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CashFlow & Project management in Sage

  • 28 posts
  • # 107267

Good morning all,


Is is there a report or reports in Sage that will help predict cash flow for a defined period?  Is there anything that needs to be input prior to generating a report e.g as recurring transactions?

Also, does anyone know if Sage Instant Accounts does projects, and is there a maximum number of projects that you can make in the system? If so, is it the case that if/when you clear the audit trail the projects would also be cleared? I assume projects can be used for job costing (e.g expenses and income from plastering a house). 


Thank you


  • Affiliate
  • 10 posts
  • # 117445

Hi Janine

I wondered if you ever got (or found) an answer to the issue of how to use Sage to run a cashflow projection please?

I'm hoping there is a way to produce cashflow projections using Sage, or at the very least via reading the data straight off Sage. I would like to think it is possible to use the data one's already input, rather than having to re-input it into i.e. Excel ?!

Perhap you, or anyone else reading this has a view on this

Many thanks for any help you can offer


PS I looked into Sage Forecasting, but it is not compatible with Office 365

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