger account or select an existing product or service and SAVE.

4. Next select the Quote or Invoice date and set the Expiry/Due Date.
5. Add any Notes you want.
6. Write your Terms & Conditions.
7. Click Save in the top right-hand corner.

Capture images to attach to receipts and payments

1. Select Receipts and Payments.
2. Choose Other Receipt.
3. Fill in the receipt details.
4. Select Add Attachment.
5. Select Add Image.
6. Select Camera.
7. Take a picture of the receipt to attach the image to the transaction.
8. Tap Save in the top right-hand corner.

Record money in or money out

1. Choose Payments and Receipts, then Money In or Money Out.
2. Enter the Details, Amount, VAT rate and category.
3. If the money received needs to be split over multiple ledger accounts, choose ADD LINE. 
   Enter the details and amount and Save.
4. Add an attachment such as a photo of the receipt if needed.
5. Choose Save in the top right-hand corner.

Transfer between bank accounts

1. Choose Payments and Receipts, then Transfer.
2. Enter the amount.
3. Choose the bank accounts the pay money is Paid from and Paid into.
4. Choose Save in the top right-hand corner.

Manage your profile

1. Choose Profile.
2. Choose EDIT from the top right corner.
3. Update your email address, address and telephone numbers. You cannot change your business here.

Sign out

1. From Settings, choose to Sign Out.
2. Confirm you want to sign out.

• System requirements