Before you start

Ensure you've set up Sage Copilot, or been given permission to access it by the Manager user.

Accessing Sage Copilot

To open Sage Copilot, select the Copilot Insights button at the top of the program:

You'll find Copilot insights in:

• Customers
• Suppliers
• Products and services
• Nominal codes
• Transactions

View your insights

When you open Copilot, you'll see the insights for the program module you've got open.

View enhanced insights and data

Copilot can give you more information about your business performance, and suggest actions to fix issues. To find out more, select an option below:

• Sage Copilot - Report Analysis
• Sage Copilot - Profitability
• Sage Copilot - Debt Management
• Sage Copilot - Anomaly Detection
• Sage Copilot - Inventory Management