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Great Products, Great Support, Great Company
February 23, 2024

Great Products, Great Support, Great Company

Paul Rushworth | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Sage Accounting

Overall Satisfaction with Sage Accounting

Sage Accounting is used daily for the Charity/Business I work for. From day-to-day purchasing entries, Invoicing and financial reporting. All our purchase receipts are now stored electronically in Sage Accounting (no more searching through filing cabinets) or having the auditors send me a list of receipts they want to see. Sales receipts look professional and recurring invoices can be sent automatically, making life so much easier. Using Bank feeds is another great time saver too.
  • Storing purchase receipts with the purchase entries.
  • Recurring invoices.
  • Professional looking invoices.
  • Reporting.
  • Live Bank Feeds
  • Tieing off year end figures, to start a new financial year.
  • Sage and AutoEntry to transfer data to correctly - Invoice box!
  • Ability to use multiple letterheads and banking information on receipts.
  • Easier way of entering and recording of Assets for reporting
  • Reduced the overall amount of stored paper files and receipts.
  • Accurate reports on debtors and creditors
  • Faster invoicing
  • Up to date reporting
Having first used Sage Payroll and found the software amazingly quick and easy to use, having great telephone support, I decided to try the other Sage products and have not been disappointed.

Do you think Sage Accounting delivers good value for the price?

Yes

Are you happy with Sage Accounting's feature set?

Yes

Did Sage Accounting live up to sales and marketing promises?

Yes

Did implementation of Sage Accounting go as expected?

Yes

Would you buy Sage Accounting again?

Yes

Sage accounting is well suited to day-to-day invoicing, recording of purchases and storing of receipts. Excellent at bank reconciliations and reporting. Great for recurring invoicing and the monitoring and reminding of debtors.
Not found anything Sage does not do well.

Sage Accounting Feature Ratings

8.8
Accounts payable
10
Accounts receivable
10
Cash management
10
Bank reconciliation
10
Expense management
10
Fixed asset management
2
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
10
Global Financial Support
Not Rated
Primary and Secondary Ledgers
Not Rated
Intercompany Accounting
Not Rated
Localizations
Not Rated
Journals and Reconciliations
9
Enterprise Accounting
Not Rated
Configurable Accounting
8
Centralized Rules Framework
Not Rated
Standardized Processes
Not Rated
Not Rated
Inventory tracking
Not Rated
Automatic reordering
Not Rated
Location management
Not Rated
Manufacturing module
Not Rated
10.0
Pricing
10
Order entry
Not Rated
Credit card processing
Not Rated
Cost of goods sold
Not Rated
Order Orchestration
Not Rated
End-to-end order visibility
Not Rated
Order exception Resolution
Not Rated
10.0
Pay calculation
10
Benefit plan administration
Not Rated
Direct deposit files
Not Rated
Salary revision and increment management
Not Rated
Reimbursement management
Not Rated
6.3
Dashboards
1
Standard reports
9
Custom reports
9
10.0
API for custom integration
10
Plug-ins
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10

Using Sage Accounting

9 - We are a Charity and an LTD company.
We are a Church, Community Centre and a Special educational needs school (SEN).
1 - Sage Accounting makes financial recording a breeze. If you know how to use a computer and have a keen mind for recording details, Sage will help you keep in order your accounts and bookkeeping well-ordered, and easy to understand. Bookkeeping will become a pleasure not a chore. Training can be made easier with the use of Sage University, a valuable resource offered by SAGE.
  • Financial record keeping
  • Bank reconciliations
  • Preparation of accounts
  • Financial reports
  • Invoicing
  • Moving us forward to a paperless office
  • Uploading receipts into accounts
  • Linking our Sage payroll into Sage Accounting
  • Preparation of reports for Trustees
  • Cash flow forecasting
  • Credit card payments straight form invoice
I could not live without Sage Accounting, it has become an integral part of my everyday. The more I have used Sage Accounting the more I have fallen in love with it. I am excited to be part of this ever-evolving accounting system that has grown from strength to strength, making life easier is something Sage does so well.

Evaluating Sage Accounting and Competitors

Yes - Spreadsheets and outdated software.
  • Cloud Solutions
  • Scalability
  • Integration with Other Systems
  • Ease of Use
  • Other
Support and Training.
If I had to do it again I would save myself a lot of time and disappointment and make life easy by just going straight to Sage!

Sage Accounting Implementation

Sage was with me every step of the way, during implementation. Their support team were excellent, friendly and knowledgeable. Ther arranged callbacks to ensure everything was going ok, and I was able to telephone them at any time of the day or week.
  • Implemented in-house
Yes - Implementation was broken down into easy-to-understand steps. The knowledge of the team and helpfulness in getting things right, made the whole experience less daunting.
I have found everyone I have spoken with at Sage great, and they have faultlessly been able to pick up from where their colleagues left off.
Change management was minimal - I was appointed as the dedicated person to work with Sage and implement the changes required. You need to want to make the changes for the better and be willing to work with the Sage team to get a great result. Once we started working with the Sage team, it was a pleasure not a chore.
  • Not being afraid to ask the same question more than once.

Sage Accounting Training

  • Online Training
  • In-Person Training
Staff are always friendly, and patient, always work at a speed that suits you. You are never rushed, and In only a short time they seem to be able to help you make great strides. It has been a pleasure not a chore, learning how SAGE Accounting works and benefits me and the company.
Plenty of free online training is supplied by Sage if required. Sage University (which is free to access) offers a wealth of information and training. It also enables you to become more proficient in lots of categories and gives you annual certification. Help with CPD and make sure everyone is up to speed.

Configuring Sage Accounting

Configrability is just right, you can configure your invoices well, add logos, messages, terms and conditions etc.
You just need to spend time deciding what information you want on your invoices, what options you want and how many configurations you want to make.
Some - we have done small customizations to the interface - Adding our company logo was easy, as was making our company invoice look more professional.
No - we have not done any custom code
No all good.

Sage Accounting Support

SAGE Support is Excellent, without a doubt the best support team I have ever used. You can contact them 24 hours a day (and I have many a time tested this) and you always get someone who is friendly, and understanding and stays with you until your issue or question is 100% answered. They never make you feel stupid, they are always supportive and genuinely a pleasure to deal with.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
No, I have never purchased premium support, and have never felt the need to. The support I have received has always been free and always be excellent. I never have trouble getting through to the support team. I often call them in the evening when I can concentrate and not be disturbed while I am speaking to them. The support team at any time of night have always been excellent.
Yes - I reported what I thought was a bug, and simply got stuck. I contacted the support team and soon found out it was not a bug but an issue with the browser I was using. Switched the browser, and had no more issues. I have learned not to struggle and try and sort an issue, just ring Sage and let them sort it for you.
When I first started using Sage Payroll.
I was left high and dry by the company doing our payroll, so decided to take it on in-house. The hardest part was setting it up part way through a financial year and I could not have done it without Sage. I was so busy at the time I had to make all my calls to Sage support late at night (and I mean late at night into early morning). The support team were simply amazing, taking me step by over a couple of evenings, telling me what information I needed, and then helping me input all the information required to get Sage payroll running in time to pay the staff. I could not thank the staff enough for getting me through what seemed an impossible mission.

Using Sage Accounting

Sage Accounting is continually evolving, not only meeting the ever-growing needs of accounting and bookkeeping but day to day running of a business. As things become more complex Sage simply makes their software meet the complexities and somehow make it easier to use at the same time. They made making tax digital for VAT child's play.
ProsCons
Like to use
Relatively simple
Easy to use
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • VAT Submissions
  • Recurring Invoices
  • Importing receipts
  • Sending Account statements
  • None
Yes - The mobile app works well for quotes/estimates, invoicing and much more. Just like everything else the app is constantly evolving, you can now upload receipts through the app straight into your accounts. Look at the trends within the app for weekly reports of income and expenses (Money in/money out). Great if you are a mobile worker or self-employed.

Sage Accounting Reliability

Doesn't matter if you are using Sage at work, at home or on another site, it has always worked well. Not being tied to one computer or one site is very important to me, as I often work from home and other sites if needed. As long as you have access to a computer or tablet, you know you can attend to anything.
Sage has been always available when I want it. If there is any maintenance work to be done by the Sage team, you are told well in advance. Maintenance is generally carried out late at night or before the day begins for most of us. It continues to be the most reliable software I use.
Sage Accounting work quickly and performs well, I have never had an issue with it running slow. It integrates with other software swiftly, so no waiting for the screen to load. Error messages are only something I have had when I have done something wrong.

Integrating Sage Accounting

Sage integrates well with other software I use, like Sage Payroll, AutoEntry and Sage HR.
There are several other products that I believe work well with Sage Accounting, that I plan to try in the future, and I am confident they will work as well as the rest do.
All easy to set up and get integrated.
  • Stripe Payments
  • Go Cardless payments
We are looking to integrate online card payments in the future.
  • File import/export
We import files and purchase receipts daily, this is a very simple process. You can simply drag and drop your files into Sage Accounting.
Don't be afraid, take advantage of the great apps that integrate with Sage Accounting, you won't be disappointed.

Relationship with Sage

Sage is extremely easy to work with, I struggle to put into words how great the support team are, and how easy and enjoyable they make the learning process.
The level of service just gets better after the sales team has done their bit. The support team do a marvellous job and ensures the software is every bit as good as the sales team told you it was. Nothing is an issue with them, you feel they genuinely want to help you.
Sage has always been extremely professional, and they continue to be professional in their dealings with me.
The offers they had at the time of purchase have remained. They have not sneaked their price up and tried changing what they promised to do.
The pricing structure is fair and offers good value for money. The billing is done through their online system and you can access your bills at any time.
Most contacts only require 30 days' notice, so no need to feel tied in, although I can't imagine why you would want to leave Sage.
Just be open and honest about your needs/requirements and Sage with help you get the right product for you.

Upgrading Sage Accounting

Yes - Upgrades are done automatically, you are given plenty of notice and full instructions on how the upgrades work and how they will benefit you and your business.
  • Smarter invoicing
  • Recurring invoices
  • Integration with AutoEntry
  • They continue to surprise me