how to use sageone

7/29/2019 How to Use SageOne

1/118

How to Use

SageOne

By: Maureen Magda Gumba


2/118

GO TO:


3/118

Click one to choose your

location.


4/118

Click Continue.


5/118

Click Start your free trial.


6/118

Type your first name.


7/118

Type your last name.


8/118

Type your email address.


9/118

Type billingboss60to extend your

trial to 90 days.


10/118

Then, click Get Started.


11/118

This appears with your email address

and name on it.


12/118

Type a password.


13/118

Type the password once again.


14/118

Now, select a security question.


15/118

Enter your answer.


16/118

Select another security question.


17/118

Type your answer.


18/118

Select the third security question.


19/118

Type your answer.


20/118

Type the two words you see.


21/118

Click on the terms and conditions box.


22/118

Then click Register.


23/118

You will receive this.


24/118

So, open the email sent by SageOne.


25/118

Click confirm your account.


26/118

Congratulations! You now have anaccount with SageOne!


27/118

Click Log into Sage Oneto start.


28/118

Type your email address.


29/118

Then enter your password.


30/118

Then, click Sign In.


31/118

WELCOME!!! Time to get started!


32/118

First, create a project.


33/118

Click on Start a Project.


34/118

This is a project form.


35/118

Click this.


36/118

Click Add a new client.


37/118

Type your clients email address.


38/118

Then fill up any of the remaininginformation.


39/118

Example: Summit Bagsfor thebusiness name.


40/118

Then, click Save contact.


41/118

Type a name for the project.


42/118

Briefly provide a description.


43/118

Click the drop down arrow for status.


44/118

Click Add or Edit Status.


45/118

Click New status.


46/118

Type any to describe the status of the

project.


47/118

Example: on-going


48/118

Then click OK.


49/118

Click the calendar icon to set the due

date.


50/118

Click one to set it as due date.


51/118

Then, enter the estimated hoursneeded to complete the project.


52/118

Enter an estimated cost for the projects

expenses.


53/118

Enter the estimated value of the servicesyou will provide.


54/118

Click Create projectto save.


55/118

The projects details are summarized.


56/118

Now, create a task involved in the

project.


57/118

Click Tasks.


58/118

Click add a task.


59/118

Name the task needed for the project.


60/118

Click the drop down arrow to assign the

task.


61/118

Choose Meif you will complete the

task, yourself.


62/118

Since you only have one project at the

moment


63/118

it is already indicated here.


64/118

Click the calendar icon to set the due

date.


65/118

Then just click on your desired due date.


66/118

Add a description for the task.


67/118

Enter how much time was already

spent on the task.


68/118

Example: 16 hours.


69/118

If the project is not yet completed


70/118

Just let this be No.


71/118

Click Attach filesto attach some.


72/118

Then click Add task to save your work.


73/118

Now, the task has been successfully

added!


74/118

If the task has already been completed


75/118

click the task to edit it.


76/118

Then make the necessary adjustments.


77/118

Example: Indicate now the total time

spent.


78/118

From 16to 20: Four hours added.


79/118

Then click the left side of Completed.


80/118

Completed!!!


81/118

Again, click Save taskto save the

changes made.


82/118

The task is now updated!


83/118

Time to create invoice and bill theclient!


84/118

Click the MoneyTab.


85/118

Click Create an Invoice.


86/118

Or click Create an invoice now.


87/118

To start, click the drop down arrow.


88/118

Select the business name.


89/118

Click the drop down arrow on Project.


90/118

Select the project.


91/118

Enter the Purchase Ordernumber.


92/118

Type a number for the invoice.


93/118

You may enter 1 since this is the firstinvoice.


94/118

Click on the calendar icon to enterissue date.


95/118

Select one.


96/118

Due date is preset at 30 days after issuedate.


97/118

But you can change this.


98/118

Click the calendar icon.


99/118

Then, select your preferred due date.


100/118

Then, provide details.


101/118

To make it easier, just click Add billabletasks.


102/118

Click the check box beside the task.


103/118

Click Add tasks.


104/118

Enter your billing rate on the Price box.


105/118

Subtotal will be automatically calculated.


106/118

Click this if it is taxable.


107/118

If not, just leave it blank.


108/118

Scroll down to find this.


109/118

You can type other invoice details onthis box.


110/118

When you are done, click Save& Preview.


111/118

This is now how the invoice looks like.


112/118

Scroll down to see more of it.


113/118

Click Attach to email.


114/118

Click Send Invoice.


115/118

INVOICE SENT!


116/118

Thats it!


117/118

So, if you need a billingmanager,


118/118

SageOne might prove to bejust the one for you!!!

how to use sageone

Documents