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Welcome to the Sage for Accountants Support Group on Community Hub! Available 24/7, the forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.

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Client Management

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Partner Edition

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Getting started with GoProposal
Posted By Andy Rickeard
Getting started with GoProposal

10 months ago 191 0
AutoEntry Mobile App
Posted By Andy Rickeard
AutoEntry Mobile App

10 months ago 346 0
Transfer subscriptions to clients or accountants
Posted By Andy Rickeard
Transfer subscriptions to clients or accountants

over 1 year ago 342 0
Assign clients and prospects to users
Posted By Andy Rickeard
Assign clients and prospects to users

over 1 year ago 236 0
Using tooltips to demonstrate the value of your service to a prospect or client
Posted By Andy Rickeard
Using tooltips to demonstrate the value of your service to a prospect or client

over 1 year ago 284 0
Exciting news…Sage City is now Community Hub!
Posted By Andy Rickeard
Exciting news…Sage City is now Community Hub!

over 1 year ago 286 0
The different pricing types in GoProposal
Posted By Andy Rickeard
The different pricing types in GoProposal

over 1 year ago 242 0
Key Dates feature
Posted By Andy Rickeard
Key Dates feature

over 1 year ago 345 0
How to set up your letters of engagement
Posted By Andy Rickeard
How to set up your letters of engagement

over 1 year ago 355 0
What do the red, green and amber circles next to my line items mean?
Posted By Andy Rickeard
What do the red, green and amber circles next to my line items mean?

over 1 year ago 282 0
How will I know when a proposal has been sent or seen by my client?
Posted By Andy Rickeard
How will I know when a proposal has been sent or seen by my client?

over 1 year ago 194 0
AutoEntry and Sage for Accountants - FAQ
Posted By Andy Rickeard
AutoEntry and Sage for Accountants - FAQ

over 1 year ago 301 0
Your AutoEntry Account
Posted By Andy Rickeard
Your AutoEntry Account

over 1 year ago 289 0
AutoEntry Live Service Updates
Posted By Andy Rickeard
AutoEntry Live Service Updates

over 1 year ago 383 0
Email Invoices, Supplier Statements and Expenses to AutoEntry
Posted By Andy Rickeard
Email Invoices, Supplier Statements and Expenses to AutoEntry

over 1 year ago 255 0