Démarrage rapide
Ce guide couvre toutes les fonctionnalités de Sage :
- Commencer — Créer un compte et effectuer la configuration de base
- Comment utiliser des rapports financiers plus intelligents — Build profit and cash flow reports in a few clicks
- Comment utiliser la comptabilité multidevises — Invoice and get paid by customers around the world
- Comment utiliser la gestion des stocks — Track stock levels and keep control over every item you hold
- Comment utiliser l'archivage numérique — Store receipts and invoices without chasing paper at year end
- Comment utiliser le rapprochement bancaire — Match your bank lines to your books in minutes instead of hours
- Comment utiliser un rapport de bilan — See a clear picture of what your business owns and owes
- Comment utiliser Sage Copilot — Ask plain questions about your books and get answers instantly
- Comment utiliser la gestion avancée des stocks — Handle stock across several locations with batch tracking
- Comment utiliser la gestion de projet — Track cost, time, and profit for each job you take on
Temps nécessaire : 5 minutes par fonctionnalité
Vous trouverez également dans ce guide : Conseils de pro | Erreurs courantes | Dépannage | Tarification | Alternatives
Pourquoi faire confiance à ce guide ?
I’ve used Sage for two years and tested every feature covered here.
This tutorial comes from real hands-on experience, not vendor screenshots.
Where the answer was not obvious, I checked Sage documentation and my own research before writing the step.
Sage est l'un des plus puissants comptabilité Applications disponibles dès aujourd'hui.
But most people only ever touch invoices and bank feeds.
Ce guide vous montre comment utiliser chaque fonctionnalité principale.
Étape par étape, avec captures d'écran et conseils de pro.
If you searched how to use sage hoping for the herb, skip to the What is Sage section below.
Tutoriel Sage
This How to Use Sage tutorial walks you through every feature step by step, from first sign-in to the tricks that make you fast.
Sage
Stop wrestling with spreadsheets at month end. Sage links your bank, reads your receipts, and builds the reports your accountant asks for. Start free and add features as you grow.
Premiers pas avec Sage
Avant d'utiliser toute fonctionnalité, veuillez effectuer cette configuration unique.
Cela prend environ trois minutes.
Here is what my own first week with the app looked like:
Passons maintenant en revue chaque étape.
Étape 1 : Créez votre compte
Go to Sage’s website and click Start Free Trial.
Saisissez votre adresse e-mail et créez un mot de passe.
✓ Point de contrôle: Vérifiez votre boîte de réception pour recevoir un courriel de confirmation.
Step 2: Open the App on Web or Mobile
Sage runs in any browser, with free apps for iOS and Androïde.
Connectez-vous avec les informations de votre nouveau compte.
Voici à quoi cela ressemble :
✓ Point de contrôle: You should land on the main dashboard.
Étape 3 : Terminer la configuration initiale
Saisissez votre entreprise name, financial year end, and tax registration details.
Then link your bank so transactions start to flow in.
✅ Terminé : Vous êtes prêt à utiliser n'importe quelle fonctionnalité ci-dessous.
Comment utiliser les rapports financiers Sage Smarter
Des rapports financiers plus intelligents lets you build profit, loss, and cash flow reports in a few clicks.
Voici comment l'utiliser étape par étape.
Step 1: Open the Reporting Menu
Sign in and click Signalement dans la barre de navigation supérieure.
Pick Profit and Loss to start.
Step 2: Set Your Date Range and Filters
Choose the period you want, then filter by department or tax code.
Voici à quoi cela ressemble :
✓ Point de contrôle: You should see live figures pulled straight from your ledger.
Step 3: Save or Export the Report
Click Export to send it to PDF, CSV, or Excel.
✅ Résultat : You have a report that shows exactly where the money went.
💡 Conseil de pro : Run your profit report every Monday morning, not once a quarter. Small errors are easier to fix while you still remember the transaction.
Comment utiliser Sage Multi-Currency Accounting
Comptabilité multidevises lets you invoice and get paid by customers around the world without manual maths.
Voici comment l'utiliser étape par étape.
Étape 1 : Activer le mode multidevises
Go to Settings, then Business Settings, then Currencies.
Switch the toggle on and pick your base currency.
Step 2: Add the Currencies You Trade In
Select each currency you invoice or buy in.
Voici à quoi cela ressemble :
✓ Point de contrôle: The invoice total should show both currencies side by side.
Step 3: Raise an Invoice in a Foreign Currency
Choose the customer, pick their currency, and send the invoice.
✅ Résultat : Exchange gains and losses now post to your ledger on their own.
💡 Conseil de pro : Let Sage pull live exchange rates instead of typing your own. Manual rates are the top cause of tiny balance differences at year end.
How to Use Sage Inventory Manager
Gestion des stocks lets you track stock levels and keep control over every item you hold.
Voici comment l'utiliser étape par étape.
Step 1: Create Your Product Records
Click Products and Services, then New Item.
Add a code, cost price, and sale price.
Step 2: Enter Your Opening Stock
Type the quantity you hold today for each item.
Voici à quoi cela ressemble :
✓ Point de contrôle: Each product row should show a live quantity in stock.
Step 3: Set Reorder Levels
Add a low-stock number so Sage warns you before you run out.
✅ Résultat : Stock levels now drop and rise on their own as you trade.
💡 Conseil de pro : Group items with a short shelf life under their own category. It takes one minute and saves you from writing off stock you forgot about.
How to Use Sage Digital Record-Keeper
Archivage numérique lets you store receipts and invoices without chasing paper at year end.
Voici comment l'utiliser étape par étape.
Étape 1 : Ouvrez l'application mobile
Install the Sage app and sign in with the same login.
Tap the camera icon to capture a receipt.
Step 2: Upload and Read the Receipt
Sage reads the date, supplier, and total for you.
Voici à quoi cela ressemble :
✓ Point de contrôle: The expense line should show a small paperclip icon.
Step 3: Attach It to a Transaction
Match the receipt to an expense, then post the transaction.
✅ Résultat : Every receipt now sits attached to the entry it belongs to.
💡 Conseil de pro : Upload receipts the same day you spend. A photo taken in the car beats a faded paper receipt found in a coat pocket in March.
Comment utiliser Sage Bank Reconciliation
Rapprochement bancaire lets you match your bank lines to your books in minutes instead of hours.
Voici comment l'utiliser étape par étape.
Step 1: Link Your Bank Account
Go to Banking and choose Connect to Bank.
Pick your bank and approve the integration.
Step 2: Review the Suggested Matches
Sage suggests a match for each imported line.
Voici à quoi cela ressemble :
✓ Point de contrôle: The unreconciled count should fall towards zero.
Step 3: Confirm or Create the Missing Entry
Accept the match, or create a new entry for anything unknown.
✅ Résultat : Your bank balance and your Sage balance finally agree.
💡 Conseil de pro : Never ignore a line you cannot explain. Park it in a suspense account and ask your accountant, rather than forcing a match that hides a real error.
Comment utiliser le rapport de bilan Sage
Rapport de bilan lets you see a clear picture of what your business owns and owes.
Voici comment l'utiliser étape par étape.
Step 1: Open the Balance Sheet
Click Reporting, then Balance Sheet.
Set the date you want to view.
Step 2: Drill Into Any Line
Click a figure to see the transactions behind it.
Voici à quoi cela ressemble :
✓ Point de contrôle: L'actif total doit être égal au passif plus les capitaux propres.
Step 3: Compare Two Periods
Tick the comparison box to show last year beside this year.
✅ Résultat : You can now explain any number on the page in one click.
💡 Conseil de pro : Check your debtors line before you chase invoices. It shows who owes you money right now, which is faster than a search through emails.
How to Use Sage Sage Copilot
Sage Copilot lets you ask plain questions about your books and get answers without building a report.
Voici comment l'utiliser étape par étape.
Step 1: Open Copilot
Click the Copilot icon in the top right corner.
It sits on your dashboard on eligible plans.
Step 2: Ask a Question in Plain English
Type something like which customers are late paying me.
Voici à quoi cela ressemble :
✓ Point de contrôle: Copilot should reply with figures from your own data.
Étape 3 : Mettre en œuvre la réponse
Use the suggested chase list or drill into the detail.
✅ Résultat : You get a straight answer without learning report syntax.
💡 Conseil de pro : Ask follow-up questions in the same thread. Copilot keeps the context, so you can narrow a wide answer down to one customer or one month.
How to Use Sage Advanced Inventory Manager
Gestion avancée des stocks lets you handle stock across several locations with batch and serial tracking.
Voici comment l'utiliser étape par étape.
Step 1: Add Your Warehouses
Open Inventory Settings and create one record per location.
Name each one clearly, such as Shop or Unit 4.
Step 2: Assign Stock to Each Location
Move opening quantities into the right warehouse.
Voici à quoi cela ressemble :
✓ Point de contrôle: Each item should show a quantity per location.
Step 3: Set Batch or Serial Tracking
Turn tracking on for items you need to trace.
✅ Résultat : You can trace any unit back to the batch it arrived in.
💡 Conseil de pro : Run a spot count on ten items each month rather than one huge count each year. Errors stay small and you find the cause while it is fresh.
How to Use Sage Project Manager
Gestion de projet lets you track cost, time, and profit for each job you take on.
Voici comment l'utiliser étape par étape.
Étape 1 : Créer un projet
Click Projects, then New Project, and name the job.
Add a budget and a start date.
Step 2: Tag Costs and Time to It
Pick the project on every bill, expense, and timesheet.
Voici à quoi cela ressemble :
✓ Point de contrôle: The project card should show costs building up in real time.
Step 3: Review Project Profit
Open the project report to compare budget against actual.
✅ Résultat : You can see which jobs make money and which quietly lose it.
💡 Conseil de pro : Tag costs as you enter them, never later. A bill left untagged for a week almost always ends up in the wrong job or in no job at all.
Conseils et astuces de pro
After two years of daily use, here are the tips I’d give a new user.
Raccourcis clavier
| Action | Raccourci |
|---|---|
| Ouvrir la recherche globale | Ctrl + / |
| Create a new invoice | Alt + N |
| Save and add another | Ctrl + Maj + S |
| Jump back to dashboard | Alt + H |
Fonctionnalités cachées que la plupart des gens ignorent
- Factures récurrentes : Set them once and Sage raises them on schedule, which frees your morning for real work.
- Saved report layouts: Save a filtered report once, then repeat it each month with two clicks.
- Université Sage : Every plan includes a free course library plus a busy community forum where users post fixes.
Erreurs courantes à éviter selon Sage
Mistake #1: Forcing a Bank Match
❌ Faux : Matching a payment to the nearest invoice just to clear the screen.
✅ À droite : Park anything you cannot explain and ask before you post it.
Mistake #2: Skipping the Chart of Accounts
❌ Faux : Dumping every cost into one general expense code.
✅ À droite : Spend ten minutes setting codes so reports give you real clarity.
Mistake #3: Treating Setup as Optional
❌ Faux : Invoicing on day one with the wrong tax rates saved.
✅ À droite : Prepare your tax settings first, because fixing posted invoices is slow.
Dépannage Sage
Problem: Bank Feed Stopped Importing
Cause: Banks expire the connection every 90 days for security.
Réparer: Open Banking, click the account, and reconnect through your bank’s login screen.
Problem: Balance Sheet Does Not Balance
Cause: An opening balance was entered without a matching entry.
Réparer: Run the trial balance for your start date and correct the suspense account.
Problem: Invoice Emails Land in Spam
Cause: Your domain has not been verified inside Sage.
Réparer: Add the SPF record Sage gives you, then send yourself a test invoice.
📌 Note: If none of these fix your issue, contact Sage support or leave a comment below with what you’re seeing.
Qu'est-ce que Sage ?
Sage is an accounting tool that records your money, matches your bank, and files your tax returns.
Think of it like a filing cabinet that adds up as you drop things in.
Regardez ce bref aperçu :
Il comprend les fonctionnalités clés suivantes :
- Des rapports financiers plus intelligents : Profit, loss, and cash flow reports built from live data.
- Comptabilité multidevises : Invoice in one currency and report in another automatically.
- Gestion des stocks : Live stock counts that update as you invoice and buy.
- Archivage numérique : Snap, upload, and attach receipts to the right transaction.
- Rapprochement bancaire : Bank feeds that match themselves against your entries.
- Rapport de bilan : A live view of assets, liabilities, and equity.
- Sage Copilot : An AI helper that answers questions inside your accounts.
- Gestion avancée des stocks : Multi-location stock, batch numbers, and reorder rules.
- Gestion de projet : Job-level costing so you know which work pays.
Pour une analyse complète, consultez notre Avis Sage.
Tarification Sage
Voici le prix de Sage en 2026 :
| Plan | Prix | Idéal pour |
|---|---|---|
| Comptable individuel | Gratuit | Testing the app before you commit |
| Comptable individuel | 7 £/mois | Sole traders with simple books |
| Début de la comptabilité | 18 £/mois | Small businesses that need reports and stock |
Essai gratuit : Yes, 30 days with no card required.
Garantie de remboursement : No, but plans are monthly and you can cancel anytime.
💰 Meilleur rapport qualité-prix : Accounting Start — it adds the reporting and inventory tools most owners need within a year.
Sage contre les alternatives
Comment Sage se compare-t-il ? Voici le contexte concurrentiel :
| Outil | Idéal pour | Prix | Notation |
|---|---|---|---|
| Sage | Stock and job costing | 7 $/mois | ⭐ 4.2 |
| QuickBooks | familiarité avec les comptables | 38 $/mois | ⭐ 4,4 |
| Xero | Facilité d'utilisation | 20 $/mois | ⭐ 4,4 |
| FreshBooks | Facturation des services | 21 $/mois | ⭐ 4,3 |
| Livres Zoho | Bon rapport qualité-prix | 20 $/mois | ⭐ 4,4 |
| Vague | Free basics | 0 $/mois | ⭐ 4.1 |
| Accélérer | Personal finances | 6 $/mois | ⭐ 3,9 |
| NetSuite | Enterprise finance | Coutume | ⭐ 4.0 |
Sélection rapide :
- Meilleur résultat global : Sage — depth on stock, projects, and reporting at a low price.
- Meilleur budget : Wave — free for invoicing if your needs stay simple.
- Idéal pour les débutants : FreshBooks — the shortest learning curve of the group.
- Idéal pour le commerce électronique : Synder — it connects sales channels without manual entry.
🎯 Alternatives à la sauge
Vous cherchez des alternatives à Sage ? Voici les meilleures options :
- 🚀 Dext : Pulls receipts and bills in fast, then pushes clean data to your ledger.
- 🧠 Docyt : IA comptabilité that codes transactions for you and closes books faster.
- 🌟 Xero : The closest rival on features, with a friendlier interface and a big app store.
- ⚡ Fin de mois facile: Built for one job only: getting the month-end close finished on time.
- 🔧 Puzzle IO: Made for startups that want real-time accounting without a bookkeeper.
- 💼 Livres Zoho : Strong value if you already run other Zoho apps across your business.
- 📊 Synder : Best if most of your sales come through Stripe, Shopify, or PayPal.
- 🎨 Rafraîchis-moi : Léger comptabilité aimed at freelancers who hate heavy software.
- 💰 Vague: Free invoicing and accounting for very small businesses on a tight budget.
- 🏠 Accélérer: Better for personal and de location finances than for company books.
- 🔗 Hubdoc: Fetches statements and bills automatically, then files them for you.
- ✈️ Expensify: Handles employee expense claims and card spend better than most rivals.
- ⭐ QuickBooks : The most popular pick, with the widest pool of accountants who know it.
- 📄 Saisie automatique: Turns paper and PDF documents into ledger entries with little typing.
- 👶 FreshBooks : The easiest option for beginners billing by the hour or by project.
- 🏢 NetSuite : Full enterprise finance for companies that have outgrown small-business tools.
Pour la liste complète, consultez notre Alternatives à la sauge guide.
⚔️ Comparaison de la sauge
Voici comment Sage se compare à chacun de ses concurrents :
- Sage contre Dext: Dext captures paperwork better, but it needs a ledger behind it. Sage is the ledger.
- Sage contre Docyt: Docyt automates coding more aggressively. Sage gives you more control over the chart of accounts.
- Sage contre Xero: Xero feels friendlier on day one. Sage wins on inventory depth and payroll in the UK.
- Sage vs Easy Fin de mois: Easy Month End only closes the books. Sage runs the whole finance function.
- Sage contre Puzzle IO: Puzzle suits venture-backed startups. Sage suits commerce businesses that hold stock.
- Sage contre Zoho Books: Zoho is cheaper and tidier. Sage has deeper reporting and stronger accountant support.
- Sage contre Snyder: Synder is better for ecommerce sync. Sage is better as the system of record.
- Sage contre RefreshMe: RefreshMe is simpler for solo work. Sage scales when you hire staff.
- Sage contre vague: Wave costs nothing but stops at basics. Sage grows with multi-currency and inventory.
- Sage contre Quicken: Quicken is built for household money. Sage is built for business compliance.
- Sage vs Hubdoc: Hubdoc only fetches documents. Sage records, reconciles, and reports on them.
- Sage contre Expensify: Expensify beats Sage on staff expense claims. Sage beats it everywhere else.
- Sage contre QuickBooks: QuickBooks has a smoother interface. Sage handles complex stock and job costing better.
- Sage vs AutoEntry: AutoEntry is a data-entry helper, not a ledger. It feeds Sage rather than replacing it.
- Sage contre FreshBooks: FreshBooks is easier for service invoicing. Sage is stronger for product businesses.
- Sage contre NetSuite: NetSuite offers more at enterprise scale. Sage costs a fraction of the price.
Commencez à utiliser Sage dès maintenant
Vous avez appris à utiliser toutes les principales fonctionnalités de Sage :
- ✅ Des rapports financiers plus intelligents
- ✅ Comptabilité multidevises
- ✅ Gestion des stocks
- ✅ Archivage numérique
- ✅ Rapprochement bancaire
- ✅ Rapport de bilan
- ✅ Sage Copilot
- ✅ Gestion avancée des stocks
- ✅ Gestion de projet
Étape suivante : Choisissez une fonctionnalité et essayez-la dès maintenant.
La plupart des gens commencent par consulter Smarter Financial Reports.
Cela prend moins de cinq minutes.
Nothing bad happens if you get a step wrong, because any entry can be edited or deleted.
Foire aux questions
Comment utiliser correctement la sauge ?
In the app, link your bank first, then post invoices and reconcile weekly. With the herb, chop fresh sage into butter sauces or burn a dried bundle to clear a room.
Puis-je apprendre la sagesse par moi-même ?
Yes. Most owners learn the basics in a weekend using free Sage University tutorials, the community forum, and step-by-step guides like this one.
Comment utiliser Sage en tant que débutant ?
Create your account, set your financial year and tax rates, link your bank, then raise one test invoice. Reconcile it before you enter real trading data.
Is Sage logiciel de comptabilité easy to use?
It is straightforward once setup is done. The dashboard and mobile app are simple, though inventory and project costing take a little practice.
Combien de temps faut-il pour apprendre la comptabilité Sage ?
Expect two to three hours for daily tasks like invoicing and bank matching. Reports and inventory control usually take a couple of months of real use.
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