Accounting updates

Sage Copilot, your AI-powered assistant, is now available at no extra charge for all users, meaning your whole team can access and explore the benefits.  

With Sage Copilot you can: 

• Get paid 7 days faster with automatic invoice chasing 
• Save 5 hours of admin per week with automated data entry 
• Submit VAT confidently with deadline alerts, error detection and direct submission to HMRC. 

You always stay in control. 

We've made it easier to stay on top of your customer relationships and keep your invoices accurate from creation to payment. 

• See a customer's outstanding balance the moment you select them on a new invoice 
• Invoice status is now colour-coded at a glance: green for paid, red for overdue 
• Put a customer on hold in a click, or add a disputed flag directly from the invoice 
• Navigation between invoices is now smoother and easier 

Your customer statements now do more: accurate, up to date and connected to your invoices. 

• Jump straight to an invoice from any statement view 
• Show or hide linked invoices as you go  
• Statements now match your own headings and branding 
• See exactly which links your customers are opening

Enabling bank transfers directly from the Quick Coding window eliminates the need to exit the quick coding flow to handle these types of transactions, allowing users to accurately match and categorise inter-account movements in real time. This reduces reconciliation errors, speeds up month-end processing, and improves confidence in quick coding as a solution for Accountants.

*Accountant only

Introducing Search within Quick Coding enables users to quickly filter and surface specific transactions, significantly reducing time spent scrolling and manually scanning high-volume feeds. 

This accelerates reconciliation throughput, improves workflow efficiency, and provides customers with a faster way to locate and act on individual transactions when needed.

*Accountant only

Reviewing and correcting your nominal accounts just got faster, with better navigation and broader access for your team. 

• Switch between nominal accounts directly from the detailed view 
• Admins can now send transactions to corrections, no need to involve your accountant

Quick Coding brings bulk transaction creation to bank feeds so professionals can process transactions at speed, with fewer clicks and less manual entry. It’s built to help practices scale efficiently during peak periods like quarterly submissions.  

By compressing processing time, firms can redirect effort to review, advice, and client value.

*Accountant only

You can easily complete and submit your quarterly updates in a few clicks, keeping you compliant.  

A guided MTD onboarding experience helps you understand what’s required, what’s connected, and what to do next, reducing uncertainty during setup. It’s designed to support MTD readiness and avoid last-minute compliance stress.

We’ve fixed an issue that could prevent admins from creating or copying accounting roles due to missing permission options. 

You can now view and select permissions as expected when setting up roles, making it easier to configure and manage access for your team. 

You can now use GoCardless on the Start plan, making it easier to collect payments by Direct Debit. This gives growing businesses access to a simple, reliable way to get paid — even for one-off invoices. 

Whether you’re collecting regular or variable payments, you can now take advantage of a low-cost, automated payment method without needing to upgrade, helping you get paid faster and with less admin. 

Your Home screen is now powered by real-time data, giving you a clearer view of what needs your attention as soon as you log in. 

We’ve made it easier to see and act on key tasks, with a more streamlined layout, Copilot-powered insights in the “Next up” section and reduced visual clutter so you can focus on what matters most.

Carbon Accounting has been added to all customer accounts. 

Track your carbon footprint, compare against competitors and win the trust of customers, all while scaling your business responsibly.

Global Nav v2 is a step closer to a unified, single Sage product experience. With new technical capabilities, we can now connect you to any product page from anywhere. This release helps you get to the jobs that matter most, while also giving you clear visibility of Sage’s full suite of offerings to support their business operations.

Feature Highlights:

• Enhanced Product Switching: Seamless switching with deep linking across the suite.
• Quick Create From Anywhere: Extending the reach of this popular feature.
• User Personalisation: Your first name now appears in the nav bar, with profile photos coming soon.
• Business Menu Improvements: Moved to the left following customer feedback, and now includes the option to ‘Add a business’.

Send statements to multiple customers in seconds, not hours, helping you chase outstanding balances faster and at scale. 

Send statements to multiple customers at once through bulk actions, helping you follow up on outstanding balances faster and with less effort. This is especially useful for businesses and practices managing larger customer lists. 

Batch actions make routine credit control more manageable and consistent.

Sales & Purchases insights now feel consistent, reliable, and integrated across the suite, giving you a smoother experience you can trust day to day.

You can now access Sales and Purchases insights directly within Sage Copilot in Sage Accounting, giving you a smoother, more reliable way to understand what’s happening across your business. These insights now feel consistent, trustworthy, and aligned, helping you confidently make decisions without jumping between pages or manually analysing data.

Generate supplier-ready documents instantly, removing manual workarounds while waiting for full purchase orders.

You can now print purchase invoices and use them as a supplier‑ready proxy document when ordering stock. This gives you a clear, professional, repeatable way to communicate order details while ensuring consistency across your purchasing process.

• Eliminates messy workarounds: No more re‑formatting information or creating makeshift documents just to place an order.
  
• Reduces errors and back‑and‑forth: Suppliers receive a clean, standardised document - improving clarity and reducing mistakes.
  
• Supports smoother stock ordering: Gives businesses a reliable interim solution until full purchase orders launch.

Get guided support on VAT decisions, turning complex rules into clear, actionable steps.

Preparing a VAT return is a repetitive, time‑consuming process -  especially for customers and accountants who must interpret complex VAT rules every month or quarter. Sage Copilot now supports users through this workflow, providing guided, contextual help that simplifies decisions and reduces the risk of errors.

• Clarifies complex rules: VAT can be complex, particularly when dealing with partial exemptions, mixed rates, or edge cases. Copilot translates these into simple, step‑by‑step guidance.
• Reduces effort: Because VAT returns follow the same pattern each period, intelligent assistance saves time and cuts down on manual checking.
• Increases confidence: Users know they are making the right decisions, supported by explanations and rationale along the way.
• Supports accountants at scale: Practices handling multiple client VAT cycles benefit from faster reviews and fewer follow‑up questions.

Automatically surface duplicates before they cause errors, reducing clean-up work later.

We’ve improved Sage Copilot so it can now detect potential duplicate transactions automatically, surfacing them before they create confusion, inaccuracies, or clean‑up work later on. This enhancement helps you keep your books tidy and reliable — without needing to hunt for issues yourself.

• Prevent errors early: Copilot flags duplicates as soon as they appear, reducing the risk of inflated balances or incorrect reporting.
• Save time on clean‑up: By catching issues upfront, you avoid the manual work of reviewing, correcting, or deleting duplicated entries later.
• Boost confidence in your data: Automatic detection helps ensure your financial records stay accurate and trustworthy.

You asked, we delivered - sort preferences on contact are now in alphabetical order, creating a more predictable and friction-free experience every time you log in.

We’ve improved how sorting and filtering works across Customers, Suppliers, and other data grids by ensuring your preferences are remembered every time you log back in. No more resetting filters or re‑sorting lists - your workspace now stays exactly how you left it.

This includes improvements to alphabetical ordering, making contact lists more predictable and easier to work with whenever you return.

Clear automated reminder disclosures reduce confusion and negative customer reactions, keeping payment conversations smooth.

Copilot now adds clear, standardised disclosure statements to all automated reminders, so recipients immediately understand why they are being contacted and what action is needed.

Automated reminders help ensure VAT returns are submitted on time, reducing penalties and compliance stress.

Copilot reminders alert you when VAT deadlines are approaching or missed, helping reduce the risk of penalties and last-minute filing stress. These reminders are designed to keep you compliant with minimal effort.

Proactive nudges help users stay on track without needing to manually track dates or deadlines.

Build in VAT threshold reminder Insights into the accounting software, providing automated alerts when businesses approach or exceed the VAT registration threshold, Flat Rate Scheme threshold, or Cash Accounting Scheme threshold.

Benefits:

1. Proactive compliance management.
2. Reduced administrative burden for business owners and accountants.
3. Timely actions to ensure adherence to VAT regulations.

Accept payments on the spot using your phone, speeding up cash collection without extra hardware or reconciliation work.

You can now accept card payments directly from your mobile device using Stripe’s Tap to Pay technology. This means you can collect payments instantly — wherever you are — without card readers, POS terminals, or manual reconciliation.

This enhancement speeds up cash collection, reduces admin, and gives both you and your customers a smooth, modern payment experience.

• Get paid faster: Take contactless payments immediately during customer interactions - perfect for on‑site work, appointments, and mobile businesses.
• No hardware required: Your phone becomes the card reader, eliminating the need for purchasing, pairing, or maintaining POS devices.
• No more manual reconciliation: All transactions are automatically recorded and synced into Sage Accounting, keeping your books up to date.

Invoice and receipt capture processing so less time is spent entering data and more time is spent reviewing what matters.

We’ve switched on Invoice & Receipt Capture for all Standard and Plus Sage Accounting users, making it easier than ever to get purchase documents into your accounts with minimal manual entry. Whether you prefer snapping a photo, forwarding an email, or dragging and dropping a file, Sage now automatically extracts the key details, including line‑item data, so you can focus on reviewing, approving, and staying in control of your spending.

Cut manual entry dramatically: AI-powered data capture recognises suppliers, dates, totals, tax amounts, and now line‑level detail, reducing errors and admin.

• Capture documents however you work: Uploads from mobile photos, email forwarding, or drag‑and‑drop are all supported — with data extracted automatically.
• Review faster, approve faster: Spend less time keying in purchase data and more time checking accuracy and making decisions.

Standard and Plus only

Let customers move to the right tier without support intervention, removing friction and admin from subscription management.

Downgrade to a smaller plan when your needs change and stay with Sage

Sometimes the highest tier isn’t the right fit anymore. You can now downgrade your Sage Accounting plan by choosing a fresh start and then selecting a lower tier that suits your current needs. This gives you control to reduce costs without leaving Sage.

Improved accessibility removes barriers and makes the product easier to use for everyone, without changing how you work.

We’re continuing to make Sage Accounting more accessible and inclusive for all users. These improvements focus on removing barriers, improving clarity, and ensuring people of all abilities can confidently navigate, understand, and use the product - without altering existing workflows.

Send personalised invoices and reminders to many customers at once, accelerating collections without extra admin.

Stop writing one‑off messages and chasing customers manually. With Copilot Bulk Emailing, users can select a list of artefacts (e.g Sales Invoices, Quotes) and a communication type (Send Invoice, Payment Reminder, Quote Follow‑up), then have Copilot generate personalised email content for each recipient. Simply review, tweak the copy if needed, and hit Send — Copilot handles the rest.

• Saves hours every week: Compose and send dozens of tailored emails in a single pass, replacing manual copy‑paste workflows.
• More timely cash collection: Built‑in flows for payment reminders help reduce late payments and admin.  
• Consistent, on‑brand communication: Copilot starts from approved templates and prior tone‑of‑voice guidance, so teams don’t start from a blank page and you have the say in how  your emails sound

Send professional, personalised emails at scale using dynamic fields, making customer communications feel consistent and intentional across the suite.

Send professional, personalised emails at scale — with dynamic fields that keep communications consistent and intentional across the suit

We’re extending the existing email template solution so you can drop in dynamic fields that automatically pull the right details for each recipient and artefact — making every message feel personal without manual editing

Example fields you can include: Customer name, Invoice number, Amount due, Due date, Payment terms, Company name, Contact first name, and more. These values populate per email based on the selected Sales Invoice, Quote, or Statement, ensuring relevance and accuracy at scale.

Quickly undo bank feed mistakes and restore items without manual rework, saving time and reducing frustration.

This will provide users with the tools they need to quickly correct an error and match their bank feed to the correct items in accounting. It also provides a simple view of what has happened to their bank feed items, without having to trail through the product.

Bank feed errors are inevitable - a wrong match, an accidental delete, or an incorrect categorisation can throw the entire reconciliation process off track. Fixing these mistakes today often means hunting through different pages, re‑entering data, or unpicking matches manually, which is both time‑consuming and stressful for users

This enhancement introduces a simple, clear, and controlled way to undo actions on bank feed items, helping customers instantly correct mistakes and get back to accurate bookkeeping.

See aged debtors and creditors net of VAT so you know what cash is actually collectible.

Customers and accountants have told us that reviewing Aged Debtor and Creditor reports Net of VAT is essential for managing cashflow accurately. Until now, the reports only showed VAT‑inclusive totals, making it difficult to understand the true cash impact — especially when VAT owed to HMRC can distort the picture.

This enhancement gives you clearer insight into actual receivables and payables, supporting better decision‑making and faster prioritisation when chasing payments.

Why this matters

• See the real cash position: VAT amounts owed to HMRC are separated, letting you focus on what your business will actually receive — or needs to pay.
• Critical for accountants: Feedback makes this a non‑negotiable, as aged reporting is one of the most heavily used tools for cashflow management.
• Higher efficiency & accuracy: With clearer figures, users can take quicker, more informed actions and reduce manual calculations.