Sage Online Solutions. Safe and simple online accounting and payroll for accountants and bookkeepers

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1 Safe and simple online accounting and payroll for accountants and bookkeepers

2 Overview Times are changing. Like the way we do our weekly food shop or research the latest gadget, more and more people are going online to manage their company s finances. In turn, many of your clients will be looking towards an online solution and are likely to come to you, their accountant, for advice. Sage has a number of solutions available for small, medium and large businesses. Sage s online solutions combine the trust of 30 years experience in developing software with our expertise in innovation. Right from the start we ve listened to the people using our solutions. Working closely with accountants and small businesses, we ve developed a service that does what you ve told us it needs to do, not just what we thought it should. 2

3 We think of ourselves as being a very modern practice and are always keen to embrace new technologies that can make life easier for everyone. Making clients aware of what is out there and helping them navigate change is part of our responsibility to them. So when we heard about Sage One we were keen to try it out, so much so that we actually signed up the day it launched. Paul Donno, 1 Accounts Online 3

4 Overview Sage One Overview Sage One is our online accounting and payroll service designed to help you work more closely with your clients. It helps your clients record their accounts information, payroll and cashflow online, without any need for accounts or payroll expertise. Sage One then allows you secure access to that data in real time, so you can work on your clients accounts and payroll at any time, and in any place. Sage One provides: An online solution for small businesses for accounts and payroll Online access you and your clients can use Sage One from anywhere with internet access No need to install it s all online, so you re always automatically using the latest version Unlimited usage no limits on how many transactions you and your clients can process 24/7 telephone support that s all day, every day, whenever you and your clients need our help Sage One Bank Feeds 4

5 In the current economic climate, more and more of the businesses we work with are looking for positive ways to cut costs and work more efficiently. By recommending the right software we help them achieve that. Francis Kelly, Langdowns DFK 5

6 Sage One Sage One Cashbook This is a simple online cashbook aimed at sole traders and cash-based businesses. This service allows your clients to record what s coming in and going out of their business but doesn t need any accounts expertise. Sage One Cashbook is a simple online service designed to help your clients record money going in and coming out of their business. It s ideal for cash-based businesses and sole traders. Keeping things simple Chances are your clients didn t get into business to wrestle with their accounts. So let them get on with what they do best and let Sage One help them and you keep the necessary records in order. No more shoeboxes full of receipts and invoices; just a simple way for your clients to record all the money coming and going from their business. And using the information recorded in Sage One Cashbook you can easily prepare things like bank reconciliations, VAT returns, Self- Assessment and year-end accounts for your clients. With no software to download or update, it s instantly available online. So when things change, like the VAT rate, for example, we make the changes so you don t have to. And it s supported 24 hours a day, 7 days a week. A simple way to keep track of accounts for cash-based businesses Includes tools to record customer and supplier contacts Provides an instant snapshot of business income, expenses and profit Online service that s automatically updated 24/7 telephone support Sage One Bank Feeds To support your online growth, we are providing Sage One Accountant Edition users with 50 x Sage One Cashbook free of charge*. * For full T&Cs please visit Sage-exchange.co.uk 6

7 Sage One Accounting Sage One Accounting is the market leading online accounting service that has the essential bookkeeping capabilities key to the running of any small business. Intuitively designed to keep your clients on track and prevent errors, it gives you and your client s access to their online accounts from anywhere, anytime. With Sage One Accounting, your clients can get up and running in minutes with our new Quick Start functionality. They can then take care of daily tasks such as quotes, invoicing and expenses, and call on you to login to their data in real time whenever they have a question. By recording simple financial information in Sage One Accounting, it s easy for your clients to build up a picture of their business finances. Also, we know that cash flow is critical for any business. Not only does Sage One Accounting provide an accurate and up to date picture of business in real time, but it also allows your clients to forecast their future cash flow status and plan ahead. Behind all the simplicity of Sage One is a true double-entry online accounting software solution. With easy access to the information you need, you ll love it as much as your clients do. Features of Sage One Accounting include: Easy Invoicing quotes and invoices are simple to create and can be easily customised; they can even be created on the go via the free mobile app Quick Entries sales and purchase transactions can be entered or imported in bulk, freeing up valuable time Bank integration no more importing or manual processing; your client simply links their online bank account to Sage One to update accounting records automatically Over 20 downloadable reports for easy in-depth analysis Live dashboard overviews of your clients Sales, Purchases and Cash flow Simple VAT compliance your clients can create and submit VAT returns online Unlimited role-defined access for multiple users Easy international trading multi-currency and VAT MOSS compliance for selling to EU customers Business analysis for clients with departments, cost codes or projects, you can create analysis types to report in more detail E-invoicing and online payments through the Sage Pay add-on (further charge applies) For just 10 per month + VAT for your clients 7

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9 Section Sage One 1 Sage One Payroll Sage One Payroll is a simple, online payroll solution which is ideal for your small business clients who are based in the UK that would like more control over their payroll processes, but don t necessarily have experience of payroll or time for training. The intuitive design of the service makes it easy to use. Your clients can use Sage One Payroll even if they don t have any previous experience of using payroll software. Printing payslips becomes effortless with Sage One Payroll. Stay up to date With Sage One Payroll your clients will never have anything to install, and because it s online you and your clients don t have to worry about legislation updates either. For example, if there s a change to the minimum wage, we update things, so their payroll is always up to date. That means your clients are always compliant. The benefits of Sage One Payroll Makes it easy for your clients to process their weekly and monthly pay runs in 4 easy steps. Sage One guides them through the process. Automatically calculates payments and deductions, such as tax and National Insurance, so they know they re paying the right rates. Managing their employees couldn t be easier. Record details of staff sickness, maternity or paternity absence. Take the hassle out of Payroll Year End submissions. With Sage One Payroll, your clients can run reports to check employees pay history details before they create files to submit to HMRC. Seemlessly integrates with Sage One Cashbook and Accounts Clients can invite you, as their Sage One accountant, to access their data. 24/7 telephone support Automatic Enrolment To support your online growth, we are providing Sage One Accountant Edition users with 10 x Sage One Payroll 5 free of charge*. * For full T&Cs please visit Sage-exchange.co.uk 9

10 Section 1 The best thing about Sage One is it s simple. It gives you everything you need, there is nothing in there you don t need. It s saved us loads of time working out our figures. It s easy to understand so you don t need any training. Naomi Watson, E Watson & Sons 10 10

11 Section Sage One 1 Sage One Accountant Edition Access to client data when you need it It s Friday afternoon, the last working day to submit your client s VAT return and they haven t sent you their usual batch of receipts and invoices. You can t get hold of them. What are you going to do? With Sage One Accountant Edition, this kind of problem is soon resolved. Any information your client has entered in Sage One is instantly available for you to work on online. The data s secure, so only those authorised can view and amend it. And because your client s data is available online at any time, it should mean fewer surprises when you need to help them with things like bank reconciliation or VAT returns. A service for you and your clients With Sage One, your clients get a simple service that lets them record their business accounts. Meaning no more piles of loose invoices and receipts for you to work through. And to keep things even easier, we deliberately steer clear of presenting things like nominal code numbers, assets and liabilities to your clients. Instead, the Accountant Edition gives you additional tools so that you can customise nominal codes and tailor your client s chart of accounts so that it makes sense for them. Journals need proficient accounting knowledge; so we keep this feature just for you in the Accountant Edition along with functionality to: Access your clients data in real time, online any time Customise information to suit your clients Perform accounting tasks which require more detailed knowledge for your clients Easy export of trial balance data into Sage accounts production software Aged Debtors/Creditors report Ideal for your practice if you or your clients do business online 11

12 Section 1 Key features of Sage One Accountant Edition: View clients that you are connected to and the products that they are subscribed to. Trial Sage One Accounting and Sage One Cashbook using demo data Invite clients to join Sage One simply and directly via the application Pay for clients directly and discretely via the application using Direct Debit View a client level dashboard presenting high level view of financial position with regards to the services that they are subscribed to Run Financial Reports on clients quickly via the Dashboard and export data to csv and / or PDF formats Aged Debtors Aged Creditors Profit and Loss Balance Sheet Trial Balance Export Trial Balance data in format specific to Sage Accounts Production and Sage Accounts Production Advanced Access clients application as the client and work on the applications as they would see it. Access clients Sage One Accounting application as an Accountant providing additional functionality of Journals Ability to edit the client s Chart of Accounts Collaborate to work even more closely with your clients Sage One now features collaborate which makes it even easier to share data with your clients in a highly secure online environment. Helping you offer your advice and expertise based on up to the minute information. Ask your clients for information Monitor the progress of transactions Share files with your clients in a secure online environment Get notified of actions 12

13 For further information about Sage Accountants Division please visit sage-exchange.com Telephone exchange@sage.com Twitter If you d like this information in an alternative format, call Customer Care on or access@sage.com so we can consider your request. Sage (UK) Limited, North Park, Newcastle upon Tyne, NE13 9AA Sage (UK) Limited /15 Paper from well managed forests