100% Sage Accounting Fan
Updated June 18, 2024

100% Sage Accounting Fan

Michélle du Plooy | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Sage Accounting

Overall Satisfaction with Sage Accounting

I am a bookkeeper, I do 99% of my client's books on Sage Business Cloud Accounting.
90% of my clients are small (SMME) companies and does not require extremely complex software to run their businesses. Sage Accounting offers them everything they need in order to operate their business efficiently. It is user friendly and not difficult even for my clients to understand if I am unavailable for the day and they need to get the job done ASAP.

Pros

  • Customer Documents and Emails sent to customers look professional
  • Sage Accounting customer service is very good and someone always gets back to you
  • The software is easy to navigate and understand
  • Sage Accounting banking is straight forward, easy and it works well
  • Processing VAT is a breeze and convenient

Cons

  • Bank Recons are easy and I love it however, you can't find any record on Sage Accounting that you actually did the recon and can download a report afterwards as proof unless you download immediately.
  • The amount of email addresses that you can add to your customers/suppliers are only 100 characters, you can add additional contacts but then they don't receive statements and when you send an invoice, you have to go and specifically select them to be included which sometimes you may forget. There could maybe be 2 places to add emails, one for statements and one for invoices as a lot of companies don't want their statements sent to the same people that get the invoices, if this makes any sense.
  • You can only get a view of your top 10 clients, it would be nice to be able to get a report that has all your clients on but in order of high to low of how much they spend (every month or yearly etc.)
  • Banking is much faster than manual entry, saves up time and more income
  • I can work remotely in the bushveld so I can make money while I relax
  • Setting up new companies is pretty easy and if it wasn't I probably would have had a client or 2 less than what I do
Sage Accounting VAT processing is easy and reports are easy to read and close off od VAT periods are simple and straight forward where I found some other software it is not as simple. When you add bank transactions manually and they have VAT, some other software would be out with 1 cent etc. where with Sage Accounting I haven't had such a problem before. Customer payment allocations is so easy and convenient, other platforms not so much.

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 for most SMME's especially companies with services, companies that does stock as well however there is a limit, depends on what you need for eg. if you need more of a CRM, sending reminders, assigning job, creating job cards from the quote with all the items that form that service, then Sage Accounting is a bit limited in that regards.

Sage Accounting Feature Ratings

Accounts payable
10
Accounts receivable
10
Cash management
Not Rated
Bank reconciliation
8
Expense management
Not Rated
Time tracking
Not Rated
Fixed asset management
Not Rated
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
Not Rated
Global Financial Support
Not Rated
Primary and Secondary Ledgers
Not Rated
Intercompany Accounting
Not Rated
Localizations
Not Rated
Journals and Reconciliations
10
Enterprise Accounting
Not Rated
Configurable Accounting
Not Rated
Centralized Rules Framework
Not Rated
Standardized Processes
Not Rated
Inventory tracking
10
Automatic reordering
Not Rated
Location management
Not Rated
Manufacturing module
Not Rated
Pricing
10
Order entry
10
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
Pay calculation
Not Rated
Benefit plan administration
Not Rated
Direct deposit files
Not Rated
Salary revision and increment management
Not Rated
Reimbursement management
Not Rated
Dashboards
10
Standard reports
10
Custom reports
5
Not Rated
API for custom integration
Not Rated
Plug-ins
Not Rated
Role-based user permissions
10
Single sign-on capability
Not Rated

Using Sage Accounting

1 - It is only me as I don't have any employees... Yet.. :)
However, all my clients but 1 uses Sage. I am working on getting the last one also over to Sage. My clients understand Sage and I have no trouble in assisting them with any of their queries. I have casuals helping me out every now and again. They would import bank statements and allocate transactions. I do debt collection, debtors and creditors, bookkeeping functions up to trial balance, deal with suppliers and customers, statements, VAT and Payroll with Sage Payroll which is also really nice. We do stock control / stock take with some customers etc.
1 - It is only myself and I support Sage 100%, I will always advise my customers to use Sage Accounting as well as Sage Payroll. You do not have to be a bookkeeper or accountant to be able to use Sage. Any business person can use and understand how it works for basic business transactions such as invoicing etc.
  • Banking / Bank Feeds
  • Customer and Supplier Invoicing
  • Monthly Statements to Customers
  • Processing of VAT
  • Bank Recons
  • Automatic Bank Feeds Imports
  • Detailed Reports
  • VAT Submissions
  • Multi-Currency
  • Time Tracking Management
  • Sage Payroll integration with Sage Accounting
Sage is all I need and it works perfectly for my needs, no need for anything else, any other more new or complicated software. I am happy with Sage and so are all my clients. It does what we need it to do and the support is also great, thank you.

Evaluating Sage Accounting and Competitors

Yes - I have used Sage from the start, however some of my clients used other software previously such as Quickbooks. I was able to load their Sage on my account and they could only pay 1 invoice instead of Sage and myself which was an added bonus. Other than that, Sage is just more user friendly and understandable. Much easier to explain to a customer than QB and they can actually understand. But also because I mostly deal with Sage.
  • Cloud Solutions
  • Ease of Use
Sage could do all that I needed and I was able to do the accounting adviser program which allowed me to have all my clients under one roof and at a better price too. Sending invoices and statements directly from Sage (which most other software can do now as well) and not having to download and create an email every time. I was also able to customise my invoicing layout which was nice.
I would search for accounting software programs.
Then choose a few based on 1. their pricing, 2. review rating and actual reviews on Google and 3. see if they have a number that one can contact, if there is no number, I won't even bother.
I'll then use a demo for the select few, which hopefully all will have.
Based on the user friendliness and needs that I have, I will make a choise.

Sage Accounting Training

The online training on Sage University was very well put together, the navigation through Sage University as well as the actual course that I took was easy. The information given in the training was well worth reading through and understood Sage more in dept. Before doing the program, I taught myself to use Sage and learnt over the time.

Sage Accounting Support

Never wait in a long que before they answer and when they answer they always solve my query.
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
Yes - Yes, however some things not, like banking with Capitec is still an issue with my clients but working around it.
With stock reflecting correctly on balance sheet, there is a whole process which I wasn't aware of and wouldn't have ever needed it unless my one client didn't specifically asked for this. I panicked and phoned Sage Accounting, on the same call, they were able to assist and advise and sort out my query.

Using Sage Accounting

Sage overall usability is extremely nice. It is easily understandable, the words are not complicated, if you are looking to find a customer invoice - you go to "customers" and "invoices", it is straight forward, they don't use the word "debtors" and "creditors" which some people have to go google first if it would be your customer or is it your supplier - everything is called exactly what it is which makes it easy to navigate and find what you need and easy to explain to your customers.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Customer Invoices
  • Bank Imports
  • Supplier Invoices
  • You can't add more email addresses to customers than 100 characters
  • You don't have an option to send invoices to certain email addresses and statements to other email addresses.
  • It would be nice to have bottom description on invoices only on the last page and not every single page as it takes unnecessary space and paper.
Yes - I do not really use the mobile app although I have it on my phone for the day I might urgently need to do something and don't have my laptop with me but one of my customers are using it and seems to be able doing everything he needs to do on it. It is a bit limited on what you can do but overall for day-to-day transactions such as customer invoices, it works pefectly.

Sage Accounting Reliability

You can use Sage in your company for various aspects/positions such as bookkeepers, invoicing clerks, accountant, purchasing etc. Everyone can have their own user login and permissions can be set that specific people can do specific jobs without being able to access other peoples progress or accounts of the company.
Sage always works, it has 2 or 3 times in the past, bombed out and that at crucial moments like on month end when statements need to go out to customers, VAT needs to be submitted and financials deadlines however, it is not a regular issue and has not happened in a long time. I understand that things break, accidents happen and unforeseeable issues appear out of nowhere, as long as it is fixed and measures are put in place that it doesn't happen again. And Sage has done that, they have apologised and ensured it doesn't happen again. Errors will happen again in the future, and I am sure that Sage will handle it swiftly as their customers always comes first. Moving to another company is not an option when something like this happens, it happens to other companies too.
Performance is top notch, if it is not, it is probably your wi-fi connection. It has happened that pages load slowly because of an error on Sage side but almost never. Overall reports load fine, the site is fast, navigation is fine. I have a client that has so many invoices, it is slow or gets stuck when you try to load a report for a whole year but it is just too many invoices, it makes sense. Just take 2 report for 6 months and combine them, its not an issue for me. I am happy with Sage Accounting's performance.

Comments

  • Bethany McDermott | TrustRadius Reviewer
    Hi Michélle Thank you so much for your fantastic review of Sage Business Cloud Accounting. It’s great to see that you are finding so much benefit to your business and that you have had a good experience with our customer service team – that’s what we strive for! Thank you for providing feedback around bank recons, email addresses and client lists. I’ll pass these onto our support team to consider for future developments. I would like to invite you to join our customer advocacy program to connect more on your experience. Plus, you can access exclusive events, content and unlock Sage rewards. Please use this link: https://en.sagechampions.com/join/TRSBCA to join! Thanks, Bethany McDermott Sage Customer Marketing Manager – Reviews

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