Summary
Description
Add users and more features as your business grows. Simply upgrade to Accounting Standard or Accounting Plus to add more users, track your purchase invoices and keep track of your products and services and much more.
Resolution
Add users for new hires
Part of your business’ growth may include the hiring of additional employees. For example, you may hire sales clerks and a bookkeeper or accountant. With Accounting Standard or Accounting Plus, you can add as many users as you like.
Different users may require different access rights. You may not want a sales clerk to access your banking details, but this may be necessary for your bookkeeper. Select from several predefined roles to make assigning user access rights quick and easy. Create custom roles from scratch or use a predefined role as a template.
Understand premium features
In addition to more users, premium features are available when you upgrade your subscription. These features are fully integrated—no need to buy add-on modules or install anything.
Say goodbye to bulky spreadsheets
Let Accounting Standard and Accounting Plus help streamline your business processes.
- Purchases
Keep track of your supplier purchases in the same place as where you enter your customer sales. This gives you a more holistic view of your business activity.
The purchase invoices and credit notes are automatically reflected in your bank accounts and posted to your nominal accounts.
Take full advantage of our reports to gain insights into the financial health of your business. - Products and Services
Manage the products and services your business buys and sells.
Use records for your products and services and add them for fast invoice entry and automatic posting.
Keep your prices up to date.
Be consistent with your product descriptions. - Stock items
Upgrade to Accounting Plus to keep track of stock items.
Keep track of what you buy and sell (in and out) quantities, costs, and other details such as storage location.
Automatically adjust quantities as you buy and sell stock items.
Be alerted when quantities get low so you never have to worry about running out of stock again.
Get deeper reporting to help you monitor quantities and values.
Doing business in other countries
Create invoices and other transactions in the currency of your customer’s home country with multi-currency invoicing and banking.
Understand your subscription options
With three subscription options available, there's no need to pay for functionality you don’t need. Here’s a feature comparison of the subscriptions:
Feature | Accounting Start | Accounting Standard | Accounting Plus |
---|---|---|---|
Sales invoicing | X | X | X |
Take card and online payments | X | X | X |
Track what you’re owed | X | X | X |
Connect your bank | X | X | X |
Reports and insight | X | X | X |
Take care of VAT | X | X | X |
Cash flow statement | X | X | X |
Mobile app | X | X | X |
Correct transactions (find & recode) | X | X | X |
Multi-user | X | X | |
Cash flow forecasts | X | X | |
Quotes and estimates | X | X | |
Purchase invoices | X | X | |
Sell products and services | X | X | |
Analysis types | X | X | |
Pro-forma invoices | X | X | |
Statements | X | X | |
Remittance advice | X | X | |
Credit notes | X | X | |
Delivery notes | X | X | |
Stock items | X | ||
Multi-currency invoicing and banking | X |
Upgrade your subscription
When you're ready to move on, simply upgrade your subscription. No matter which subscription you have, you can also visit the Sage Marketplace to browse a variety of apps that will expand the functionality of your subscription.
NOTE: Note: Once you've upgraded your subscription, you cannot downgrade it. For example, if you upgrade from Accounting Start to Accounting Plus, you will not be able to go back to using Accounting Start.
Where to find new features
After upgrading, some features are available immediately while others you have to turn on. Here's where to find them:
- Purchases, Products and Services. You'll have new selections on the main navigation bar
- Stock items. Go to Products and Services, select New Item and then Stock. Later, you can go to Reporting, Stock Movements to access that report
- Multi-currency invoicing and banking. Go to Settings, then Business Settings, and then select Currencies in the Financial Settings section. Select Enable foreign currency transactions to turn on the feature