Upgrade from Sage Instant Accounts v15

Transcription

1 Upgrade from Sage Instant Accounts v15

2 Sage Instant Accounts 2014 is the market-leading software that puts you in control of your cashflow. Whether you re dealing with quotes and invoices, customers or VAT, it talks your language and shows you what you need to know in an instant. Quicker and easier to do everyday tasks Save time by creating quotes and invoices from your product list Select multiple items and add them in one click to a quote or invoice. No need to spend time adding items line by line Record cash sales to speed up selling your stock* It only takes one click to record a cash sale whilst updating stock levels. The software automatically records the payment from your customer and marks the invoice as paid, so there s no need to repeat the process Quick search Find what you re looking for fast. Explore large data sets without the need to build queries, so you save time Quick print The new quick print option means you can set default layouts and printers for your invoices, quotations and statements. So you ll know you re always using the correct layouts, using your time productively Easy to get set up and running Set up your software to match your business structure, quickly, easily and in one place A wizard explains the different settings and how each will affect your business, so you have peace of mind that you re starting off on the right setup NEW - Easy and straightforward VAT When you re running a business, you ve got enough to think about without having to be a VAT expert as well. Sage Instant Accounts 2014 will show you how and guide you through the process of calculating, verifying and submitting your VAT return to HM Revenue & Customs. It s your one-stop to guide you through the process and help you avoid making mistakes. Helping you get your VAT admin done quickly and easily, so you can focus on your business. Clear and logical screens guide you through the VAT process See when each stage is complete, giving you the reassurance that everything s done and your business complies with legislation Logical approach to month and year end This is broken down into a series of simple steps with guides and explanations NEW - Show me how Gives you the confidence that you are entering and processing transactions correctly for your VAT scheme NEW - VAT verifier Check your return before submitting to HMRC. Gives you the confidence that it contains all the transactions for the VAT period you re submitting for Lock date Set a Lock date to restrict users from posting. You ll be warned or prevented from posting into periods where month end has been run and accounts produced, so you re more likely to get your accounts right first time and will experience fewer date errors Flat Rate VAT scheme Set up your business on the Flat Rate scheme. It s easy to set up, simple to use and will save you valuable time spent calculating your Flat Rate VAT returns and submitting them to HMRC You can also: Save time submit your return in just three clicks Keep a record of your returns and submissions receipts automatically stored alongside your VAT returns Send payment instructions to your bank to pay HMRC directly from your software via e-banking NEW - Manage your stock If you make money through selling products, then knowing how much stock you have and what it s worth is an important part of managing your cash flow. Sage Instant Accounts 2014 gives you greater control over your stock so you can manage it efficiently. Remove products/services that you no longer sell from your product list so your stock list only shows items currently on sale Easily calculate the value of your stock with the opening and closing stock wizard. This means your financial reports show an accurate stock value* Import stock take from Excel/CSV files to ensure that stock levels in Sage Instant Accounts 2014 match what you actually have*

3 NEW - Foreign Trading made easy For businesses trading outside of the UK and Ireland, dealing with foreign currencies can make your accounts more complicated. With Sage Instant Accounts 2014 you can keep all the information you need to manage foreign trading in one place. So you can stay compliant with legislation for trading abroad, and manage changing exchange rates. All the information you need to manage foreign trading in one place including sales, purchases and invoices Stay on top of tax legislation for trading abroad Manage fluctuating exchange rates Reconcile multiple currencies in your accounts Reports that are easy to understand, fast to run and simple to adapt to your needs The new report browser gives you: Detailed descriptions of each report, telling you what s included A preview of each report so you can check it s the right one before you open or run it The ability to filter reports, so you only see the ones you re interested in A simple way to add reports to your favourites, so you can find them fast every time Action buttons to open or export reports quickly, rather than clicking in several places An indicator to show a report is running We ve also continued to improve software performance, so you can generate and run reports more quickly too. Professional looking reports and invoices that match your business Simpler and clearer to make changes like adding your business logo, image, or changing fonts, so you can produce reports and invoices that reflect your business Save time by setting up style formatting for your reports Reports that compare my business performance against previous years and budgets See comparative profit and loss details, showing figures for your budget and allowing you to compare with the previous year, all on one single report No need to run several reports to make comparisons year on year NEW - Stay connected Sage Instant Accounts 2014 helps your business run smoother and faster, by keeping you connected from within your software, saving you time and effort. It makes payments easy, so you keep your cash flow healthy. It helps you build good relationships with suppliers by paying accurately and on time. And it puts the information you need about legislation changes and support from Sage right at your fingertips. Give customers more payment options receive debit/credit card payments through SagePay Receive the money in your bank account and add the payment details to Sage Instant Accounts in one click Pay suppliers for goods and services by producing a payment file that links to your e-banking service Get live messages from Sage about changes to legislation plus information on our support services and the best way to contact us Easier to your customers Save time, postage costs and promote quick payments by using Select from the pre-set options to set up and start using your provider Microsoft Outlook, Gmail, Hotmail, Yahoo or another provider Choose your settings and layout and apply to all future documents Send invoices, statements and letters to your customers quickly and easily Easier to export information to Microsoft Excel The export to Excel button appears over 100 times - making it easy and obvious how to export information to a spreadsheet and giving you the flexibility you need. Export data directly, without having to spend time manipulating spreadsheets to match things up. Clear and up to date help when you need it Brand new look and feel to Sage Help easy to find in just one click from any screen Help topics are now stored online making it easier to keep them updated Improved search, so topics are easier to find See what you need to do, with a range of how to videos We ve also updated over 1,000 buttons and labels removing abbreviations and making sure the words used are consistent and easy to understand.

4 What else is new since your version of Sage Instant Accounts? Working with customers Integrate Sage Instant Accounts with online sales Automatically download online sales information using Sage Pay**.There s no longer any need to manually enter information for every online sale. Data on customer accounts, sales invoices and bank receipts is instantly stored. As well as increased efficiency, this new integration ability improves security and accuracy. Pay Now option with Sage Pay** To help you get your cash more quickly, there s a new pay now option that you can add to your electronic invoices. This allows your customers to make credit/ debit card payments online instantly from invoice through Sage Pay. Refunds are really straightforward too as you can put a payment or credit directly back onto a card. Creating a credit note from an invoice You can automatically create a credit note from within an invoice. This creates the credit with exactly the same details as the invoice. This saves time and reduces the risk of errors. Working with stock Barcode generation and printing* Barcodes provide an easy way to track and trace products and documents, create accurate pick lists or speed up stock takes. You can also use them on delivery notes so your customers can check they ve received everything they ve ordered. That s why we ve added the ability to turn any text into a barcode ready for printing to Sage Instant Accounts Working with the bank Better bank reconciliation The improved and more flexible bank reconciliation feature significantly increases efficiency. For the first time, you can enter adjustments for customer receipts and supplier payments without leaving the bank reconciliation area. As well as this, a new report function enables you to save time with your bank reconciliation process. Simplify takings with Cash Register The new cash register feature makes it even easier for you to account for your money. Simply import or print off and enter your figures at the end of the day to make sure your accounts are correct before banking the cash. You can record any discrepancies and account for your floats too. General features: Support home page A new screen which contains all the information you might need as part of a support call or . So, if you contact us, we can answer your questions more quickly. Sage Services toolbar Take full advantage of all your SageCover Services without opening a separate browser, making it quicker to access new Sage software downloads and to update your Sage Account details. Improved user experience Software that s even simpler to use gives you a clear head start when it comes to taking care of your business. Improved navigation makes accessing data more straightforward, while new prompts and options make for more intuitive financial management. Get data into your accounts easily There s a new wizard to help you import information from different sources, including Microsoft Excel. Match the fields in your data to the fields in your Sage Instant Accounts and once you ve done that the first time, you can save your settings and import it the same way every time. Easy to upgrade You can seamlessly transfer all of your settings, favourite links and report layouts. Making the whole process more straightforward and ensuring you can start from where you left off.

5 Find out more To find out more speak to your Accountant Sage (UK) Limited JJ 11/13 Paper from well managed forests * Available in Sage Instant Accounts Plus only ** Additional charges apply Additional charges apply, find out more