An Introduction To The Sage Cloud Accounting Mobile App
Description

The mobile application is available for Accounting and Accounting Start:

Cause
Resolution

No previous experience is necessary!

Simply create and send invoices to your customers as soon as you have finished a job. Record your business transactions in seconds, take a photo of a receipt and you’re done. Track and manage those unpaid and overdue invoices reducing the time and effort required to get paid. View your business performance any time right there in the palm of your hand. Giving you back the time you used to spend playing paperwork catch up.

TIP:  Please bear in mind that only the Account Owner and the user defined as System Manager will be able to log in into the mobile App, at the moment this possibility it´s not available for addional users in the account. 

Create Invoices

  • Create an invoice for work you have done entering descriptions
  • Send invoices to your customer
  • Record payments against invoices
  • Track and manage unpaid and overdue invoices
  • Find Invoices quickly to answer customer queries
  • Review and manage all of the invoices and transactions for each of your contacts
  • Add an Attachment to the invoice
    NOTE: Customers view visible attachments through the email's online link to the invoice, credit notes, etc. 

Record Transactions

  • Enter money in, money out transactions from an iPhone home screen with 3D touch or on an iPad
  • Enter transactions from the overview screen in the app
  • Apply a category, description and reference
  • Add a contact and photo of a receipt or bill
  • View the receipt or bill in Accounting Start
  • Record and view transactions when offline

View your performance

  • See a picture of your performance this week, month or year
  • See where your money is coming from and going to
  • Compare business performance from month to month this year or in previous years
  • View your data immediately in the Accounting Start web application

Find Transactions

  • Simple list view of all of your transactions
  • Apply simple filters
  • Search for a transaction

Contacts

  • Import the contacts you do business with from your iPhone or iPad
  • Attach a contact to a transaction
  • View contact details including their transactions

Requirements:
Android v5.0 (API level 21) or later
Device with iOS 11.4 or later

Accounting Mobile App troubleshooting

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