快速入门
本指南涵盖了Sage的所有功能：
- 入门 — 创建账户和基本设置
- 如何使用更智能的财务报告 — Build profit and cash flow reports in a few clicks
- 如何使用多币种会计 — Invoice and get paid by customers around the world
- 如何使用库存管理 — Track stock levels and keep control over every item you hold
- 如何使用数字记录保存 — Store receipts and invoices without chasing paper at year end
- 如何使用银行对账 — Match your bank lines to your books in minutes instead of hours
- 如何使用资产负债表报告 — See a clear picture of what your business owns and owes
- 如何使用 Sage Copilot — Ask plain questions about your books and get answers instantly
- 如何使用高级库存管理 — Handle stock across several locations with batch tracking
- 如何使用项目管理 — Track cost, time, and profit for each job you take on
所需时间： 每部影片 5 分钟
本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案
为什么信任本指南
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.
贤者是最强大的人之一。 会计 目前已有的应用程序。
But most people only ever touch invoices and bank feeds.
本指南将向您展示如何使用所有主要功能。
一步一步教你，附带截图和专业技巧。
If you searched how to use sage hoping for the herb, skip to the What is Sage section below.
Sage教程
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.
圣人
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.
Sage入门指南
使用任何功能之前，请先完成此一次性设置。
大约需要三分钟。
Here is what my own first week with the app looked like:
现在让我们一步一步来。
第一步：创建您的帐户
Go to Sage’s website and click Start Free Trial.
请输入您的电子邮件地址并创建密码。
✓ 检查点： 检查你的 收件箱 请发送确认邮件。
Step 2: Open the App on Web or Mobile
Sage runs in any browser, with free apps for iOS and 安卓.
使用您的新帐户信息登录。
这就是它的样子：
✓ 检查点： You should land on the main dashboard.
步骤 3：完成初始设置
请输入您的 商业 name, financial year end, and tax registration details.
Then link your bank so transactions start to flow in.
✅ 完成： 您已准备好使用以下任何功能。
如何使用 Sage Smarter Financial Reports
更智能的财务报告 lets you build profit, loss, and cash flow reports in a few clicks.
以下是使用步骤。
Step 1: Open the Reporting Menu
Sign in and click 报告 在顶部导航栏中。
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： You have a report that shows exactly where the money went.
💡 专业提示： Run your profit report every Monday morning, not once a quarter. Small errors are easier to fix while you still remember the transaction.
如何使用 Sage 多币种会计软件
多币种会计 lets you invoice and get paid by customers around the world without manual maths.
以下是使用步骤。
第一步：开启多币种功能
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Exchange gains and losses now post to your ledger on their own.
💡 专业提示： 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
库存管理 lets you track stock levels and keep control over every item you hold.
以下是使用步骤。
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Stock levels now drop and rise on their own as you trade.
💡 专业提示： 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
数字记录保存 lets you store receipts and invoices without chasing paper at year end.
以下是使用步骤。
步骤 1：打开移动应用
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Every receipt now sits attached to the entry it belongs to.
💡 专业提示： 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.
如何使用 Sage 银行对账
银行对账 lets you match your bank lines to your books in minutes instead of hours.
以下是使用步骤。
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Your bank balance and your Sage balance finally agree.
💡 专业提示： 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.
如何使用 Sage 资产负债表报告
资产负债表报告 lets you see a clear picture of what your business owns and owes.
以下是使用步骤。
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.
这就是它的样子：
✓ 检查点： 总资产应等于负债加所有者权益。
Step 3: Compare Two Periods
Tick the comparison box to show last year beside this year.
✅ 结果： You can now explain any number on the page in one click.
💡 专业提示： 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
圣贤副驾驶 lets you ask plain questions about your books and get answers without building a report.
以下是使用步骤。
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.
这就是它的样子：
✓ 检查点： Copilot should reply with figures from your own data.
步骤三：根据答案采取行动
Use the suggested chase list or drill into the detail.
✅ 结果： You get a straight answer without learning report syntax.
💡 专业提示： 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
高级库存管理 lets you handle stock across several locations with batch and serial tracking.
以下是使用步骤。
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.
这就是它的样子：
✓ 检查点： Each item should show a quantity per location.
Step 3: Set Batch or Serial Tracking
Turn tracking on for items you need to trace.
✅ 结果： You can trace any unit back to the batch it arrived in.
💡 专业提示： 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
项目管理 lets you track cost, time, and profit for each job you take on.
以下是使用步骤。
步骤 1：创建项目
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： You can see which jobs make money and which quietly lose it.
💡 专业提示： 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 专业技巧和快捷方式
After two years of daily use, here are the tips I’d give a new user.
键盘快捷键
| 行动 | 捷径 |
|---|---|
| 打开全局搜索 | Ctrl + / |
| Create a new invoice | Alt + N |
| Save and add another | Ctrl + Shift + S |
| Jump back to dashboard | Alt + H |
大多数人错过的隐藏功能
- 定期发票： 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.
- 圣贤大学： Every plan includes a free course library plus a busy community forum where users post fixes.
避免常犯的错误
Mistake #1: Forcing a Bank Match
❌ 错误： Matching a payment to the nearest invoice just to clear the screen.
✅ 右图： Park anything you cannot explain and ask before you post it.
Mistake #2: Skipping the Chart of Accounts
❌ 错误： Dumping every cost into one general expense code.
✅ 右图： Spend ten minutes setting codes so reports give you real clarity.
Mistake #3: Treating Setup as Optional
❌ 错误： Invoicing on day one with the wrong tax rates saved.
✅ 右图： Prepare your tax settings first, because fixing posted invoices is slow.
Sage故障排除
Problem: Bank Feed Stopped Importing
原因： Banks expire the connection every 90 days for security.
使固定： Open Banking, click the account, and reconnect through your bank’s login screen.
Problem: Balance Sheet Does Not Balance
原因： An opening balance was entered without a matching entry.
使固定： Run the trial balance for your start date and correct the suspense account.
Problem: Invoice Emails Land in Spam
原因： Your domain has not been verified inside Sage.
使固定： Add the SPF record Sage gives you, then send yourself a test invoice.
📌 笔记： If none of these fix your issue, contact Sage support or leave a comment below with what you’re seeing.
什么是Sage？
圣人 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.
观看这段快速概览：
它包含以下主要特点：
- 更智能的财务报告： Profit, loss, and cash flow reports built from live data.
- 多币种会计： Invoice in one currency and report in another automatically.
- 库存管理： Live stock counts that update as you invoice and buy.
- 数字记录保存： Snap, upload, and attach receipts to the right transaction.
- 银行对账： Bank feeds that match themselves against your entries.
- 资产负债表报告： A live view of assets, liabilities, and equity.
- 智者副驾驶： An AI helper that answers questions inside your accounts.
- 高级库存管理： Multi-location stock, batch numbers, and reorder rules.
- 项目管理： Job-level costing so you know which work pays.
如需完整评测，请参阅我们的 圣人评论.
Sage定价
以下是 Sage 在 2026 年的成本：
| 计划 | 价格 | 最适合 |
|---|---|---|
| 会计人员 | 自由的 | Testing the app before you commit |
| 会计人员 | 每月7英镑 | Sole traders with simple books |
| 会计入门 | 每月18英镑 | Small businesses that need reports and stock |
免费试用： Yes, 30 days with no card required.
退款保证： No, but plans are monthly and you can cancel anytime.
💰 性价比最高： Accounting Start — it adds the reporting and inventory tools most owners need within a year.
Sage 与其他方案
Sage 与其他公司相比如何？以下是竞争格局：
| 工具 | 最适合 | 价格 | 等级 |
|---|---|---|---|
| 圣人 | Stock and job costing | 每月7美元 | ⭐ 4.2 |
| QuickBooks | 会计师熟悉程度 | 每月 38 美元 | ⭐ 4.4 |
| Xero | 易用性 | 每月 20 美元 | ⭐ 4.4 |
| FreshBooks | 服务发票 | 每月 21 美元 | ⭐ 4.3 |
| Zoho Books | 物有所值 | 每月 20 美元 | ⭐ 4.4 |
| 海浪 | Free basics | 每月 0 美元 | ⭐ 4.1 |
| 加速 | Personal finances | 每月6美元 | ⭐ 3.9 |
| NetSuite | Enterprise finance | 风俗 | ⭐ 4.0 |
快速精选：
- 综合最佳： Sage — depth on stock, projects, and reporting at a low price.
- 最佳预算： Wave — free for invoicing if your needs stay simple.
- 最适合初学者： FreshBooks — the shortest learning curve of the group.
- 最适合电子商务： Synder — it connects sales channels without manual entry.
🎯 Sage Alternatives
正在寻找 Sage 的替代方案？以下是一些最佳选择：
- 🚀 右手： Pulls receipts and bills in fast, then pushes clean data to your ledger.
- 🧠 Docyt： 人工智能 簿记 that codes transactions for you and closes books faster.
- 🌟 Xero： The closest rival on features, with a friendlier interface and a big app store.
- ⚡ 轻松月末: 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.
- 📊 辛德： Best if most of your sales come through Stripe, Shopify, or PayPal.
- 🎨 RefreshMe： 轻的 簿记 aimed at freelancers who hate heavy software.
- 💰 海浪： Free invoicing and accounting for very small businesses on a tight budget.
- 🏠 加速： Better for personal and 租赁 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.
- 📄 自动输入: 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.
完整列表请参见我们的 Sage 的替代方案 指导。
⚔️ 鼠尾草对比
以下是Sage与各竞争对手的对比：
- 贤者对灵巧: Dext captures paperwork better, but it needs a ledger behind it. Sage is the ledger.
- 圣贤者对战 多西特: Docyt automates coding more aggressively. Sage gives you more control over the chart of accounts.
- Sage 对比 Xero: Xero feels friendlier on day one. Sage wins on inventory depth and payroll in the UK.
- Sage 与 Easy 月末结算: Easy Month End only closes the books. Sage runs the whole finance function.
- Sage vs Puzzle IO: Puzzle suits venture-backed startups. Sage suits 贸易 businesses that hold stock.
- Sage 和 Zoho Books 的比较: Zoho is cheaper and tidier. Sage has deeper reporting and stronger accountant support.
- 贤者 vs 辛德: Synder is better for ecommerce sync. Sage is better as the system of record.
- Sage vs RefreshMe: RefreshMe is simpler for solo work. Sage scales when you hire staff.
- 贤者对战浪潮: Wave costs nothing but stops at basics. Sage grows with multi-currency and inventory.
- Sage 对阵 Quicken: Quicken is built for household money. Sage is built for business compliance.
- Sage 与 Hubdoc: Hubdoc only fetches documents. Sage records, reconciles, and reports on them.
- Sage 与 Expensify 的比较: Expensify beats Sage on staff expense claims. Sage beats it everywhere else.
- Sage 与 QuickBooks 对比: QuickBooks has a smoother interface. Sage handles complex stock and job costing better.
- Sage 与 AutoEntry 对比: AutoEntry is a data-entry helper, not a ledger. It feeds Sage rather than replacing it.
- Sage 与 FreshBooks 的比较: FreshBooks is easier for service invoicing. Sage is stronger for product businesses.
- Sage 与 NetSuite: NetSuite offers more at enterprise scale. Sage costs a fraction of the price.
立即开始使用 Sage
你已经学会了如何使用Sage的所有主要功能：
- ✅ 更智能的财务报告
- ✅ 多币种会计
- ✅ 库存管理
- ✅ 数字记录保存
- ✅ 银行对账
- ✅ 资产负债表报告
- ✅ Sage Copilot
- ✅ 高级库存管理
- ✅ 项目管理
下一步： 选择一项功能，立即试用。
大多数人都是从 Smarter Financial Reports 开始的。
只需不到五分钟。
Nothing bad happens if you get a step wrong, because any entry can be edited or deleted.
常见问题解答
如何正确使用鼠尾草？
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.
我可以自学圣贤之道吗？
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.
初学者如何使用Sage？
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 会计软件 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.
学习Sage会计软件需要多长时间？
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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