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SAGE Charities software

  • Member PM.Dip
  • Practice Licence
  • 63 posts
  • # 115968

Hi All

I have a new client who is using SAGE charities software. I haven't used this particular SAGE software before so wondered if any fellow bookkeepers had any experience of using it and could offer any tips/advice please?

The charity are just getting to grips with SAGE and have asked me to help them with general bookkeeping but also to assist in setting budgets/adding fund tracking etc and producing management reports.

I'm not sure how correctly they are inputting data (part of my task) so I would like to check that they have set the software up correctly and also advise them on how to get the most from the SAGE package they have.

Any advice/tips would be gratefully received!

Many thanks



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