What's new
May 2023
Prospect list
To make it easier to manage your prospective clients, we've introduced a Prospect list. This is the perfect complement to the client and contact lists you're already familiar with.
You can add and view prospects from the list, and use simple searching to find them in a longer list.
Prospects can now also be added to clients through relationships which gives you quick access between clients and their related prospects.
Convert a prospect to a client
To accompany the new prospect list, we've made it easy to convert a prospect into a client. You'll need to do this if you want to add subscriptions like Sage Accounting to them.
In Client Management:
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Clients are defined as individuals or organisations that you do work for. You can add subscriptions like Sage Accounting to a client. Select the Clients tab to view the client list.
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Contacts are quick references that include basic details like phone numbers and addresses. You cannot add subscriptions to a contact. Select the Contacts tab to view the contact list.
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Prospects are prospective clients that you are looking to do work for. You cannot add subscriptions to a prospect. Select the Prospects tab to view the prospect list.
Easily access key reports
Get quick access to key financial reports for your clients from the client record.
Open the client record, then launch a report from the Products tile.
April 2023
Sage Accounting Individual has arrived!
Empower your self employed clients to get on top of their taxes with Accounting Individual.
New free and paid plans available when you add a product to your sole trade organisations.
- Simplifies digital record keeping.
- Helps your clients take the worry out of Self Assessment.
- Will help reduce the workload for January Self Assessment submissions.
Learn more from the Accounting Individual help site (opens in a new tab)
March 2023
Import clients
Import your clients in bulk from an Excel or CSV file directly into Client Management.
February 2023
Invite accountant
If your client is paying for their own subscription, they can invite you to that subscription so you can collaborate.
Products and subscriptions
We've created a new space to view your product subscriptions.
After opening a client, you'll now have an Overview tab and a Products tab.
You'll still be able to access all the subscriptions where you are paying directly from the Overview tab. All other subscriptions, for example, ones where your clients are paying for their own subscriptions, will be available on the Products tab.
Changes to security roles
Users assigned the Administrator role can now access Manage users. This allows them to add, delete, and edit user security permissions.
We've also created a new role called User Administrator. This will allow anyone assigned the role to access Manage users. They will be able to add, delete, and edit users but will not have full access to Client Management.
Select Profile from the upper right-hand corner and then Manage users to access your list of users and their assigned roles.
Add clients and contacts
We've simplified adding clients and contacts. You still start the process in the usual way by selecting Add client or Add contact from the Clients list or Contacts list respectively, but a simple wizard helps you complete the process.
November 2022
Client record visual updates
We've refreshed the client record screen. When you next open a client, you'll see the following changes.
Client folder when viewing a client
With a client open, you'll notice we've removed the navigation panel which used to list the other clients in the current folder.
We've replaced this with a navigation sidebar. Open this by selecting the client folder button, then select View to switch to another client.
Tags
Tags are a way to group and organise clients within Sage for Accountants.
We've moved the option to add tags to the top of the client record.
Find out how to add tags to your clients
Subscriptions
We've moved the Subscriptions tile to the top of the right-hand column to give you quicker access to your client's subscriptions.
Find out how to add subscriptions to your clients
Client actions
We've moved some options to the Client actions menu in the client record.
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Move to another folder
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Delete client
October 2022
Contacts list
To make it easier to find your contacts in one place, we've introduced a Contacts list. This is the perfect complement to the clients list you're already familiar with.
You can add and view contacts from the list, and use simple searching to find them in a longer list.
Contacts can now also be added to clients through relationships which gives you quick access between clients and their related contacts.
Convert a contact to a client
To accompany the new contacts list, we've made it easier to convert a contact into a client. You'll need to do this if you want to add subscriptions like Sage Accounting to them.
In Client Management:
-
Clients are defined as individuals or organisations that you do work for. You can add subscriptions like Sage Accounting to a client. Select the Clients tab to view the client list.
-
Contacts are quick references that include basic details like phone numbers and addresses. You cannot add subscriptions to a contact. Select the Contacts tab to view the contact list.
Internal code / reference
We've added an Internal code / reference field to your clients.
You'll see this on the client list and when you select a client to work on as part of the Basic details section.
To fill this in for an existing client, select the client on the client list, then choose Edit details.
Move clients between folders
You can now move organisations and individuals from one client folder to another.
To start the process, select the client to move on the client list, then choose Move client to another folder.
Relationships in Client Management
Create connections between clients, inferring relationships & hierarchies between them. This will help you find related contacts and clients easily.
Activity log
This tool gives you an audit trail of changes made by people in your practice – whether that’s updating document statuses, deleting old or redundant data, and more.
August 2022
Mention colleagues in comments
You can notify other users in your practice by typing an @ before their name when writing a comment.
The user who has been mentioned in this way, will receive a notification that will take them directly to the comment.
This is a great way to keep your colleagues updated on the work you're doing for your clients.
July 2022
Give feedback
Give us feedback on what you like and dislike about your experience within Client Management, all your feedback helps improve our product for you.
Manage user roles
Now you can create a new role, copy a template of a previous role and its permissions, and view those assigned roles within your practice.
Find out more about managing user roles
April 2022
Add client
When adding a client, a client folder is automatically added for you based on the name of the client you're adding. You can change this later.
This will help speed up the process of creating clients.
March 2022
Tags are a way to group and organise clients within Sage for Accountants.
For example, you could create a tag for late payers and assign it to a selection of clients. You’d be able to see on the client list a visual indicator of your late paying clients.
November 2021
The Add client button now replaces New folder. This makes it clearer to our users what the action will be (i.e. you're about to create a client, rather than add a folder with the client's details).
Find out more about the Add client feature
Removed table fields
We removed the Internal ref, Type, Phone and Email fields and replaced them with just Client folder, and Subscriptions. This should make it easier to scan through whilst still having the option to filter by these criteria when searching.
October 2021
Hide clients
We added a new feature to the Client list, Hide client. This feature allows you to edit what clients are visible. This does not delete the client's data.
This feature will help if you have too many clients showing or want to hide a client you don't currently need.
Find out more about the Hide client feature
Delete folder
The 12th October update brought the updated delete feature of Deleting folders.
Being able to delete a folder gives you the option to delete larger amounts of data in a single step. You can't delete a folder with clients with active subscriptions.