Work with your accountant online
Do you currently use Microsoft Excel®, or hand over a shoebox or bag full of receipts to your accountant every few months? Does your accountant have to ring you and ask if anything’s missing?
If so, then using SageOne can help.
With SageOne Cashbook you get a simple way to record all of the money in and out of your business and your accountant can log in to see that information too. This means they don’t need to chase you for your receipts.
Record cash deposits
It sounds obvious, but we designed Cashbook for cash-based businesses. In SageOne you can simply record what cash you’ve paid into your bank. No more having to match specific income or expenses to the actual deposit.
Manage your contacts and produce statements
If you want to record all of your customer details in one place you can do that in SageOne Cashbook quickly and easily. It’s really straightforward and lets you record notes against your customers for future reference, helping to build a good relationship with that contact.
You can email a statement of activity against each contact direct to your customer and if it’s someone you do regular business with, SageOne can send them automatically, saving you time.
The simple reports and totals in SageOne Cashbook will let you see where your money is going. In the Summary screen, quickly view your income, expenses and get a rough idea of profit for the month and year to date.