What's new

January 2021

Show more items in tables

You can now show up to 100 items by default on list pages (such as Sales Invoices) throughout Sage Accounting. Go to Settings, Navigation and Data Grids, and then select 100 in the Tables of Data section. You can override this setting as needed by selecting a number in the footer of a list page.

December 2020

Summary of changes for Brexit

Find out what actions you need to take before 1st January and the other changes made to Sage Accounting to support Brexit.

Visit our Brexit support pages

Customers and suppliers in Northern Ireland

As trade in goods with Northern Ireland continues to be subject to EU VAT rules, we need to identify which of customers and suppliers are based in Northern Ireland, so we can apply the correct VAT rules.

We identify Northern Irish businesses using their business postcode set on each customer and supplier contact record.

If you have business contacts in Northern Ireland make sure you have a BT, Northern Ireland, postcode set on their main address.

VAT registration numbers for trading goods with Northern Irish customers

Buying and selling goods with Northern Irish customers

The EU has provided new guidance for Northern Irish businesses trading goods with the EU.

As trade in goods will still fall under the EU VAT rules, Northern Ireland businesses will now start using an alternative XI prefix to their VAT Registration Number for sales and purchases with Europe. For example, XI123456789.

How to apply the XI VAT Registration Number prefix for Northern Irish customers

Currently you can only enter a VAT registration number with a GB prefix for your customers and suppliers in Northern Ireland, however we will update this in the new year.

For the time being, for sales or purchase invoices of goods for Northern Ireland businesses, add their VAT number with the XI prefix in the Notes box of invoices.

Buying or selling goods with the rest of the UK (excluding Northern Ireland)

If you're buying or selling goods to GB businesses, this falls under UK VAT rules, so you continue to use your GB prefix on VAT registration numbers.

Buying or selling services with the UK (including Northern Ireland)

If you're buying or selling services to the UK, you can continue to use the GB prefix, so there's nothing for you to do.

Customers and suppliers not registered for VAT

Customers and suppliers in Great Britain who are not VAT registered, will no longer be classed as domestic sales and purchases.

From 1st January, when entering transactions for these customers and suppliers, the VAT rate is automatically set to Zero-Rated.

This also means that you may not be able to enter some transactions in the way you did before. Check the following to see how to manage these changes.

Recurring sales invoices

We will automatically pause any Recurring Invoices for customers based in the GB who are not registered for VAT on 31/12/20. This is to make sure that the VAT on these transactions is applied correctly.

From 1 January, as these are no longer classed as a domestic sales, the VAT rate must be changed to Zero-rated and the Goods/ Services box selected.

For each paused recurring invoice, check and update the VAT rate. All affected recurring invoices have a status of Action Required on the Recurring invoice list.

Screen shot of the action required for recurring invoices after Brexit

Learn more about recurring invoices

Other payments and receipts

After 1st January, you'll no longer be able to use Other Receipts and Other payments for GB contacts that are not registered for VAT. This is to make sure that the VAT on these transactions is applied correctly.

From 1st January, you'll need to record these transactions as sales or purchase invoices.

Recurring other receipt and other payments

If you have recurring receipts or payments for GB customers or suppliers who re not registered for VAT, these will be paused on 31st December.

From 1st January, you'll need to record these transactions as sales or purchase invoices.

Learn more about recurring sales invoices

Quick entries

After 1st January, you'll no longer be able to use Quick Entries for GB customers and suppliers that aren't registered for VAT. This is to make sure that the VAT on these transactions is applied correctly.

From 1st January, you'll need to record these transactions as sales or purchase invoices.

Bank rules

As you'll no longer be able to use Other Receipts and Other payments for GB customers that aren't registered for VAT, you may need to change the way you import your bank transactions.

To take advantage of postponed accounting after Brexit, you must enter all purchases as purchase invoices.

If you have bank rules set up for Other Payments or Other Receipts for GB customers or suppliers who are not VAT registered, then you will need to change the bank rules to import these transactions as Payments on Account. These can then allocated to a sales or purchase invoice.

How to edit bank rules

What's new 2020


It's now easier to set up customer and supplier statements by going to Settings, Statement Settings. Previously, statement settings were located in Record and Transaction Settings.


Add attachments to your sales transactions

Now it's easy to attach supporting information such as sales brochures, product images, price lists etc. to your sales invoices, credit notes, quotes and estimates.

  • Add multiple attachments.
  • Make attachments visible to your customers or for internal use only.
  • Supports the following file types: PDF, GIF, JPG, JPEG, PNG.
  • File size up to 2.5MB.

Read more about attachments

  • If a recurring invoice isn't sent, the document timeline no longer shows the status as Sent.
  • Active bank feeds will now download transactions properly after you successfully sign in for re-authentication.
  • You can now record sales invoice refunds on VAT reconciled payments.


We’ve made these great improvements to the Trial Balance report:

  • As of option. You can now run the report “as of” a specific date to get a snapshot of what your nominal ledger account balances were on that date. The report will show data from the start of each account up to the selected date.
  • Zero balance accounts option. The new Hide accounts with zero balances option allows you to hide (or show) zero balance ledger accounts on the report. These accounts have been posted to but have a net balance of zero in the reporting period. By default, the option is selected, which hides them on the report.

Unused ledger accounts are never included on the Trial Balance report.

  • Retained Earnings breakdown. If you select Summarise profit and loss values, a Profit and Loss line is included on the report. You can now expand the row to see a breakdown of how the summarised amount was calculated. The report splits out the system calculated Profit and Loss values and manual postings to the Profit and Loss account.

trial balance report As of option


Adding logos to invoices

We’ve made it even easier to add logos to your sales documents. Now when you upload a logo, it’s automatically checked to make sure the size of the file and the quality of the image are suitable.

If the image isn’t quite right, we'll tell you what needs changing.


Remind customers how they can pay you

Need to let your customers know how they can pay you?

For online invoices where you're not using online payments, you'll now see the following message: Please contact us if you are unsure how to make a payment.

please contact us if you are unsure how to make a payment

If you are using online payments, we'll add a Make Payment button, to encourage your customers to pay straight away.

Zero value invoices removed from lists

Are invoices with a zero value cluttering up your invoice list?

We've improved how we handle these so they no longer show as Overdue and don't appear on the Overdue and Outstanding tabs of your invoice list.

See when invoices haven't been sent to all recipients

Not sure whether an invoice has been sent to everyone?

Now you can see when an invoice hasn't been sent and when to re-send or check out your email addressees.

The Activity grid now shows an Amber warning when not all email messages were delivered.

Page headers added to longer reports

We know it's hard to read reports that run over several pages, so we’ve improved some reports to show headers on every page:

  • Profit and Loss Beta
  • Aged Debtors
  • Aged Creditors
  • Aged Debtors Breakdown
  • Aged Creditors Breakdown
  • Trial Balance
  • Customer statements

Bug fixes and improvements

  • To make sure the trial balance report matches what most people expect, we’ve replaced Brought forward values with Opening & Closing Balance.
  • You'll now need to set an obligation period before saving an MTD VAT Return.
  • As many people have more than one cash account, you can now record bank transfers between two cash accounts.
  • When exporting PDF reports, the colour of the text is now set to black.


Recurring sales invoices

Note: Not available in Sage Accounting. Learn more

Do you have customers who regularly order the same thing or are sending out the same repeat invoices every month? Do you have services or subscriptions where you send out the same bill each period?

Save time and reduce errors by using Recurring Invoices. These are great for invoicing services that you deliver on a regular schedule and for products that you sell repeatedly.

Find them from the Sales Invoices tab.

  • Set up a recurring invoice as a template.
  • Decide when you want them to recur and when you want them stop.

    This could be every day, every other day, weekly, monthly, quarterly etc, or you can keep creating them perpetually.

  • We'll create the invoices automatically on the day they are scheduled, so you don't have to remember.

  • If you choose to send them straight away, we'll email them to your customers at the same time.

Read more about recurring invoices

Bug fixes and improvements

  • The Cashflow tab no longer overlaps with the Summary page making to easier to view.
  • The part recoverable tax amounts on a ledger account are now included in the Chart of Accounts reports, so you export the amounts and import to a new business if required.
  • The part recoverable amounts are now visible on the Chart of Accounts list, so you can make sure your ledger accounts are set up correctly.