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7/29/2019 How to Use SageOne
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How to Use
SageOne
By: Maureen Magda Gumba
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GO TO:
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Click one to choose your
location.
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Click Continue.
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Click Start your free trial.
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Type your first name.
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Type your last name.
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Type your email address.
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Type billingboss60to extend your
trial to 90 days.
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Then, click Get Started.
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This appears with your email address
and name on it.
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Type a password.
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Type the password once again.
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Now, select a security question.
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Enter your answer.
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Select another security question.
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Type your answer.
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Select the third security question.
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Type your answer.
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Type the two words you see.
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Click on the terms and conditions box.
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Then click Register.
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You will receive this.
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So, open the email sent by SageOne.
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Click confirm your account.
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Congratulations! You now have anaccount with SageOne!
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Click Log into Sage Oneto start.
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Type your email address.
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Then enter your password.
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Then, click Sign In.
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WELCOME!!! Time to get started!
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First, create a project.
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Click on Start a Project.
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This is a project form.
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Click this.
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Click Add a new client.
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Type your clients email address.
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Then fill up any of the remaininginformation.
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Example: Summit Bagsfor thebusiness name.
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Then, click Save contact.
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Type a name for the project.
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Briefly provide a description.
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Click the drop down arrow for status.
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Click Add or Edit Status.
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Click New status.
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Type any to describe the status of the
project.
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Example: on-going
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Then click OK.
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Click the calendar icon to set the due
date.
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Click one to set it as due date.
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Then, enter the estimated hoursneeded to complete the project.
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Enter an estimated cost for the projects
expenses.
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Enter the estimated value of the servicesyou will provide.
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Click Create projectto save.
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The projects details are summarized.
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Now, create a task involved in the
project.
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Click Tasks.
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Click add a task.
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Name the task needed for the project.
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Click the drop down arrow to assign the
task.
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Choose Meif you will complete the
task, yourself.
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Since you only have one project at the
moment
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it is already indicated here.
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Click the calendar icon to set the due
date.
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Then just click on your desired due date.
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Add a description for the task.
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Enter how much time was already
spent on the task.
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Example: 16 hours.
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If the project is not yet completed
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Just let this be No.
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Click Attach filesto attach some.
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Then click Add task to save your work.
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Now, the task has been successfully
added!
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If the task has already been completed
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click the task to edit it.
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Then make the necessary adjustments.
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Example: Indicate now the total time
spent.
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From 16to 20: Four hours added.
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Then click the left side of Completed.
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Completed!!!
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Again, click Save taskto save the
changes made.
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The task is now updated!
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Time to create invoice and bill theclient!
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Click the MoneyTab.
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Click Create an Invoice.
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Or click Create an invoice now.
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To start, click the drop down arrow.
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Select the business name.
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Click the drop down arrow on Project.
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Select the project.
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Enter the Purchase Ordernumber.
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Type a number for the invoice.
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You may enter 1 since this is the firstinvoice.
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Click on the calendar icon to enterissue date.
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Select one.
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Due date is preset at 30 days after issuedate.
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But you can change this.
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Click the calendar icon.
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Then, select your preferred due date.
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Then, provide details.
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To make it easier, just click Add billabletasks.
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Click the check box beside the task.
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Click Add tasks.
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Enter your billing rate on the Price box.
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Subtotal will be automatically calculated.
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Click this if it is taxable.
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If not, just leave it blank.
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Scroll down to find this.
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You can type other invoice details onthis box.
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When you are done, click Save& Preview.
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This is now how the invoice looks like.
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Scroll down to see more of it.
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Click Attach to email.
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Click Send Invoice.
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INVOICE SENT!
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Thats it!
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So, if you need a billingmanager,
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SageOne might prove to bejust the one for you!!!
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