Sage Instant Accounts Upgrading from Instant Accounts New. Easy-to-use accounts software for new and small businesses

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1 Sage Instant Accounts Upgrading from Instant Accounts 2012 New Easy-to-use accounts software for new and small businesses

2 Sage Instant Accounts has been transformed to make it even easier to manage your accounts. With the choice to work from your desktop or link your data to the cloud you can choose how you work. What s new in Sage Instant Accounts? New look and feel Easy Accounts for busy people even easier! The introduction of a new simpler user interface makes everyday accounts tasks quicker and easier. With configurable navigation & tasks toolbars fitting with the way you work, increasing your productivity. You will be able to find what you are looking for quickly with keyboard shortcuts, making it easy to become an efficient user. Stay compliant & manage your VAT Record VAT on our transactions, automatically calculate and reconcile your VAT returns, and submit them straight to HMRC from your software. Keep an up-to-date view of your cash flow Easily view up-to-date bank records, see who owes you money and who you owe money to with a range of reports. Keep customers at the heart of your business Create customised quotes & invoices, track the progress of your sales opportunities, identify sales trends and review the spending habits of customers. Understand your business performance With a range of reports to transform your accounts data to valuable business knowledge at your fingertips, you ll have a true reflection of how your business is performing and be able to make better business decisions. Simple control of access rights Simple set-up of access rights makes it easier an more efficient who can access specific parts of the software. Greater control over your products & stock With Sage Instant Accounts you ll have greater control over your stock so you can manage its efficiency by removing products & services that you no longer sell from your product list. Sage Drive Freedom and flexibility with real-time, remote access* Real-time, remote access for your Instant Accounts data stored on your main PC Quick and simple to set up with secure access to your Instant Accounts data. You maintain control of your data Freedom and flexibility to create and access real-time accounts data securely, wherever and whenever you need. You ll have up to date, meaningful business insight meaning you can be confident in making faster informed decisions Constant, up-to-date access to details of your company s products, services and inventory wherever you are Share your live Accounts data securely in the cloud with your accountant* Allows you to share your live Accounts data securely in the cloud so you can work closely with your accountant in real-time. This means you have the confidence that your accountant has live, secure access to your data and there are no disruptions to your business while your accountant is adding value to your business with their services. Sage 50 Accounts Tracker* On demand insight: Because Sage 50 Accounts Tracker works online and offline you get business insight wherever you are, at any time. Because it is an app there is no need to leave your Accounts running in the office and don t worry about losing mobile network coverage Protected and secure: Encryption and secure sign-in means your data is safe and protected. Get more done in less time: Because you can help yourself to the information you need, simply and efficiently. Freeing you up to spend time on the really important things, like weekends and holidays Confident informed decisions: Having up to date, meaningful business insight means you can be confident in making faster informed decisions Simple: No expertise necessary: quick and easy use, it s an app after all. You don t need to know how to use Sage 50 Accounts to get everything you need know about your business. Technology: Make the most of day to day mobile devices to ensure your business is as productive and competitive as possible Sage 50 Accounts Tracker Tells you exactly how your business is performing from the convenience of your smartphone, which means you can make confident quick decisions anytime, anywhere. With you wherever you are.

3 Quicker and easier to do everyday tasks Save time by creating quotes and invoices from your product list Select multiple items and add them in one click to a quote or invoice. No need to spend time adding items line by line Record cash sales to speed up selling your stock** It only takes one click to record a cash sale whilst updating stock levels. The software automatically records the payment from your customer and marks the invoice as paid, so there s no need to repeat the process Easy to get set up and running Set up your software to match your business structure, quickly, easily and in one place A wizard explains the different settings and how each will affect your business, so you have peace of mind that you re starting off on the right setup Easy and straightforward VAT When you re running a business, you ve got enough to think about without having to be a VAT expert as well. New Sage Instant Accounts will show you how and guide you through the process of calculating, verifying and submitting your VAT return to HM Revenue & Customs. It s your one-stop to guide you through the process and help you avoid making mistakes. Helping you get your VAT admin done quickly and easily, so you can focus on your business. Improved VAT, month end and year end processing Clear and logical screens guide you through the VAT process See when each stage is complete, giving you the reassurance that everything s done and your business complies with legislation Logical approach to month and year end This is broken down into a series of simple steps with guides and explanations Show me how Gives you the confidence that you are entering and processing transactions correctly for your VAT scheme VAT verifier Check your return before submitting to HMRC. Gives you the confidence that it contains all the transactions for the VAT period you re submitting for You can also: Save time submit your return in just three clicks Keep a record of your returns and submissions receipts automatically stored alongside your VAT returns Send payment instructions to your bank to pay HMRC directly from your software via e-banking Manage your stock If you make money through selling products, then knowing how much stock you have and what it s worth is an important part of managing your cash flow. New Sage Instant Accounts gives you greater control over your stock so you can manage it efficiently. Remove products/services that you no longer sell from your product list so your stock list only shows items currently on sale Easily calculate the value of your stock with the opening and closing stock wizard. This means your financial reports show an accurate stock value** Import stock take from Excel/CSV files to ensure that stock levels in New Sage Instant Accounts match what you actually have* Foreign Trading made easy For businesses trading outside of the UK and Ireland, dealing with foreign currencies can make your accounts more complicated. With New Sage Instant Accounts you can keep all the information you need to manage foreign trading in one place. So you can stay compliant with legislation for trading abroad, and manage changing exchange rates. All the information you need to manage foreign trading in one place including sales, purchases and invoices Stay on top of tax legislation for trading abroad Manage fluctuating exchange rate Reconcile multiple currencies in your accounts

4 Reports that are easy to understand, fast to run and simple to adapt to your needs The new report browser gives you: Detailed descriptions of each report, telling you what s included A preview of each report so you can check it s the right one before you open or run it The ability to filter reports, so you only see the ones you re interested in A simple way to add reports to your favourites, so you can find them fast every time Action buttons to open or export reports quickly, rather than clicking in several places An indicator to show a report is running We ve also continued to improve software performance, so you can generate and run reports more quickly too. Professional looking reports and invoices that match your business Simpler and clearer to make changes like adding your business logo, image, or changing fonts, so you can produce reports and invoices that reflect your business Save time by setting up style formatting for your reports Reports that compare my business performance against previous years and budgets See comparative profit and loss details, showing figures for your budget and allowing you to compare with the previous year, all on one single report No need to run several reports to make comparisons year on year Easier to your customers Save time, postage costs and promote quick payments by using Select from the pre-set options to set up and start using your provider Microsoft Outlook, Gmail, Hotmail, Yahoo or another provider Choose your settings and layout and apply to all future documents Save time. Send invoices, statements and letters to your customers quickly and easily Easier to export information to Microsoft Excel The export to Excel button appears over 100 times - making it easy and obvious how to export information to a spreadsheet and giving you the flexibility you need. Export data directly, without having to spend time manipulating spreadsheets to match things up. Clear and up to date help when you need it Brand new look and feel to Sage Help easy to find in just one click from any screen Help topics are now stored online making it easier to keep them updated Improved search, so topics are easier to find See what you need to do, with a range of how to videos We ve also updated over 1,000 buttons and labels removing abbreviations and making sure the words used are consistent and easy to understand.

5 Did you know? You can find business advice and support and connect with potential new customers and suppliers with the Sage Business Community? To find out more visit Find out more Call us on (existing customers) Visit Sage (UK) Limited _IA Paper from well managed forests Sage (UK) Limited, North Park, Newcastle upon Tyne, NE13 9AA, England * Included for duration of subscription and Sage Cover Extra contracts. 12 months use included with new licences and upgrades, thereafter charges may apply. ** Available in Sage Instant Accounts Plus only *** Please note: New Sage Instant Accounts is not compatible with Windows XP. Product information is subject to change