• Customer records - enter customer details, record sales and your customers' payments, print invoices, and identify outstanding and overdue balances.
  
  
• Supplier records - enter supplier details, see how much you owe and when you need to pay, keep track of the invoices and credit notes you receive. Record the payments you make.
  
  
• Nominal records - sends all your payments and receipts to income and expense categories so you can see where your money is, where it comes from and where it goes. Instant Accounting tells you what your total income and expenses are for the month and year-to-date and how much profit you are making.
  
  
• Invoicing - create invoices and credit notes for your products and services instantly. Your records will update automatically as invoicing links to your customer, product and nominal accounts.
  
  
• Bank accounts - record payments into and out of your bank accounts so you always have a true picture of your actual bank balance.
  
  
• Product records - create and keep a record of all the products and services you sell.
  
  
• Reports - produce your Trial Balance, Profit and Loss report, Balance Sheet, Budget report and Prior Year report. Instant Accounting sorts and analyses all your transactions automatically to produce these reports so you can see how your business is performing.
  
  
• Data management - keep your data free from corruption with back ups, data restore and error correction.
  
  
• Guidance - use the Getting Started Guide to give you extra confidence when using Instant Accounting for the first time. Use Help for tips and advice on tasks and let the wizards take you through each task so you get it right, first time.
  
  
• Search - use the Search button to find specific records and avoid searching through all your records. Save your search requests to use again.
  
  
• Upgrades - as your business expands so can your software. All Sage products have compatible data files making it quick and efficient for you to upgrade to the next level of Sage accounting software.

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• Customer records
  • Create, edit or delete customer records.
  • Record your customer contact details, the money they owe you, their opening balance, credit limit, discounts, credit control details and their outstanding balance.
  • View customer invoices, credit notes, receipts, payments and outstanding balances on a daily, weekly or monthly basis, either as a graph or in a table.
  • View a customer's outstanding balance and see the transactions that make up their balance.
  • Produce credit notes for your customers.
  • Use the Letters option to send your customers overdue payment reminders and to write and save your own business letters.
  • Print statements for your customers to help you chase payments.
    
    
• Suppliers
  • Create, edit or delete supplier records.
  • Record your supplier contact details, the money you owe them, your opening balance, credit limit, discounts, credit control details, outstanding balance and the transactions that make up this balance
  • View your supplier transactions, either as a graph or in a table.
  • See how much you owe each supplier and when you need to pay.
  • Record all the invoices and credit notes you receive from your suppliers.
    
    
• Nominal Ledger
  • Instant Accounting provides you with a standard set of nominal accounts to help you start your work straightaway.
  • Create, edit and delete nominal accounts.
  • Record the name and number for your account, the balance of the account, the opening balance, its VAT code and set a budget for each month.
  • View your nominal ledger transactions as a graph or in a table. You can also examine in detail all the transactions you have posted to your nominal ledger accounts.
  • Use journal entries to follow double-entry bookkeeping principles.
  • Update your entries automatically from customer and supplier transactions.
  • Store budget and prior year information to compare current values in your sales, purchases and direct expenses against your monthly budget or for the same period last year.
    
    
• Bank Accounts
  • Record deposits into your banks and all withdrawals and payments.
  • Adjust your bank accounts to take account of bank charges and interest received.
  • Use bank reconciliation to check that your bank account transactions match those on your bank statements.
  • Print statements at any time to show your reconciled bank payments.
    
    
• Credit Control
  • Create credit control details tailored to each customer
  • Apply credit restrictions to a customer's account.
  • Apply credit charges for any late payments.
  • Gives advice and tips on debt chasing.
    
    
• Product Records
  • Create a record of all the products you sell.
  • Record a description, sale price and unit of sale for each product.
  • Store an image with your product record.
    
    
• Invoices
  • Invoice your customers with customer and product details taken automatically from your product records.
  • Invoice your customers for the services you provide.
  • Apply settlement discounts and record carriage charges.
  • Add extra details to your invoices such as a customer's order number, their contact details, notes about the order and any settlement terms.
  • Generate and print product credit notes for your customers.
  • Print invoices whenever you need.
    
    
• VAT
  • Let Instant Accounting calculate your VAT Return.
  • Check your VAT return on the screen before printing.
  • Reconcile your VAT transactions automatically and clear your VAT control accounts.
    
    
• Reporting
  • Produce regular reports for up-to-date financial information
  • The Trial Balance report shows the current balances in your nominal ledger accounts.
  • The Profit and Loss report shows if your business is trading profitably with subtotals of your sales, purchases, direct expenses, overheads and your gross and net profit balances.
  • The Balance Sheet report gives a summary of your current financial position by showing what your business owns (assets) and what it owes (liabilities).
  • The Prior Year report shows your trading activities for the current month and year-to-date and compares these figures against the same period for last year.
  • The Budget report shows how you are trading against the monthly budget you set up in your nominal ledger accounts.
  • Provide a complete record of all your transactions for the auditors.
  • Edit the existing reports and layouts to your own specifications.
  • Use Report Designer to create your own reports, layouts, letters and labels.
  • Preview your report before printing.
    
    
• Data Management
  • Back up your data on a regular basis.
  • Restore data from your back up disks.
  • Correct any errors in your transactions.

Also available from Sage & Truska

Sage Instant Payroll - specification similar to Sage Payroll

Sage Instant Suite - comprises Sage Instant Accounts and Sage Instant Payroll at a very attractive price.

Please call or complete the Sage inquiry form for additional information on Sage products, training and other services.

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