Snelstart
Deze handleiding behandelt alle functies van Sage:
- Aan de slag — Account aanmaken en basisinstellingen
- Hoe u slimmer gebruik kunt maken van financiële rapporten — Build profit and cash flow reports in a few clicks
- Hoe gebruik je boekhouding in meerdere valuta? — Invoice and get paid by customers around the world
- Hoe voorraadbeheer te gebruiken — Track stock levels and keep control over every item you hold
- Hoe digitale archivering te gebruiken — Store receipts and invoices without chasing paper at year end
- Hoe bankafstemming te gebruiken — Match your bank lines to your books in minutes instead of hours
- Hoe gebruik je een balansrapport? — See a clear picture of what your business owns and owes
- Hoe Sage Copilot te gebruiken — Ask plain questions about your books and get answers instantly
- Hoe gebruik je geavanceerd voorraadbeheer? — Handle stock across several locations with batch tracking
- Hoe projectmanagement te gebruiken — Track cost, time, and profit for each job you take on
Benodigde tijd: 5 minuten per film
Ook in deze handleiding: Professionele tips | Veelgemaakte fouten | Probleemoplossing | Prijzen | Alternatieven
Waarom zou je deze gids vertrouwen?
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.
Salie is een van de krachtigste. boekhouding Apps die vandaag beschikbaar zijn.
But most people only ever touch invoices and bank feeds.
Deze handleiding laat u zien hoe u alle belangrijke functies kunt gebruiken.
Stap voor stap, met screenshots en professionele tips.
If you searched how to use sage hoping for the herb, skip to the What is Sage section below.
Sage-handleiding
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.
Verstandig
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.
Aan de slag met Sage
Voordat u een functie kunt gebruiken, moet u deze eenmalige installatie voltooien.
Het duurt ongeveer drie minuten.
Here is what my own first week with the app looked like:
Laten we nu elke stap eens doornemen.
Stap 1: Maak uw account aan
Go to Sage’s website and click Start Free Trial.
Voer uw e-mailadres in en maak een wachtwoord aan.
✓ Controlepunt: Controleer uw inbox voor een bevestigingsmail.
Step 2: Open the App on Web or Mobile
Sage runs in any browser, with free apps for iOS and Android.
Log in met uw nieuwe accountgegevens.
Zo ziet het eruit:
✓ Controlepunt: You should land on the main dashboard.
Stap 3: Voltooi de eerste installatie
Voer uw in bedrijf name, financial year end, and tax registration details.
Then link your bank so transactions start to flow in.
✅ Klaar: Je bent klaar om een van de onderstaande functies te gebruiken.
Hoe gebruik je Sage Smarter financiële rapporten?
Slimmere financiële rapporten lets you build profit, loss, and cash flow reports in a few clicks.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Step 1: Open the Reporting Menu
Sign in and click Rapportage in de bovenste navigatiebalk.
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: You have a report that shows exactly where the money went.
💡 Pro-tip: Run your profit report every Monday morning, not once a quarter. Small errors are easier to fix while you still remember the transaction.
Hoe gebruik je Sage Multi-Currency Accounting?
Boekhouding in meerdere valuta lets you invoice and get paid by customers around the world without manual maths.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Schakel meerdere valuta in
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Exchange gains and losses now post to your ledger on their own.
💡 Pro-tip: 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
Voorraadbeheer lets you track stock levels and keep control over every item you hold.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Stock levels now drop and rise on their own as you trade.
💡 Pro-tip: 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
Digitale archivering lets you store receipts and invoices without chasing paper at year end.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Step 1: Open the Mobile App
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Every receipt now sits attached to the entry it belongs to.
💡 Pro-tip: 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.
Hoe gebruik je Sage Bank Reconciliation?
Bankafstemming lets you match your bank lines to your books in minutes instead of hours.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Your bank balance and your Sage balance finally agree.
💡 Pro-tip: 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.
Hoe gebruik je het balansrapport van Sage?
Balansrapport lets you see a clear picture of what your business owns and owes.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: De totale activa moeten gelijk zijn aan de passiva plus het eigen vermogen.
Step 3: Compare Two Periods
Tick the comparison box to show last year beside this year.
✅ Resultaat: You can now explain any number on the page in one click.
💡 Pro-tip: 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.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: Copilot should reply with figures from your own data.
Stap 3: Handel naar het antwoord
Use the suggested chase list or drill into the detail.
✅ Resultaat: You get a straight answer without learning report syntax.
💡 Pro-tip: 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
Geavanceerd voorraadbeheer lets you handle stock across several locations with batch and serial tracking.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: Each item should show a quantity per location.
Step 3: Set Batch or Serial Tracking
Turn tracking on for items you need to trace.
✅ Resultaat: You can trace any unit back to the batch it arrived in.
💡 Pro-tip: 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
Projectmanagement lets you track cost, time, and profit for each job you take on.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Een project aanmaken
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: You can see which jobs make money and which quietly lose it.
💡 Pro-tip: 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.
Sage Pro-tips en sneltoetsen
After two years of daily use, here are the tips I’d give a new user.
Toetsenbord sneltoetsen
| Actie | Snelkoppeling |
|---|---|
| Wereldwijd zoeken openen | Ctrl + / |
| Create a new invoice | Alt + N |
| Save and add another | Ctrl + Shift + S |
| Jump back to dashboard | Alt + H |
Verborgen functies die de meeste mensen over het hoofd zien
- Terugkerende facturen: 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.
- Sage Universiteit: Every plan includes a free course library plus a busy community forum where users post fixes.
Veelgemaakte fouten van Sage die je moet vermijden
Mistake #1: Forcing a Bank Match
❌ Fout: Matching a payment to the nearest invoice just to clear the screen.
✅ Rechts: Park anything you cannot explain and ask before you post it.
Mistake #2: Skipping the Chart of Accounts
❌ Fout: Dumping every cost into one general expense code.
✅ Rechts: Spend ten minutes setting codes so reports give you real clarity.
Mistake #3: Treating Setup as Optional
❌ Fout: Invoicing on day one with the wrong tax rates saved.
✅ Rechts: Prepare your tax settings first, because fixing posted invoices is slow.
Probleemoplossing met Sage
Problem: Bank Feed Stopped Importing
Oorzaak: Banks expire the connection every 90 days for security.
Repareren: Open Banking, click the account, and reconnect through your bank’s login screen.
Problem: Balance Sheet Does Not Balance
Oorzaak: An opening balance was entered without a matching entry.
Repareren: Run the trial balance for your start date and correct the suspense account.
Problem: Invoice Emails Land in Spam
Oorzaak: Your domain has not been verified inside Sage.
Repareren: Add the SPF record Sage gives you, then send yourself a test invoice.
📌 Opmerking: If none of these fix your issue, contact Sage support or leave a comment below with what you’re seeing.
Wat is salie?
Verstandig 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.
Bekijk dit korte overzicht:
Het omvat de volgende belangrijke kenmerken:
- Slimmere financiële rapporten: Profit, loss, and cash flow reports built from live data.
- Boekhouding in meerdere valuta: Invoice in one currency and report in another automatically.
- Voorraadbeheer: Live stock counts that update as you invoice and buy.
- Digitale archivering: Snap, upload, and attach receipts to the right transaction.
- Bankafstemming: Bank feeds that match themselves against your entries.
- Balansrapport: A live view of assets, liabilities, and equity.
- Sage Copilot: An AI helper that answers questions inside your accounts.
- Geavanceerd voorraadbeheer: Multi-location stock, batch numbers, and reorder rules.
- Projectmanagement: Job-level costing so you know which work pays.
Voor een volledige recensie, zie onze Sage-recensie.
Salieprijzen
Dit zijn de kosten van Sage in 2026:
| Plan | Prijs | Het beste voor |
|---|---|---|
| Individuele boekhouder | Vrij | Testing the app before you commit |
| Individuele boekhouder | £7/maand | Sole traders with simple books |
| Boekhouding starten | £18/maand | Small businesses that need reports and stock |
Gratis proefperiode: Yes, 30 days with no card required.
Geld-terug-garantie: No, but plans are monthly and you can cancel anytime.
💰 Beste prijs-kwaliteitverhouding: Accounting Start — it adds the reporting and inventory tools most owners need within a year.
Salie versus alternatieven
Hoe verhoudt Sage zich tot de concurrentie? Dit is het concurrentielandschap:
| Hulpmiddel | Het beste voor | Prijs | Beoordeling |
|---|---|---|---|
| Verstandig | Stock and job costing | $7/maand | ⭐ 4.2 |
| QuickBooks | Bekendheid van de accountant | $38/maand | ⭐ 4.4 |
| Xero | Gebruiksgemak | $20/maand | ⭐ 4.4 |
| FreshBooks | Facturering van diensten | $21/maand | ⭐ 4.3 |
| Zoho Boeken | Goede prijs-kwaliteitverhouding | $20/maand | ⭐ 4.4 |
| Golf | Free basics | $0/maand | ⭐ 4.1 |
| Versnellen | Personal finances | $6/maand | ⭐ 3.9 |
| NetSuite | Enterprise finance | Aangepast | ⭐ 4.0 |
Snelle keuzes:
- Beste overall: Sage — depth on stock, projects, and reporting at a low price.
- Beste budget: Wave — free for invoicing if your needs stay simple.
- Het meest geschikt voor beginners: FreshBooks — the shortest learning curve of the group.
- Het meest geschikt voor e-commerce: Synder — it connects sales channels without manual entry.
🎯 Alternatieven voor salie
Op zoek naar alternatieven voor Sage? Dit zijn de beste opties:
- 🚀 Dext: Pulls receipts and bills in fast, then pushes clean data to your ledger.
- 🧠 Docyt: AI boekhouding that codes transactions for you and closes books faster.
- 🌟 Xero: The closest rival on features, with a friendlier interface and a big app store.
- ⚡ Gemakkelijke maandafsluiting: Built for one job only: getting the month-end close finished on time.
- 🔧 Puzzel IO: Made for startups that want real-time accounting without a bookkeeper.
- 💼 Zoho-boeken: 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.
- 🎨 RefreshMe: Lichtgewicht boekhouding aimed at freelancers who hate heavy software.
- 💰 Golf: Free invoicing and accounting for very small businesses on a tight budget.
- 🏠 Quicken: Better for personal and verhuur finances than for company books.
- 🔗 Hubdoc: Fetches statements and bills automatically, then files them for you.
- ✈️ Onkosten maken: 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.
- 📄 AutoEntry: 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.
Voor de volledige lijst, zie onze Alternatieven voor salie gids.
⚔️ Salie vergeleken
Hieronder een vergelijking van Sage met de concurrenten:
- Sage versus Dext: Dext captures paperwork better, but it needs a ledger behind it. Sage is the ledger.
- Salie versus Docyt: Docyt automates coding more aggressively. Sage gives you more control over the chart of accounts.
- Salie versus Xero: Xero feels friendlier on day one. Sage wins on inventory depth and payroll in the UK.
- Sage versus Easy Month End: Easy Month End only closes the books. Sage runs the whole finance function.
- Sage versus Puzzle IO: Puzzle suits venture-backed startups. Sage suits handel businesses that hold stock.
- Sage versus Zoho Books: Zoho is cheaper and tidier. Sage has deeper reporting and stronger accountant support.
- Sage versus Synder: Synder is better for ecommerce sync. Sage is better as the system of record.
- Sage versus RefreshMe: RefreshMe is simpler for solo work. Sage scales when you hire staff.
- Salie versus golf: Wave costs nothing but stops at basics. Sage grows with multi-currency and inventory.
- Salie versus Quicken: Quicken is built for household money. Sage is built for business compliance.
- Sage versus Hubdoc: Hubdoc only fetches documents. Sage records, reconciles, and reports on them.
- Sage versus Expensify: Expensify beats Sage on staff expense claims. Sage beats it everywhere else.
- Sage versus QuickBooks: QuickBooks has a smoother interface. Sage handles complex stock and job costing better.
- Sage versus AutoEntry: AutoEntry is a data-entry helper, not a ledger. It feeds Sage rather than replacing it.
- Sage versus FreshBooks: FreshBooks is easier for service invoicing. Sage is stronger for product businesses.
- Sage versus NetSuite: NetSuite offers more at enterprise scale. Sage costs a fraction of the price.
Begin nu met het gebruik van Sage.
Je hebt geleerd hoe je alle belangrijke functies van Sage kunt gebruiken:
- ✅ Slimmere financiële rapporten
- ✅ Boekhouding in meerdere valuta
- ✅ Voorraadbeheer
- ✅ Digitale archivering
- ✅ Bankafstemming
- ✅ Balansrapport
- ✅ Sage Copilot
- ✅ Geavanceerd voorraadbeheer
- ✅ Projectmanagement
Volgende stap: Kies één functie en probeer die nu uit.
De meeste mensen beginnen met Smarter Financial Reports.
Het duurt minder dan vijf minuten.
Nothing bad happens if you get a step wrong, because any entry can be edited or deleted.
Veelgestelde vragen
Hoe gebruik je salie op de juiste manier?
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.
Kan ik mezelf Sage leren?
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.
Hoe gebruik je Sage als beginner?
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 boekhoudsoftware 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.
Hoe lang duurt het om Sage-boekhoudsoftware te leren?
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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