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 Feature Ratings
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).
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
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
- 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.
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
Configuring Sage Accounting
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
Pros | Cons |
---|---|
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.
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
Pros | Cons |
---|---|
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
Integrating Sage Accounting
- Sage Payroll
- Sage AutoEntry
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
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.
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