Using the mobile app

If you are always on the go, you might not have time to get back to the office to check your accounts. The Accounting mobile application makes it quick and easy for you to manage your accounts outside of the office. Changes you make on your mobile device are automatically updated in Accounting.

The application is free to download. Use your existing Sage account to sign in or if needed, create a new account. For more information and a list of supported devices, please visit our website.

Create a Quote or Invoice

  1. Click the Plus button and then click either Quote or Invoice.
  2. Click Add Contact, then do one of the following:

    3. Select an existing customer or create new customer by filling in the following:

    Name Enter a contact name.
    Business Name Enter the business name.
    Phone Add a contact number for the customer.
    Email Address Add contact email address for the customer.
  3. Click Save in the top right hand corner.

    4. ITEMS

    Add an item by selecting an existing product or service or fill out the following for a new item:

    Description Enter item description.
    Units Enter the quantity.
    Net amount Enter the net amount.
    Category Select a Category.
    Tax Select the tax rate.
    Discounts If Required.

  4. Click Save in the top right hand corner.
  5. Next select the quote or invoice date and set the Expiry/Due Date.
  6. Add notes, if needed.
  7. Write your Terms & Conditions.
  8. Click Save in the top right hand corner.

Recording Money In or Money Out

  1. Select Money In or Money Out.
  2. Record the amount.

    3. TRANSACTION DETAILS

    Fill in the following:

    Transaction title Enter title.
    Tax Select the tax rate.
    Category Select a category for this transaction.
    To / From Select a bank account.
    Transaction date Enter transaction date.

    CONTACT

    Select an existing customer or create a new customer by filling in the following:

    Name Enter a contact name.
    Business Name Enter the business name.
    Phone Add a contact number for the customer.
    Email Address Add contact email address for the customer.

    REFERENCE

  3. Add a reference.
  4. Click Save in the top right hand corner.

Transfer

  1. Select Transfer.
  2. Record the amount.

    3. TRANSACTION DETAILS

    Fill in the following:

    From Select the bank account the money is being transferred from.
    To Select the bank account money is being transferred to.
    Transaction date Date of transfer.

    REFERENCE

  3. Add a reference.
  4. Click Save in the top right hand corner.

Manage your profile

Profile

Click on the symbol in the upper left hand corner to view/edit your profile.

Business Details

In order to edit your Business Details, click Edit in the top right hand corner.

Settings

Under Settings you can change the following:

  • Products and Services – see ‘Create a Quote or Invoice’ steps above.
  • Taxes – Tax details and submission frequency.

You can also check your:

  • Terms & Legal
  • Subscription
  • Security – Set device authentication.

Sign Out:

Tab ‘Sign Out’ , the next time you sign in the application will open in the last area you worked in.

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