This month, discover practical ways to simplify your day-to-day tasks.

From tips to automated backups and smarter reporting, explore features that save time and boost efficiency.

Reporting tips

We’ve pulled together helpful tips to get more from your reports. Learn how to choose the right report, customise layouts, and use previous year’s management reports.

You can also find out how to add bank details to invoices, and improve how your documents look for customers.

Explore these reporting tips to work more efficiently and get clearer insight from your data.

Save time running reports

Reduce the time you spend on monthly reporting with Batch Reporting.

Run multiple reports at once by grouping them together, so you can complete tasks faster and focus on what matters.

Build confidence with business finance basics - UK only

Feel more confident managing your business finances with our free Financial Fluency course, part of a new Sage learning series for small businesses.

Watch short videos, complete quick knowledge checks, and learn at your own pace. No finance experience needed.

Start your Financial Fluency course on Sage University today.

Tip of the month - hide deleted transactions

Speed up your processing by hiding deleted transactions from your lists, activity windows and reports.

You can still see deleted transactions in the Transactions window, so you keep a clear and complete audit trail.

Automate your backups

Schedule Check Data and backups to run automatically, even when your software is closed.

Keep working while they run. Save time and protect your data without interrupting your day.

Free live webinars

Join our free live webinars this month to learn more about everyday accounts tasks and processes.

Topics include Bank feeds, Sage Copilot, MTD for Income Tax, and VAT Returns.

 View the timetable and choose the sessions that suit you.

Data management

Use the Data management feature to keep your daily processing running smoothly.

Get alerts when your data nears volume limits. Take action early to prevent slow performance and keep tasks efficient.

Log in and give us feedback

Want us to cover a specific topic next time? Click Login in the top right corner, then reply with your suggestions - we'd love to hear from you!

If you find the bulletin useful, click Like below.

Have a query? Post your question in General Discussion.