Sage One

Sage One is an intuitive, easy to use piece of cloud accounting software which nevertheless lacks many of the features of its competitors. A free 28 day trial is available but thereafter it costs £10/month + VAT for a single user. It took us a while to create a password that SageOne accepted for our login but otherwise signing up to the 28 day trial was easy.

Sage One uses sales and purchase invoices as raw data, which the user inputs manually, and these are easy to produce. Credit notes can also be created and attached to specific invoices, and to outstanding payments, but it does not seem to be possible to create stand-alone credit notes. Nor is it possible to create repeating invoices, so a new one must be created for each new purchase or payment. Batch payments can, however, be allocated to sales and purchases.

Navigating SageOne is very intuitive. The screens are easy to use. The help function is comprehensive, written in clear step-by-step instructions and easily accessed by clicking onto a question mark next to each tool and feature which takes you directly to what you want to know.

There are no bank feeds into SageOne and bank statements can only be uploaded in .qif or .ofx formats. We did manage to convert our .csv file to .ofx, and it worked, but we felt it would have been better to upload it without having to make the conversion. Transactions can be created or matched (reconciled) to transactions already created in SageOne from the bank statement lines, and payments can be reconciled to invoices. SageOne says it does this automatically, matching transactions of the exact amount dated on the same day as the corresponding bank statement line, but it didn’t when we tried it, and we had to find the transaction and match it manually. Unlike many of its competitors, SageOne doesn’t support uploading digital documents against invoices or transactions either.

Manual journals can only be created by an accountant who uses the Accountant Edition of SageOne and has access to your account. The Profit and Loss report, however, is easy to understand and the figures can be accessed directly for more information.

Overall, SageOne is very easy to use but it is limited in its scope and, we felt, almost too simple. More features can be accessed if it is used in conjunction with an accountant who uses the Accountant Edition.

Subscription – £10 + VAT per month for a single user

www.uk.sageone.com

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