Save Time with Automated Finance Tasks

As a small or medium-sized business, your time is valuable — and so is your budget. Hiring extra staff just to keep up with finance and admin tasks isn’t always realistic.

Fortunately, with the right tools, you can automate many of these processes, freeing up resources to focus on what matters most: growing your business. If you’re using Sage software, you’re already equipped to simplify a range of daily tasks without adding headcount. Here’s how:

✅ Automate Invoicing and Payment Reminders

Stop manually drafting and chasing invoices. With Sage’s built-in automation features, you can:

• Set up recurring invoices for repeat customers.
• Automatically email invoices on specific dates.
• Send friendly payment reminders without lifting a finger.

Tip: Make sure your customer records are up to date with correct email addresses and payment terms to maximise this feature.

✅ Bank Feeds and Automatic Reconciliations

Gone are the days of manually entering transactions. Sage’s bank feeds allow you to:

• Link your business bank accounts directly to your accounting software.
• Automatically import transactions daily.
• Match payments and receipts automatically, reducing errors and saving hours each month.

Tip: Set rules for regular transactions (like rent or subscriptions) so they auto-categorise correctly every time.

✅ Improve Debtor Management

Automate your debtor collection process to stay on top of outstanding accounts and improve cash flow.

• Track overdue invoices and spot risky accounts early
• Send automated follow-ups and payment reminders
• Generate reports to monitor debtor trends and recoveries

Tip: Set regular review dates to act on overdue accounts quickly.

✅ Simplify VAT Submissions

VAT calculations and returns can be complex — but Sage makes it easier:

• Automate VAT tracking throughout the month.
• Produce VAT reconciliation reports.
• Generate VAT submission reports with a click, ensuring nothing is missed.

Tip: Run a VAT report monthly (even if not submitting yet) to catch any issues early.

 

---

Need help setting up Sage automations? Get in touch: info@mrbm.co.za  /  031 818 9030.