Cloud Accounting Sage

What’s New With Sage One

Written by Greg Lam

If you want to know what’s happened with Sage One over the past year, then you only need to look at their NorthSage One American What’s New page. Wow, that was a quick article! In all seriousness though, the last time I really covered Sage One was a year ago in a review split up into part 1 and part 2, so here’s my take on what’s happened since then.

Also, I should point out that Sage One has a UK update page as well. While the features may not always cross over into the North American product, they do a better job of showing what’s new than the North American page.

Greg Lam will be presenting the sessions, Cloud Accounting Face Off and Setting Up a Paperless Accounting Flow, at Accountex 2016.

General Interface

The first thing you’ll notice is that the branding is different and more colorful. It’s the same content underneath though, so nothing to get too excited about.

Sage One Interface

Taking a look at the above screenshot, you may have noticed the big plus icon. That’s new and worth mentioning. If you click on it, you’re given some Create options.

Create

This is basically a copy of what QuickBooks Online did and then Xero did (and I’m sure QuickBooks Online copied it from somewhere else). I think it’s a useful feature, so I have no complaints about copying the good aspects of other software.

Invoicing

Something I complained about last year was that the Sales Invoices page only showed the most recent month’s worth of transactions—and that it only showed 10 transactions at a time. Well, one of the complaints was listened to, and now you can toggle between 10, 25, and 50 transactions at a time.

Sales Invoices

Unfortunately, you still need to use the From and To fields to see more than a month’s worth of transactions, but one out of two ain’t bad.

Regarding the sales invoice form itself, I opined that there was too much room given to the header of the form (for the address field and such), and that there was too much clutter around choosing or creating a Product/Service. The good news is that now the Product/Service creation and selection is all found within a single field.

New Sales Invoice

For reference, this is what the old Product/Service interface looked like.

Product/Service Search

Much cleaner with the new one, right?

Some things have gotten a bit more automated, like how a customer’s default pricing (such as a 15% discount on all items) can be automatically chosen when invoicing the customer.

Another minor change is that whenever you create a new invoice (or other transactions for that matter), you receive a success message.

Edited Sales Invoice Successfully

Something else I complained about last year was that there was no default message when you went to send out an email. It’s a simple thing, but it meant that you had to type in a completely new message each time, when most times you can get away with the default. I’m happy to say that you can now use a default message to your emails sent from Sage One (and you can also modify it before sending).

Email Invoice

Another new feature that is a part of invoicing is the ability to create Sales Estimates.

Quotes and Estimates

If you’re familiar with Sage One, you may be thinking, “Didn’t they already have this?” The answer is no, what they had previously was Sales Quotes. Sales Estimates are “a realistic guess of what you think a job will cost and is not an exact fixed price.” They are basically the same thing, but with an estimate you’re saying that even though there may be a price, it’s not set in stone, whereas with a quote the price is a set price that you’ll stick to.


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About the author

Greg Lam

Greg Lam is a passionate small business guy who loves technology and automation. He holds a BBA from Simon Fraser University, Canada. He's a Certified QuickBooks ProAdvisor, Certified Xero Partner, and Kashoo MVP. His business interests are focused on online accounting and how it can be used to streamline and automate a company’s accounting processes. He currently lives in Tokyo, Japan.

Greg operates the Small Biz Doer website, an "Entrepreneur's Guide to Small Biz Bookkeeping." He is the author of Online Accounting Software: Finding the Right Match, published by The Sleeter Group.

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