Sage One Features

 
 
 
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Create professional estimates quickly

Need to quickly send an estimate to a client? With Sage One, you can create a professional estimate from anywhere, and print or email it directly to clients. Check the status of estimates and instantly convert them into invoices.

 
 

Send online invoices easily

Get paid faster by creating, sending and tracking invoices with Sage One. It only takes a few seconds and can be done from wherever you are on any device connected to the Internet.

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Accept online payments

Make it easy for your clients to pay you by accepting credit card payments online with Sage One Sage Payment Solutions or PayPal. 

 
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Track income and expenses anywhere

Keep tabs on how much you’re making and spending. Capture purchases on-the-go using the Sage One app. Import bank and credit card transactions, and get the status of all your bills. You can even see expenses by project and client!

 
 
 
 
 
 
 

Get real-time reports anytime

Seeing a report with your latest numbers in Sage One is as simple as a few clicks. Customize your dashboard with your favourite reports so you can see everything at a glance. Or drill down into the numbers and export reports to Excel and other file formats.

 
 

Give secure access to those who need it

Sage One gives you an unlimited number of users and the ability to control permission settings. This gives you freedom to manage finances your way – including giving secure access to employees or a bookkeeper or accountant.

 
 
 
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Automatic data backup

Gain peace of mind knowing your Sage One data is automatically backed up and secured with bank-grade data encryption. If your computer crashed in the middle of what you were doing, don’t worry – your Sage One data backs up instantly.

 
 

Monitor the financial health of your business

Sage One’s built-in reports help you keep track of the cash coming and going out of your business. With these statements and forecasting tools, you can plan ahead for your business’ future needs.

 
 
 
 

Seamless bank integration

Sage One integrates with more than 12,000 financial institutions, making bank reconciliation a snap. Cut out hours of manual data entry and let Sage One match transactions from your bank – simple, fast and saves time.

 
 

Make tax time easier

When tax season arrives, Sage One helps you make the process as smooth as possible with easy tax reports to keep your tax return organized. Give your accountant access to your data, or file our tax return directly online.

 

 
 
 
 
 
 
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General ledger journal entries

Creating and maintaining general ledger accounts in Sage One is a breeze. Create journal entries yourself, or give access to your bookkeeper or accountant.

 
 

Manage your customers, suppliers and inventory

Sage One helps you track of sales per customer and per item, and purchases by supplier and item. You can even create customer, supplier and item categories to help you analyze your sales.