Sage practice solution

Sage Practice Solution

Take Control Of Your Business

Sage Practice Solution brings together all of the data and tools essential for running your business in one Business Management System.

Benefits of Practice Solution:

• Manage your company’s operations in one software package.
• Have your company’s information at your fingertips at any time.
• Manage your internal staff jobs and tasks.
• Work out time cost of client work and produce client statements for billing.
• Stores client information.
• Produce business reports.
• Track how your staff spend their time and their efficiency.

What is a Business Management System like Sage Practice Solution

“Business Management System (acronym “BMS”, also known as BM System) is a set of tools for strategic planning and tactical implementation of policies, practices, guidelines, processes and procedures that are used in the development, deployment and execution of business plans and strategies and all associated management activities. Business Management System provides a foundation for successful implementation of both strategic and tactical business decisions regarding current activities, processes, procedures and tasks for the purpose of meeting existing goals and objectives of a profit organization and satisfying customer needs and expectations.”


There are many recognised advantages of managing your business by utilising modern technology, which is why most modern companies take advantage of computing to some degree. Your company may utilise technology such as email and chat applications, filing document digitally and having meeting via video conferencing, but this doesn’t mean you are fully utilising new technology to manage your business efficiently and effectively.


To take full advantage of new technology a comprehensive business management system could be the technology you need to utilise to give you the edge over your competitors.

Key Features:

• Seamless integration with other Sage software – no re-keying of existing client data
• Communication tracking – with central view to show staff or team communications
• Reporting tools giving access to all data within the applications, exportable to Excel
• Pre-packaged letter templates and Microsoft Word mail merge
• One-stop view of client details and relationships with other prospects
• Fully flexible time and fees application allows you to set staff and rates policies

Planning and Forecasting

planforecastPlan and control your business using a range of tools. Make strategic plans, identify trends and trading patterns to inform your decision making. Manage your planning from analysis to future budgets.


Whether users are in the office or working remotely, your employees can file timesheets and record expenses. These reports allow managers to monitor and report time spent on projects and associated expenses, to oversee where the company is investing time and where there is a need for additional staff to complete a job. With the use of these applications, web users can access time sheets and expenses, giving you a complete set of tools for managing projects, employees and contractor inputs and costs.

Share and Hold Data

shareholdSage SPS can be stored centrally, in an accessible and secure location, to keep client information available to all employees.


Share data with other Sage products and transfer client information consistently, accurately and quickly thanks to its seamless integration between the different parts of the product.


Present data, graphs and charts that bring the trends in your business to life. Users can work simultaneously across a number of elements from within their workspace, to surface any data in the system and present it in a customised screen prepared for a specific user; add and remove data fields, prepare summary reports, and view them wherever you are via laptops or mobile devices.

Client Management

clientCustomer relationship management (CRM) is a complete sales and marketing management tool. Enabling you to effectively manage all client information in one place, view contact details, communication and all transaction history that enable you to run market research and sales campaigns at the touch of a button.


Manage your sales team, and monitor activity in an easy to use and efficient manner. Add new clients and users to the system as your business grows with ease.


Communications, reporting, letter- managed using the tools you are already familiar with writing and task monitoring can all be kept under control.

Billing Management

billingStay on top of your client billing with a flexible and complete view of job types and create invoices in seconds. A flexible complete view of the job types including grouping and filtering, based on period, type, status allows you to open and edit entries directly from the ledger which offers:


• A highly flexible allocation process; can be as simple or as detailed as required.
• Multiple methods of summarising job type.
• Ability to allocate profit/loss at summary levels or against individual job items.


Produce reports that can be customised to show the data that you want to analyse. As well as standard key metrics such as profit and loss; cost centre and sales by each client every month. Sage offers a means of generating reports quickly and consistently, as well as letters and invoice templates for all clients of the entire company.


Sage provides complete supply chain management. Track every aspect of purchase orders and stock control, from order placement to the settlement of invoices. On the sales aspect, you can manage orders and initial enquiries through stock checking, and sales document production and successful dispatch.


This tool allows you to manage specific projects and customer and supplier relationships in as much detail as required. You can manage costs, progress, income and profitability. Project managers gain full control of their projects, ordering stock, initiating transactions, monitoring progress and billing clients.