Using the mobile app

Our mobile app keeps you connected to your accounts on the go. Stay updated and synced with the web version effortlessly.

• The mobile app is free to download from our website or the IOS or Android app stores
• Use your existing Sage account to sign in 

Quickly create records for customers and suppliers from the contact details held on your phone. contact.

Simply choose which contacts to import and whether they're customers or suppliers.

1. From the Overview, choose View All from the Contacts section.
2. Select the plus button  at the bottom of the screen.
3. Choose Import from phone.

4. After importing, edit the contact to include Business Details like VAT registration number or payment and credit terms.

Create bank accounts

The mobile app only allows creating current accounts. Use the web app to create any other bank account.

1. From Banking, select New.
2. Enter the details of your bank account.
3. Save.

 NOTE: You can't use bank feeds with the Mobile App. 

Create sales invoices

 NOTE: You can't create a Sales Invoices in foreign currency using the Mobile App. 

1. From the Overview, choose New Invoice from the Sales section.
2. Select a customer then choose ADD ITEM.
3. Add a description, price and ledger account or select an existing product or service and SAVE.
4. Next select the Quote or Invoice date and set the Expiry/Due Date.
5. Add any Notes you want.
6. Write your Terms & Conditions.
7. Click Save in the top right-hand corner.

Capture images to attach to receipts and payments

1. Select Receipts and Payments.
2. Choose Other Receipt.
3. Fill in the receipt details.
4. Select Add Attachment.
5. Select Add Image.
6. Select Camera.
7. Take a picture of the receipt to attach the image to the transaction.
8. Tap Save in the top right-hand corner.

Record money in or money out

1. Choose Payments and Receipts, then Other Payment or Other Receipt.
2. Enter the Details, Amount, VAT rate and Ledger Account.
3. If the money received needs splitting over multiple ledger accounts, choose ADD LINE. 
   Enter the details and amount and Save.
4. Add an attachment such as a photo of the receipt if needed.
5. Choose Save in the top right-hand corner.

Transfer between bank accounts

1. Choose Payments and Receipts, then Transfer.
2. Enter the amount.
3. Choose the bank accounts the pay money Paid from and Paid into.
4. Choose Save in the top right-hand corner.

Manage your profile

1. Choose Profile.
2. Choose EDIT from the top-right corner.
3. Update your email address, address and telephone numbers. You can't change your business here.

Sign out

1. From Settings, choose to Sign Out.
2. Confirm you want to sign out.

System requirements