Sage Instant Accounting is designed specifically for small businesses. to streamline the time-consuming task of bookkeeping and become more efficient and productive. Creating new accounts, entering opening balances and monitoring the finances of your business couldn’t be simpler.
- Support -We provide 45 days of free phone support and 1 year of 24/7 online support.
- Practice Mode allows you to try out tasks before entering the data for real.
- Get up and running with ease with set up guide and video demonstrations
- Simple to correct any errors you make
- All your VAT management requirements in one place
- Keep track of what customers are buying, when, and how much they owe you.
- Run Profit & Loss and Balance Sheet Reports at the touch of a button.
- Report Designer to help tailor reports and gather specific business information.
- Keep information secure with Accountant link
- Create, edit or delete customer records
- View customer invoices, credit notes, receipts, payments and outstanding balances
- Produce credit notes for your customers
- Use the Letters option to send your customers overdue payment reminders
- Create credit control details tailored to each customer
- Apply credit restrictions to a customer’s account.
- Apply credit charges for any late payments.
- Advice and tips on debt chasing.
- Enter supplier details, see how much you owe and when you need to pay.
- View your supplier transactions, either as a graph or in a table.
- Nominal records to measure profit and loss daily, weekly, monthly, yearly
- Create, edit and delete nominal accounts.
- Record the balance of the account, VAT code and set a budget for each month.
- View your nominal ledger transactions as a graph or in a table.
- 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.
- Invoicing – create invoices and credit notes for your products and services instantly.
- Invoice your customers for the services you provide.
- Apply settlement discounts and record carriage charges.
- Add extra customer details to your invoices
- Generate and print product credit notes for your customers.
- Print invoices whenever you need.
- Record payments in and out of bank accounts.
- Adjust your bank accounts to take account of bank charges and interest received.
- Use bank reconciliation to confirm bank account transactions match statements
- Print statements at any time to show your reconciled bank payments.
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.
Reports
- 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.
- The Balance Sheet report gives a summary of your current financial position
- The Prior Year report shows your trading activities for the current month and year
- The Budget report shows how you are trading against the monthly budget you set up.
- 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.
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.
Data management
- Keep your data free from corruption with back ups, data restore and error correction.
- Back up your data on a regular basis.
- Restore data from your back up disks.
- Correct any errors in your transactions.
Accounts Analyser
- Get an Instant snapshot of the financial position of your business
Guidance
- Getting Started Guide helps when using Instant Accounting for the first time.
- Help for tips and advice on tasks and let the wizards take you through each task. Search
- Search button to find specific records and avoid searching through all your records.
- Save your search requests to use again.


