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BENEFITS OF SAGE ONE
Your data is safer in the cloud than on your desktop/laptop or internal servers
Your data is stored in the cloud and is subject to far more rigorous security than your internal servers. Sage One
uses 256-bit encryption on your data. That is the same level of security as your online bank. Just think of all the
risks you are exposed to when you just store data on your desktop. Do you always lock your computer when youstep away for two seconds? Do you have a strong password? What if your laptop is stolen or your hard drivecrashes? In all those cases it is much safer to have your data backed up on the cloud. In short, Sage One is supersafe.
Accessible anywhere, at any time, on any device – for you and for your accountant
As long as you have an internet connection, you can log into Sage One. This means that no ma er where you are, you can use any device with an internet browser to
access Sage One whether it’s on a friends computer or on your tablet or laptop. Just open your browser, and log in.
In Sage One, you can invite other users too, like your accountant. Your accountant can log in at any time, whether you are processing or not and can do what he
needs to, making sure that you always have up to date and accurate information at all times. The best part is that both of you can be logged in at the same time
having productive discussions about your business whilst looking at the same information.
Sage One has a Mobile app – fabulous for ge ing stuff done on the run
The Sage One apps are available for Android and iOs devices.
Send Quotes and Invoices directly to your customers. Log on from wherever you are to view customer information and record notes
(which will automatically display in your To Do’s on the Dashboard).
Search for customers and contact them straight from your iPhone, using your standard phone or email applications. Find your way to your
customer’s offices using the map links. Process quotes and invoices, or convert quotes to invoices, and email these to your customer before you leave their offices.
Never lose a receipt again. Use your phone to take a photo, enter your expense details and update your Sage One bank account in seconds!
See your data in graphs and understandable displays
The Sage One dashboards are great for those of you who don’t want to have to read through the usual text style
reports to understand what’s going on in your business.
The dashboard is customisable, so you can select the important displays you want to see when you log into Sage
One. Some of the frequently used ones are: the bank balance, a graph displaying the value of outstanding
payments from your customers, outstanding quotes, your top customers. There are over 20 different displays!
Get to where you need to go quickly!
Sage One has been designed to help you easily navigate between tasks. Most accounting so ware vendors like to
say that their product is easy to use, so instead of making the same statement, we’re going to give you some great
examples!
In any business, it’s important to manage your customers, and there are different elements to managing them -
from quoting and tracking those quotes, to invoicing, and collecting payment.
In Sage One, from one place, you are able to see a list of all quotes, and as your clients give you feedback, you can
quickly assign a status to each quote – Accepted or Declined. From this same page, you can also quickly link the
quote to an invoice meaning there’s no retyping of lines. You may just want to email the quote to the customer
again and this too can be done from this one central place.
Over time, you’ll start using the column headings on this page to sort the information. For example, if you sort on
status of quotes, you can then see all declined quotes - and then click in to see what these quotes entailed to
identify any trends. These quick links have been designed to help you gain important insight into your business.
Once you receive payment from your customer, you can receipt this payment through your bank, or directly from
your invoice screen, or even choose to use standard menu options.
There’s lots of quick links in Sage One for various activities, but through clever design, these pages are not
clu ered - they’re clear and understandable and help you get the job done quickly!
Say goodbye to manual bank reconciliations and hello to a healthy cash flow!
Turn hours of data entry into minutes of data review!
Use the bank feeds, together with a payment gateway on your customer invoices!
Imagine teaching Sage One to recognise that a transaction that comes through every month, should automatically be allocated to the right account?
You can teach Sage One to recognise references and over time, you can halve the number of manual allocations you need to do.
If you use automatic bank feeds, it also means that you never have to capture lines into your cashbook.
Sage One can link into your internet banking and to feed your statement straight into your cashbook, and if you’ve started
coding Sage One to recognise references, they’ll also automatically be allocated.
Take it a step further by allowing your customers to pay you electronically from a link on their invoice using our Sage Pay service.
If you do this, then when you bring in the Sage Pay banking lines, those customer payments will automatically be allocated to the right customer, and to the right invoice.
And, if you collect your money with this method, you can use the balance in your Sage Pay account to pay your suppliers using our secure Sage Pay batch payments.
Paying your Suppliers automatically through Sage Pay also auto allocates the payments to the relevant and correct invoices.
There are many examples of fantastic tools we haven’t discussed, but just one more example, and the rest is up to you to find whilst exploring Sage One.
The Customer Zone
You can enable a customer zone for your customers. When you invoice them, they will be directed to their very
own zone where they can see all invoices, paid or unpaid, run a statement, update their details, and most importantly, easily select which invoices they want to pay.
They can then use our payment gateway to make the payment, instead of having to log into their own internet banking and creating you as a beneficiary.