Using the mobile app

If you are always on the go, you might not have time to get back to the office to check your accounts. If you have Accounting, you can quickly and easily manage your accounts outside of the office with the mobile Accounting application. Changes you make on your mobile device are automatically updated in the Accounting web application.

The application is free to download. Use your existing Sage account to sign in or if needed, create a new account. For more information and a list of supported devices, please visit our website.

Add contacts

Add contacts separately or import them from your phone.

When importing from your phone, choose which contacts to import and whether they are customers or suppliers.

  1. From the Overview, choose View All from the Contacts section.
  2. Select the plus button at the bottom of the screen.
  3. Choose to Import or Create contact.
  4. Once imported, edit the contact, to enter Business Details such as VAT registration number or Payment and Credit Terms.

Create sales invoices

  1. From the Overview, choose New Invoice from the Sales section.
  2. Choose to ADD ITEM
  3. Add a description, price and ledger account or select and existing product or service.
  1. Next select the Quote or Invoice date and set the Expiry/Due Date.
  2. Add in any Notes you want.
  3. Write your Terms & Conditions.
  4. Click Save in the top right hand corner.

Capture images to attach to receipts and payments

  1. Select Receipts and Payments.
  2. Choose Other Receipt.
  3. Fill in the receipt details.
  4. Select Add Attachment.
  5. Select Add Image.
  6. Select Camera.
  7. Take a picture of the receipt to attach the image to the transaction.
  8. Tap Save in the top right hand corner.

Record money in or money out

  1. Select Money In or Money Out
  2. Record the amount

TRANSACTION DETAILS

Fill in the following:

Transaction title Enter title.
VAT Select the VAT rate.
Category Select a category for this transaction.
To / From Select a bank account.
Transaction date Enter transaction date.

CONTACT

Select an existing Customer or Create New Customer by filling in the following:

Name Enter a contact name.
Business Name Enter the business name.
Phone Add a contact number for the customer.
Email Address Add contact email address for the customer.

REFERENCE

  1. Add a reference
  2. Click Save in the top right hand corner.

Transfer

  1. Select Transfer.
  2. Record the amount.

TRANSACTION DETAILS

Fill in the following:

From Select the bank account the money is being transferred from.
To Select the bank account money is being transferred to.
Transaction date Date of transfer.

REFERENCE

  1. Add a reference.
  2. Click Save in the top right hand corner.

Manage your profile

Profile

Click on the symbol in the upper left hand corner to view/edit your profile.

Business Details

In order to edit your Business Details, click Edit in the top right hand corner.

Settings

Under Settings you can change the following:

  • Products and Services – see ‘Create a Quote or Invoice’ steps above.
  • Taxes – VAT details and submission frequency.

You can also check your:

  • Terms & Legal
  • Subscription
  • Security – Set device authentication.

Sign Out:

Tab ‘Sign Out’ , the next time you sign in the application will open in the last area you worked in.

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