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Welcome to the itas Sage Live User Guide Library

Step inside the Sage Live user guide library! Where you will find the ultimate series of ‘How to…’ guides on Sage Live.

Our Sage Live user guides will take you through basic processes, all the way to the more complex tasks. Designed for all levels of Sage Live user, whether you’re experienced and just looking for a refresher, or it’s your first day.


Add a New User Sage Live user guide

How to Add a New User


Whether you are brand new to Sage Live, or looking for a refresher, this guide will help you understand the process behind adding a new user in Sage Live.

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Add a Sales Invoice Sage Live user guide

How to Add and Pay a Sales Invoice


Whether you are brand new to Sage Live, or looking for a refresher, this guide will help you understand the process behind creating a sales invoice in Sage Live.

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Convert Invoice into Credit Note Sage Live user guide

How to Convert an Invoice into a Credit Note

Whether you are brand new to Sage Live, or looking for a refresher, this guide will help you understand the process behind converting an invoice into a credit note in Sage Live.

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Add a New Product Sage Live user guide

How to Add a New Product

Whether you are brand new to Sage Live, or looking for a refresher, this guide will help you understand the process behind adding a new product in Sage Live.

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Create New Customer/Supplier Sage Live user guide

How to Process Your VAT Return

Whether you are brand new to Sage Live, or looking for a refresher, this guide will help you understand the process behind processing your VAT return in Sage Live.

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Post a Manual Journal Sage Live user guide

How to Post a Manual Journal

Whether you are brand new to Sage Live, or looking for a refresher, this guide will help you understand the process behind posting a manual journal in Sage Live.

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Close a Period Sage Live user guide

How to Close a Period


Whether you are brand new to Sage Live, or looking for a refresher, this guide will help you understand the process behind closing a period for your month end in Sage Live.

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Create and Add Dimension Sage Live user guide

How to Create and Add a Dimension


Whether you are brand new to Sage Live, or looking for a refresher, this guide will help you understand the process behind creating and adding a dimension in Sage Live.

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Customise Aged Debt Report Sage Live user guide

How to Customise Your Aged Debt Report

Whether you are brand new to Sage Live, or looking for a refresher, this guide will help you understand the process behind customising your aged debt report in Sage Live.

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Create New Customer/Supplier Sage Live user guide

How to Create a New Customer/ Supplier

Whether you are brand new to Sage Live, or looking for a refresher, this guide will help you understand the process behind creating a new customer/supplier in Sage Live.

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Add a Travel Expense Sage Live user guide

How to Add a Travel Expense

Whether you are brand new to Sage Live, or looking for a refresher, this guide will help you understand the process behind adding a travel expense in Sage Live.

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How to Year End Sage Live user guide

How to Year End


Whether you are brand new to Sage Live, or looking for a refresher, this guide will help you understand the process behind year end in Sage Live.

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Amend a Report Sage Live user guide

How to Amend a Report

Whether you are brand new to Sage Live, or looking for a refresher, this guide will help you understand the process behind amending an existing report in Sage Live.

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Import Transactions Sage Live user guide

How to Import Transactions

Whether you are brand new to Sage Live, or looking for a refresher, this guide will help you understand the process behind importing transactions into Sage Live.

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Add Fields to Your CSV Import Sage Live user guide

How to Add Fields to Your CSV Import

Whether you are brand new to Sage Live, or looking for a refresher, this guide will help you understand the process behind adding fields to your CSV import in Sage Live.

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Edit/Add Payment Terms Sage Live user guide

How to Edit/Add Payment Terms

Whether you are brand new to Sage Live, or looking for a refresher, this guide will help you understand the process behind editing/adding payment terms in Sage Live.

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Create Bank Account Sage Live user guide

How to Create a Bank Account

Whether you are brand new to Sage Live, or looking for a refresher, this guide will help you understand the process behind creating a bank account in Sage Live.

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