Working With Sage Instant Accounts

• My Business Set Up: Save time when setting up your new system and choose a configuration that suits your business type
• Easy Navigation: Move around your accounts system quickly and easily
• Smart Link: 'Hot Link' directly to information related to the transaction you are working on
• Task Based Navigation: Customise your accounting system by grouping tasks together according to the way the business works and creating shortcuts to the functions you use most often
• Enhanced Manual & Help System: Get a quick understanding of the principles underlying Instant Accounts and the key tasks you will undertake
• Enhanced Data Entry Grids: Select only the information you need to see, hide the rest
• Smart Totals: Highlighted figures are automatically totalled, meaning you don’t have to get out your calculator
• Enhanced Invoicing: The system remembers your invoice settings from your last session, letting you pick up where you left off
• Instant access to recently run reports

Features

	Instant Accounts	Instant Accounts Plus
Easy to Set-Up and Use
My Business Set-Up
New Easy Navigation
New Step-by-Step Process Maps
Improved Smart Columns
Manage Your Customers & Suppliers
Customer & Supplier Lists	Basic	Advanced
Customer & Supplier Records
New Customisable Quotations & Invoices
Improved Flexible Discounting
Transaction e-Mail*
Credit Control
Manage Your Business
Audit Assistant
Accountant Link
Profit & Loss and Balance Sheet Reports
VAT Returns
Accounts Analyser & Graphs
Integrates with Microsoft Office**
Integrates with Instant Payroll, ACT! and Instant Forecasting
PDF Generation
Improved Bank Reconciliation
Customisable Reporting
New Irish VAT Cash Accounting
New Dashboards
Multi User Ready***
Manage Your Products
Product List
Product Records
Stock Management

Working With Your Accounts

• Graphical presentation of information makes Sage Instant Accounts even easier to use
• Full access and control over your accounts will put you in a strong position to make confident, informed decisions
• Nominal Ledger - Forms the basis of your Profit & Loss and Balance Sheet reports
• Accounts Analyser - Get an immediate snapshot of the financial position of your business and drill down to gain more detailed information
• Bank (Cash Book) -Record and view bank transactions quickly and easily
• Full Integration with Microsoft Office - Export information into Microsoft Word, Excel or Outlook
• Basic Credit Control - Monitor how long it is taking your customers to settle their accounts with the Aged Debtors report
• Report Designer - Customise report layouts to present your information the way you need to. Sage Instant Accounts Plus offers a more powerful tool, the Advanced Report Designer, which allows you to design and run reports to access the information you need to manage your particular business
• PDF Generation - The report generation capability of Instant Accounts now includes PDF output, to help you share information
• The Accountants Link provides efficient transfer of Instant Accounts data between you and your accountant over the internet – with corrections automatically completed at the touch of a button
• Audit Assistant - Approved by HMRC, the Audit Assistant means you can be fully prepared for every audit
• Transaction e-Mail - Send and receive invoices, sales orders and purchase orders

Manage Your Finances
Prepare your regular financial reports quickly and easily. As soon as you have entered your first transactions you can use the Financials option to study how your business is performing.

• Run Profit & Loss and Balance Sheet Reports at the touch of a button
• Prepare your VAT Return in hours instead of days, using a screen designed to mirror your VAT Return
• Make Journal Entries for irregular transactions to ensure your accounts remain accurate

Manage Your Products & Services
Store all of the information on the products and services you sell in one place, so it’s just a couple of clicks away when you need it.

• Product List Access - View a list of all your stock items at the touch of a button
• Product Records  - Store all the details associated with a stock item
• Basic Stock Control - Run stock takes and keep a detailed track of the movement and pricing of your stock (Instant Accounts Plus)

Manage Your Customers & Suppliers
Manage Your Customers

• Customer List - Access a comprehensive list of all your customers, giving you access to all of their details at the touch of a button
• Drill down to individual Customer Records to view all of your customers’ details and their purchase history in both tabular and graphical forms
• Pricing and Discounting - Encourage prompt payment by giving your customers early settlement discounts
• Currency Calculator - Easily convert between trading currencies

Manage Your Suppliers

• The Supplier List allows you to store extensive information for each supplier, including contact information, credit details, trading terms and account restrictions.
• Supplier Record - Analyse a suppliers’ invoices, credits and payments by month.
• View a suppliers’ activity on accounts, from entering batch invoices and credits to displaying supplier balances over a given time period.

Quotations & Invoices
Create quotations and invoices in the system as easily as filling in forms.

• Customise quotations and invoices by incorporating your company logo and contact details
• e-Mail quotation and invoices to potential customers, to speed up the process of acquiring new customers
• Understand the status and value of all of your quotations from the List View: how many quotations you have won, lost or still need to follow-up
• Convert quotations into invoices at the touch of a button, without having to re-key information

Flexible Discounts
Sage Instant Accounts v12 makes it even easier to provide a clear indication of any discounts you allow:

• View and change discounts as you create quotes and invoices
• Apply one-off discounts to individual items, or reductions across the board