Item: Sage Accounting
Rating: 9
Author: Andrew Gilbert

Use Cases and Deployment Scope

We use Sage Accounting for all our financial processing at our organisation. It allows us to create and easily send out sales invoices to customers and record purchase invoices. The bank feed tool allows us to easily reconcile all our transactions. The quick create tool is a really useful feature to quickly create an invoice or set up a supplier. Having the cash flow forecast dashboard on the front page makes it so easy to monitor our cash flow position right when we log on.

Pros and Cons

HMRC Making Tax Digital direct calculation and submission
Super easy to set up new customers and new suppliers
Bank feed tool to reconcile transactions

Creating payment files to submit to the bank
Correcting transactions can be a bit clunky and hard to pin down
No full year end rollover process, have to do it manually

Return on Investment

Sage Accounting enables us to make quick and easy cash flow management decisions - having the dashboard on the screen gives us an immediate picture to how cash flow has been over the last few days, and the forecast dashboard allows us to better predict it to make better decisions

Alternatives Considered

Sage 50cloud Accounting

Sage Accounting is a simpler, more streamlined version of the more complex Sage 50cloud Accounting. For a small, simpler company Sage Accounting is a much more cost-effective option. There are a few features that Sage 50cloud Accounting has that Sage Accounting does not have (such as making e-payments and a few reports are unavailable) but it is still a very good product.

Key Insights

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

Other Software Used

Sage 50cloud Accounting

Likelihood to Recommend

Sage Accounting is well suited to a small to medium business that produces a regular number of invoices. As a medium-sized conference centre, Sage Accounting is really well suited to our needs as we need to create and email out invoices to customers on a regular basis. Most invoices include a number of different items that can easily be assigned to different nominal codes and different VAT codes. The functionality can calculate amounts based on price and quantity, and then the invoice can be directly emailed to the customer.

Good accounting software for SMEs

Software Version

Overall Satisfaction with Sage Accounting