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Questa guida illustra tutte le funzionalità di Sage:
- Iniziare — Creazione dell'account e configurazione di base
- Come utilizzare report finanziari più intelligenti — Build profit and cash flow reports in a few clicks
- Come utilizzare la contabilità multivaluta — Invoice and get paid by customers around the world
- Come utilizzare la gestione dell'inventario — Track stock levels and keep control over every item you hold
- Come utilizzare la tenuta dei registri digitali — Store receipts and invoices without chasing paper at year end
- Come utilizzare la riconciliazione bancaria — Match your bank lines to your books in minutes instead of hours
- Come utilizzare il report di bilancio — See a clear picture of what your business owns and owes
- Come utilizzare Sage Copilot — Ask plain questions about your books and get answers instantly
- Come utilizzare la gestione avanzata dell'inventario — Handle stock across several locations with batch tracking
- Come utilizzare la gestione dei progetti — Track cost, time, and profit for each job you take on
Tempo necessario: 5 minuti per ogni servizio
In questa guida troverete anche: Consigli professionali | Errori comuni | Risoluzione dei problemi | Prezzi | Alternative
Perché fidarsi di questa guida
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.
La salvia è una delle più potenti contabilità applicazioni disponibili oggi.
But most people only ever touch invoices and bank feeds.
Questa guida ti mostra come utilizzare tutte le principali funzionalità.
Passo dopo passo, con schermate e consigli da professionisti.
If you searched how to use sage hoping for the herb, skip to the What is Sage section below.
Tutorial di 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.
Saggio
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.
Guida introduttiva a Sage
Prima di utilizzare qualsiasi funzionalità, completa questa configurazione iniziale.
Ci vogliono circa tre minuti.
Here is what my own first week with the app looked like:
Ora analizziamo passo passo ciascuna fase.
Passaggio 1: crea il tuo account
Go to Sage’s website and click Start Free Trial.
Inserisci il tuo indirizzo email e crea una password.
✓ Punto di controllo: Controlla il tuo posta in arrivo per ricevere un'e-mail di conferma.
Step 2: Open the App on Web or Mobile
Sage runs in any browser, with free apps for iOS and Android.
Accedi con le tue nuove credenziali.
Ecco come si presenta:
✓ Punto di controllo: You should land on the main dashboard.
Passaggio 3: Completare la configurazione iniziale
Inserisci il tuo Attività commerciale name, financial year end, and tax registration details.
Then link your bank so transactions start to flow in.
✅ Fatto: Sei pronto per utilizzare una qualsiasi delle funzioni seguenti.
Come utilizzare i report finanziari intelligenti di Sage
Report finanziari più intelligenti lets you build profit, loss, and cash flow reports in a few clicks.
Ecco come usarlo passo dopo passo.
Step 1: Open the Reporting Menu
Sign in and click Segnalazione nella barra di navigazione superiore.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: You have a report that shows exactly where the money went.
💡 Consiglio da professionista: Run your profit report every Monday morning, not once a quarter. Small errors are easier to fix while you still remember the transaction.
Come utilizzare Sage Multi-Currency Accounting
Contabilità multivaluta lets you invoice and get paid by customers around the world without manual maths.
Ecco come usarlo passo dopo passo.
Passaggio 1: Attivare la funzione Multivaluta
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Exchange gains and losses now post to your ledger on their own.
💡 Consiglio da professionista: 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
Gestione dell'inventario lets you track stock levels and keep control over every item you hold.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Stock levels now drop and rise on their own as you trade.
💡 Consiglio da professionista: 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
Archiviazione digitale dei dati lets you store receipts and invoices without chasing paper at year end.
Ecco come usarlo passo dopo passo.
Passaggio 1: Apri l'app 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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Every receipt now sits attached to the entry it belongs to.
💡 Consiglio da professionista: 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.
Come utilizzare la riconciliazione bancaria di Sage
Riconciliazione bancaria lets you match your bank lines to your books in minutes instead of hours.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Your bank balance and your Sage balance finally agree.
💡 Consiglio da professionista: 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.
Come utilizzare il report di bilancio di Sage
Rapporto di bilancio lets you see a clear picture of what your business owns and owes.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: Il totale delle attività deve essere pari alla somma delle passività e del patrimonio netto.
Step 3: Compare Two Periods
Tick the comparison box to show last year beside this year.
✅ Risultato: You can now explain any number on the page in one click.
💡 Consiglio da professionista: 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.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: Copilot should reply with figures from your own data.
Passo 3: Agire in base alla risposta
Use the suggested chase list or drill into the detail.
✅ Risultato: You get a straight answer without learning report syntax.
💡 Consiglio da professionista: 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
Gestione avanzata dell'inventario lets you handle stock across several locations with batch and serial tracking.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: Each item should show a quantity per location.
Step 3: Set Batch or Serial Tracking
Turn tracking on for items you need to trace.
✅ Risultato: You can trace any unit back to the batch it arrived in.
💡 Consiglio da professionista: 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
Gestione del progetto lets you track cost, time, and profit for each job you take on.
Ecco come usarlo passo dopo passo.
Passaggio 1: Creare un progetto
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: You can see which jobs make money and which quietly lose it.
💡 Consiglio da professionista: 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.
Suggerimenti e scorciatoie di Sage Pro
After two years of daily use, here are the tips I’d give a new user.
Scorciatoie da tastiera
| Azione | Scorciatoia |
|---|---|
| Apri la ricerca globale | Presentare diapositive generate dall'intelligenza artificiale senza rivederne o modificarne il contenuto. |
| Create a new invoice | Alt + N |
| Save and add another | Ctrl + Maiusc + S |
| Jump back to dashboard | Alt + H |
Funzionalità nascoste che la maggior parte delle persone non nota
- Fatture ricorrenti: 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.
- Università Sage: Every plan includes a free course library plus a busy community forum where users post fixes.
Errori comuni da evitare secondo Sage
Mistake #1: Forcing a Bank Match
❌ Sbagliato: Matching a payment to the nearest invoice just to clear the screen.
✅ A destra: Park anything you cannot explain and ask before you post it.
Mistake #2: Skipping the Chart of Accounts
❌ Sbagliato: Dumping every cost into one general expense code.
✅ A destra: Spend ten minutes setting codes so reports give you real clarity.
Mistake #3: Treating Setup as Optional
❌ Sbagliato: Invoicing on day one with the wrong tax rates saved.
✅ A destra: Prepare your tax settings first, because fixing posted invoices is slow.
Risoluzione dei problemi di Sage
Problem: Bank Feed Stopped Importing
Causa: Banks expire the connection every 90 days for security.
Aggiustare: Open Banking, click the account, and reconnect through your bank’s login screen.
Problem: Balance Sheet Does Not Balance
Causa: An opening balance was entered without a matching entry.
Aggiustare: Run the trial balance for your start date and correct the suspense account.
Problem: Invoice Emails Land in Spam
Causa: Your domain has not been verified inside Sage.
Aggiustare: Add the SPF record Sage gives you, then send yourself a test invoice.
📌 Nota: If none of these fix your issue, contact Sage support or leave a comment below with what you’re seeing.
Cos'è la salvia?
Saggio 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.
Guarda questa breve panoramica:
Include le seguenti caratteristiche principali:
- Report finanziari più intelligenti: Profit, loss, and cash flow reports built from live data.
- Contabilità multivaluta: Invoice in one currency and report in another automatically.
- Gestione dell'inventario: Live stock counts that update as you invoice and buy.
- Archiviazione digitale dei dati: Snap, upload, and attach receipts to the right transaction.
- Riconciliazione bancaria: Bank feeds that match themselves against your entries.
- Rapporto di bilancio: A live view of assets, liabilities, and equity.
- Copilota Sage: An AI helper that answers questions inside your accounts.
- Gestione avanzata dell'inventario: Multi-location stock, batch numbers, and reorder rules.
- Gestione del progetto: Job-level costing so you know which work pays.
Per una recensione completa, consulta la nostra Recensione di Sage.
Prezzi Sage
Ecco quanto costa Sage nel 2026:
| Piano | Prezzo | Ideale per |
|---|---|---|
| Contabile individuale | Gratuito | Testing the app before you commit |
| Contabile individuale | 7 sterline al mese | Sole traders with simple books |
| Inizio contabilità | 18 sterline al mese | Small businesses that need reports and stock |
Prova gratuita: Yes, 30 days with no card required.
Garanzia di rimborso: No, but plans are monthly and you can cancel anytime.
💰 Miglior rapporto qualità-prezzo: Accounting Start — it adds the reporting and inventory tools most owners need within a year.
Salvia contro alternative
Come si posiziona Sage rispetto alla concorrenza? Ecco il panorama competitivo:
| Attrezzo | Ideale per | Prezzo | Valutazione |
|---|---|---|---|
| Saggio | Stock and job costing | $7/mese | ⭐ 4.2 |
| QuickBooks | Familiarità con il contabile | 38 dollari al mese | ⭐ 4.4 |
| Xero | Facilità d'uso | $20/mese | ⭐ 4.4 |
| FreshBooks | Fatturazione dei servizi | 21 dollari al mese | ⭐ 4.3 |
| Zoho Books | Rapporto qualità-prezzo | $20/mese | ⭐ 4.4 |
| Onda | Free basics | $0/mese | ⭐ 4.1 |
| Accelerare | Personal finances | 6 dollari al mese | ⭐ 3.9 |
| NetSuite | Enterprise finance | Costume | ⭐ 4.0 |
Scelte rapide:
- Il migliore in assoluto: Sage — depth on stock, projects, and reporting at a low price.
- Miglior budget: Wave — free for invoicing if your needs stay simple.
- Ideale per principianti: FreshBooks — the shortest learning curve of the group.
- Wix contro Shopify: Synder — it connects sales channels without manual entry.
🎯 Alternative alla salvia
Cerchi alternative a Sage? Ecco le migliori opzioni:
- 🚀 Destra: Pulls receipts and bills in fast, then pushes clean data to your ledger.
- 🧠 Docyt: intelligenza artificiale contabilità that codes transactions for you and closes books faster.
- 🌟 Xero: The closest rival on features, with a friendlier interface and a big app store.
- ⚡ Fine mese 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.
- 💼 Zoho Books: Strong value if you already run other Zoho apps across your business.
- 📊 Sinder: Best if most of your sales come through Stripe, Shopify, or PayPal.
- 🎨 Aggiornami: Leggero contabilità aimed at freelancers who hate heavy software.
- 💰 Onda: Free invoicing and accounting for very small businesses on a tight budget.
- 🏠 Accelerare: Better for personal and noleggio 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.
- 📄 Ingresso automatico: 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.
Per l'elenco completo, consultare il nostro Alternative alla salvia guida.
⚔️ Confronto tra salvia
Ecco come Sage si posiziona rispetto a ciascun concorrente:
- Sage contro Dext: Dext captures paperwork better, but it needs a ledger behind it. Sage is the ledger.
- Saggio contro Docyt: Docyt automates coding more aggressively. Sage gives you more control over the chart of accounts.
- Sage contro Xero: Xero feels friendlier on day one. Sage wins on inventory depth and payroll in the UK.
- Sage vs Easy Month End: Easy Month End only closes the books. Sage runs the whole finance function.
- Sage vs Puzzle IO: Puzzle suits venture-backed startups. Sage suits commercio businesses that hold stock.
- Sage contro Zoho Books: Zoho is cheaper and tidier. Sage has deeper reporting and stronger accountant support.
- Sage contro Synder: Synder is better for ecommerce sync. Sage is better as the system of record.
- Sage contro RefreshMe: RefreshMe is simpler for solo work. Sage scales when you hire staff.
- Sage vs Wave: Wave costs nothing but stops at basics. Sage grows with multi-currency and inventory.
- Sage contro Quicken: Quicken is built for household money. Sage is built for business compliance.
- Sage contro Hubdoc: Hubdoc only fetches documents. Sage records, reconciles, and reports on them.
- Sage contro Expensify: Expensify beats Sage on staff expense claims. Sage beats it everywhere else.
- Sage contro QuickBooks: QuickBooks has a smoother interface. Sage handles complex stock and job costing better.
- Sage contro AutoEntry: AutoEntry is a data-entry helper, not a ledger. It feeds Sage rather than replacing it.
- Sage contro FreshBooks: FreshBooks is easier for service invoicing. Sage is stronger for product businesses.
- Sage contro NetSuite: NetSuite offers more at enterprise scale. Sage costs a fraction of the price.
Inizia subito a usare Sage
Hai imparato a utilizzare tutte le principali funzionalità di Sage:
- ✅ Report finanziari più intelligenti
- ✅ Contabilità multivaluta
- ✅ Gestione dell'inventario
- ✅ Tenuta dei registri digitali
- ✅ Riconciliazione bancaria
- ✅ Rapporto di bilancio
- ✅ Sage Copilot
- ✅ Gestione avanzata dell'inventario
- ✅ Gestione del progetto
Passo successivo: Scegli una funzionalità e provala subito.
La maggior parte delle persone inizia con Smarter Financial Reports.
Ci vogliono meno di cinque minuti.
Nothing bad happens if you get a step wrong, because any entry can be edited or deleted.
Domande frequenti
Come si usa correttamente la salvia?
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.
Posso imparare a usare Sage da autodidatta?
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.
Come usare Sage per principianti?
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 software di contabilità 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.
Quanto tempo ci vuole per imparare a usare il software di contabilità 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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