How to Use Sage: Business Management Solution in 2026?

Struggling with complex accounting software is a massive headache.

You want to organize your finances, but the dashboard feels like a maze.

It is easy to feel lost and frustrated.

Small mistakes in your books can lead to huge tax problems más tarde.

You might waste hours clicking the wrong buttons or losing track of your money.

This stress keeps you away from growing your negocio.

Don’t worry. This guide shows you exactly how to use Sage without the stress.

We will break it down into simple steps so you can master your finances today.

Sabio

Empower your financial operations with Sage. Trusted by over 3 million global businesses to reduce administrative costs by 40% and accelerate reportando cycles by 3x. Secure your 30-day professional trial today.

Prueba Sage ahora leer reseña completa Alternativas a la salvia

Sage Tutorial

Learning new software feels tough at first.

This Sage tutorial makes it easy.

We show you how to set up your account and track every dollar.

You will manage invoices and payroll like a pro in no time.

Let’s begin.

How to Use Multi-currency Accounting

Doing negocio in other countries means handling different types of money.

Sage makes this simple. It does the hard math for you.

You do not need to worry about exchange rates messing up your books.

Here is how to set it up quickly.

Step 1: Turn On Multi-Currency

You need to tell the system you are ready to use other currencies.

• Go to the Settings tab on your main dashboard.
• Look for the section named Currencies or Foreign Trading.
• Click the checkbox that says “Enable Foreign Currency.”
• Save your changes to turn on the feature.

Step 2: Add Your Currencies

Now, choose the specific money types you need for your business.

• Go back to the Settings menu.
• Select Currencies from the list.
• Click on the Add Currency button.
• Choose the currency you need (like Euros or Dollars) from the list.

Step 3: Update Exchange Rates

Sage needs to know how much the money is worth today to keep your records accurate.

• Enter the current exchange rate for the day.
• You can type this in yourself or link it to a live bank feed for automatic updates.
• Sage uses this rate to calculate your totals in your main currency.
• Click Save to finish.

How to Use the Balance Sheet Report

You need to know if your business is healthy.

A balance sheet shows what you own & what you owe.

It is a snapshot of your money that helps you create a better plan for the future.

Having this datos gives you a clear mind about your finances.

It keeps you stress-free during tax time.

If you are interested in seeing your true profit, this is the report you need.

Here is the best way to make one.

Step 1: Go to the Reporting Area

First, you need to find where the reports live in the system.

• Find the Reporting tab at the top of your screen.
• Click it to open the main reports menu.
• Look for the Financial Reports section.

Step 2: Choose Your Settings

Now, tell the software exactly what you want to see.

• Click on Balance Sheet from the list.
• Select the Date Range that you want to check (like “This Month” or “Last Year”).
• Choose a comparison period to see how your fresh numbers compare with the past.
• Pick the layout that looks best for you (Summary or Detailed).

Step 3: Generate and Export

Finally, run the report to see your results.

• Click the Calculate or Report button.
• Review the numbers that appear on the screen.
• Clicked on Export to save it as a PDF or Excel file.
• Share this file with your team or accountant.

How to Use Project Management

Researching big jobs is hard.

You need to track costs so your money does not go up in smoke.

This app helps you carry the load.

Ignore the ashes of past mistakes. Focus on success.

It brings calm to your house and office.

Here is how to create a space for your work.

Step 1: Set Up a New Project

Start this in the morning after you get out of bed.

• Search for the Projects tab.
• Light a fire under your team and click “New Project.”
• Create a bundle for the job and give it a sign or name.
• Expect good things to happen. Don’t let fear or negative energy control you.
• This is the first time you will feel true clarity.

Step 2: Link Your Costs

You must connect every bill to the right job.

• When you post a bill, link it to the project.
• This is the meat of the recipe.
• Add aromatic seasoning and a garnish of detail to the description.
• Pair expenses correctly so you do not burn through cash.
• Leave a comment on foods or viajar costs.
• It is not like chopping vegetables; it is about precision.

Step 3: Track Profit and Loss

Watch your numbers grow.

• Look at the picture of your profit.
• Support your intuition with real data.
• Smudge out any errors and air out the details.
• Walk with openness and acknowledge the power of integration.
• Repeat this course for every job.
• Prepare for a better world and a better life where you don’t worry about loose leaves or lost data.
• Grinding through the numbers is now easy.

Alternativas a la salvia

• Dext: Este software se centra en automatizar la extracción de datos de recibos y facturas. Ahorra tiempo en la entrada manual de datos al digitalizar su documentación.
• Docyt: Esta plataforma se basa en IA para automatizar la contabilidad y las tareas administrativas. Docyt busca eliminar la introducción manual de datos y proporcionar información financiera en tiempo real, lo que la convierte en una potente alternativa para las empresas que buscan una solución altamente automatizada.
• Xero: Esta es una popular plataforma de contabilidad en la nube. Es una alternativa a las funciones de contabilidad de Atera, ofreciendo herramientas para facturación, conciliación bancaria y seguimiento de gastos.
• Fin de mes fácil: Este software especializado está diseñado específicamente para simplificar el proceso de cierre financiero. Se integra con otras plataformas de contabilidad como QuickBooks y Xero para garantizar un cierre de mes fluido y sencillo.
• Rompecabezas io: Este es un software de contabilidad moderno, diseñado específicamente para startups. Facilita la generación de informes financieros y la automatización, ofreciendo información en tiempo real y un enfoque en la optimización de la contabilidad para un cierre más rápido.
• Sabio: Sage, un conocido proveedor de software de gestión empresarial, ofrece una gama de soluciones contables y financieras que pueden servir como alternativa al módulo de gestión financiera de Atera.
• Libros de Zoho: Parte de la suite Zoho, esta potente herramienta de contabilidad para pequeñas y medianas empresas facilita la facturación, el seguimiento de gastos y la gestión de inventario, y es una excelente alternativa para quienes necesitan herramientas financieras integrales.
• Synder: Este software se centra en sincronizar sus plataformas de comercio electrónico y pago con su software de contabilidad. Es una alternativa útil para empresas que necesitan automatizar el flujo de datos desde los canales de venta hasta sus libros contables.
• Fin de mes fácil: Esta herramienta está diseñada específicamente para agilizar el proceso de cierre de mes. Es una alternativa especializada para empresas que desean mejorar y automatizar sus informes financieros y tareas de conciliación.
• Docyt: Docyt, una plataforma de contabilidad basada en IA, automatiza los flujos de trabajo financieros. Competirá directamente con las funciones de contabilidad basadas en IA de Atera, ofreciendo datos en tiempo real y gestión automatizada de documentos.
• Refrescarme: Esta es una plataforma de gestión financiera personal. Si bien no es una alternativa empresarial directa, ofrece funciones similares, como el seguimiento de gastos y facturas.
• Ola: Este es un popular software financiero gratuito. Es una excelente opción para autónomos y pequeñas empresas para la facturación, la contabilidad y el escaneo de recibos.
• Acelerar: Una herramienta reconocida para finanzas personales y de pequeñas empresas. Facilita la elaboración de presupuestos, el control de gastos y la planificación financiera.
• Hubdoc: Este software es una herramienta de gestión documental. Obtiene automáticamente sus documentos financieros y los sincroniza con su software de contabilidad.
• Expensificar: Esta plataforma se centra en la gestión de gastos. Es ideal para escanear recibos, gestionar viajes de negocios y crear informes de gastos.
• QuickBooks: Uno de los programas de contabilidad más utilizados. QuickBooks es una alternativa potente que ofrece un conjunto completo de herramientas para la gestión financiera.
• Entrada automática: Esta herramienta automatiza la entrada de datos. Es una buena alternativa a las funciones de captura de recibos y facturas de Atera.
• FreshBooks: Este programa es ideal para facturación y contabilidad. Es popular entre autónomos y pequeñas empresas que necesitan una forma sencilla de controlar el tiempo y los gastos.
• NetSuite: Una potente y completa suite de gestión empresarial basada en la nube. NetSuite es una alternativa para grandes empresas que necesitan más que solo gestión financiera.

Comparación de Sage

Conclusión

Learning how to use Sage does not have to be scary.

You now know how to handle different currencies and balance sheets.

You also learned to manage projects without losing money.

These tools give you control over your business.

You stop guessing and start knowing.

Do not worry if you make a mistake at first.

Just follow the steps we listed. You will save time and avoid stress.

Your business deserves clear finances.

Log in today and try one new feature. You are ready to grow.

Preguntas frecuentes

More Facts about Sage

• It Started in a Pub: The idea for Sage began in 1981 in a pub in Newcastle, England. The founder, David Goldman, wanted a better way to create price quotes for his printing business.
• It Helps Businesses with Money: Sage offers software that can helped small and medium-sized companies manage their finances. This includes paying employees (payroll) and managing bills.
• It is Very Big in the UK: Sage is one of the largest technology companies in the United Kingdom. It is the only software company listed on the FTSE 100, which is a list of the top 100 of companies on the London Stock Exchange.
• Millions of Users: Over 6 million businesses worldwide use Sage products to keep their records straight.
• It Uses the Cloud: While it started as a program you installed on a computer, Sage now offers “cloud” software. This means business owners can check their finances from anywhere with an internet connection.
• It Owns Other Software: Sage has bought many other software companies to grow. For example, they own Sage Intacct, which is a popular tool for managing finances in larger companies.
• SageMath is Different: There is also a free math program called “SageMath,” but it is completely different from the Sage business software.