Teamleader Guide
Teamleader
Import or export your orders from one application to another.
Keep your inventory up to date by synchronising your stock levels.
Replicate your invoices and save your important data.
Use your customer data to improve your sales.
Sage has a variety of apps and features, most of which are free. However, you will have to pay for the Payroll app and for the ability to accept online payments for your invoices. The rest, like invoicing, transactions, reports or adding sales taxes remains free.
With the bank reconciliation feature, businesses can link their bank accounts, PayPal accounts and other sources of data for real-time transaction records. Businesses can also generate reports such as balance sheets, sales tax reports and account receivable and payable reports with Sage accounting.
You can import and export the following lists to and from MS Excel or CSV file: Customers, Suppliers, Products and services, Chart of accounts. Plus you can export reports to MS Excel.
Here are a few commonly used reports: Profit & Loss, Balance Sheet, General Ledger, Trial Balance, Statement of Cash Flows, and Transaction List.
No-code platform, start integrating in a matter of minutes.
Automatically trigger your syncs on predefined events.
Connect and synchronise your applications without any technical knowledge.
Observe in real time the data transferred from one app to another.
Enjoy fully encrypted communications and transfers.
Work as a team and regulate the permissions of your team members.
Follow the frequency of your synchronisations over time.
Tips to integrate Teamleader and Sage easily
Customer management, project management and invoicing in one tool. Teamleader facilitates the work of more than 11,000 SMEs.
Sage Apps is an online software that helps you take control of your finances with an award-winning technology made for small businesses and sole traders.
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