Sage One Review
Ease of use for the beginners, useful collaboration tools, invoice mailing as PDF documents, plenty of cloud storage, email notifications, responsive on multiple computing devices, systematic explanations and learning resources, security features
Limited reporting due to lack of transaction detail, limited customization, no payroll, lacks integration with existing banking account in case of its invoicing version, no import/export, no integration with other Sage products, no entry of bills to track money owed to vendors
A cloud-based accounting solution for your small businesses, startups, and freelancers for creating invoices and managing projects, invoices, tasks, and time under one roof; but not for companies requiring to manage several employees or lots of inventory
Are you looking for a pure invoicing and payment program that can
work online without installation? Would you like to simplify complex
accounting activities such as bank reconciliation? If yes, then Sage One
could be an ideal option for you. Introduced in 2012 in the United
States, Sage One is a new and simple accounting and invoicing software
designed for automating less interesting financial aspects of your
business so that you can focus on other priority tasks.
Sage One is a cloud-based solution that supports invoicing, customer and supplier tracking, project tracking, free accountant and bookkeeper access, online payments, 24x7 backup, and more. This new release as a cloud-based service offers some instant benefits appealing to all those who have worked with previous Sage versions without backup, or all those who need a centralized database for project and invoice management.
The web-based platform offers all utilities required for managing the finances of small-scale businesses. As well as importing accounting data such as expenses and income, the program automates general accounting tasks by implementing bank-like state-of-the-art encryption for keeping data loss at bay. This is applicable regardless of whether you are using a PC or smartphone.
Sign Up and User Interface
Signing up is simple but somewhat lengthy due to security questions. However, these questions are certainly essential as you are about to put all your finance and business data online, in the cloud. After logging in, you can customize the settings of your dashboard for adding company details to appear in your invoices and view a video about the program’s overview.
The interface of the dashboard is quite clean and fluid. The workflow is quite intuitive although customization is restricted due to its one-size-fits-all approach. You can easily and quickly add clients, projects, and contacts; delegate tasks to employees and contractors, collaborate on projects and tasks, bill clients, and track expenses and income.
Small business owners can now spend less time on invoicing and yet receive their payments faster. This is because Sage One automates the invoicing process completely. You can raise invoices for sales and services in PDF format for emailing or printing, customize them, track unpaid invoices, and add billable time to invoices. There are a few templates to choose from but none of them can be personalized. However, you can add a custom logo.
For receiving payments, Sage Pay as the online payment gateway is handy. Though this option, you can insert the Pay Now link on any invoice. However, you cannot link with other payment services such as PayPal or integrate this program with other apps.
Alerts and Reminders
no longer need to worry about piling up invoices or late payments. This
is because Sage One lets you send reminders for delayed payments as
well as alerting you when a late payment is made. Also, it takes only a
handful of clicks for resending the invoice. At any point in time, you
can see what is still pending, what is paid, and what is overdue.
Bank reconciliation is a recently introduced feature in Sage One. You can easily link to your bank account and credit cards to keep a track of incoming and outgoing cash. Sage One is now capable of integrating with thousands of financial institutions.
The program is capable of tracking finances by tracking income and expenses, linking expenses to projects, and supporting recurring billing and multiple tax rates. You receive 5GB of storage space for free for sharing files anytime.
Before reports, what
might attract you to Sage One is the Business Dashboard for viewing all
of your finances at once. It gives a complete view of several major
transactions so that you can see what your team is doing and which
domains need quick attention. In addition, you can easily view automated
profit and loss reports, aged invoices, and balance sheets at just a
collaboration is essential for any business, Sage One offers several
collaborative features. You can collaborate with your accountant and
manage projects and employees from one place. You can even add unlimited
users without any charge, assign tasks, use Message Center for sharing
updates and ideas, and track the status of various projects.
One is an exclusive invoicing, project management, and collaboration
cloud-based solution. Although there is no payroll, you can perform most
vital tasks centrally but securely.
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