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What's new in Sage Accounting?

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A full list of new features and improvements made to Sage Accounting.


What's new 2023


Export all records

Easily share data with others using the Export all option

Quickly export customer, supplier, product, or service records. Each export contains all fields for all records except the Analysis Types.

Simply select Export all from the New menu on relevant list.

The export file may take a few minutes to create. Check for a notification on the toolbar to tell you when the file is ready.

Reorder lines on sales invoices

Ever needed to add a line or change the order of the lines on sales invoices?

Check out the new reorder lines option on sales invoices. This makes it quick and easy to display your lines correctly.

Just choose the new Reorder lines link, save your invoice, then drag and drop the lines to the order you need.

For we save new invoices as a draft first. Once you've finished, make sure you clear the Save as draft check box ready to send the invoice to your customer.

Create refunds from bank feeds

To speed up the processing of new transactions from bank feeds you can now choose to create a refund.

When you choose the Create a refund link , you can

  • Select income ledger accounts, and add a customer (if required), for money out transactions
  • Select expense ledger accounts, and add a supplier (if required), for money in transactions


Search, sort, and filter recurring invoices

Quickly find your recurring invoices with search, sort, and filter options. These are now on the Recurring invoice list.

You can now

  • Filter by status such as Finished or Paused
  • Search by contact, reference or amount
  • Sort the recurring invoice list by contact, reference, last or next invoice date, end date, frequency, or amount. Click a column heading to sort the column in ascending or descending order
  • Show or hide columns using Configure Columns
  • Use the action toolbar at the top of the list, to pause and resume, delete, or copy recurring invoices. Use the checkboxes to select the required invoices


Calendar monthly ageing

You can now choose to age your transactions by calendar month rather than just days.

Transactions show on Aged Debtors and Aged Creditors reports based on the month of the invoice date.

For example, if today's date is 10 July, invoices dated in July show in the Current column. Invoices dated in June would show in the 1 Month column.

Read more about the Aged Debtors report

Ream more about the Aged Creditors report

Import stock adjustments

In improvements to our import functionality, we have extended the import to include stock adjustment transactions.

This is useful if you have a large number of stock adjustments to do at once.

Read more about importing stock adjustments

Bulk importing made easier

We've made it even easier to import new records by extending the fields available.

We've extended the import functionality to include

Analysis types

Import analysis types for customers, suppliers, and products and services.

Use analysis types to group records together for enhanced reporting and analysis. Whether you need to analyse sales performance by region, track project profitability by department, or monitor expenses by category.

Before importing, make sure you have already created all your analysis types. Also make them Active for the type of record you are importing. An analysis type must be Active for customers before you can import customer records.


Include categories when importing product and service records.

Categories are great way to group similar products and services together. This enables more efficient stock management, analysis and reporting.

Before importing, make sure you have already created your categories and sub-categories. The text in the CSV file should exactly matche the name of the category or sub-category.

Active and Inactive records
Choose to mark records as Active or Inactive. This helps you keep your lists manageable whilst also keeping track of records that you no longer need on daily basis.


Hide contact names on invoices

We've now made it easier to hide the contact name on documents such as invoices and credit notes.

Currently, when the Main contact name is the same as business name, it prints on your invoices twice.

To prevent this, simply choose to hide the contact name from all documents.

From Business Settings, then Document Preferences, clear the Show contact name check box.


Create transactions from an email with Purchase Automation

Instead of uploading documents or images, you can create transactions from email attachments. Forward an email with a supplier invoice or receipt to a provided email address. From there, Accounting will automatically create a corresponding draft transaction for your review.

This saves you the time of having to sign in to Accounting and upload documents or images.

Learn more about Purchase Automation

location of email address option


Automate data entry with Purchase Automation

Purchase Automation to automatically creates purchase transactions from documents and images you upload. You can create up to 25 transactions at once, saving you time and reducing the risk of errors.

upload invoice window