My Sage is the new area of the Sage website where you can view your account information, access support and manage access to your account details. Before you can use My Sage, you must create a login.
Creating a My Sage login is easy. If you already have a login for the Sage website, you also already have a valid My Sage login. Once you have entered your account information and we have verified your credentials, you can manage who has access to your Sage account information, including invoice and purchase information.
Open your Internet browser and in the address bar type https://my.sage.co.uk then press Enter.
Tip: If you are prompted to view information over a secure connection, click OK.
When the My Sage Log in page appears, if you already have a login for the Sage website, enter your email address and password as normal and click Log In. You can now proceed to
the
section To manage administrative access later in this article.
If you don't already have a login,
from the Don't have a Sage login? area, click Create a Sage login.
Complete the Create a Sage Login information as follows:
Forename
Enter your first name as you registered it with your Sage account. Your name must be logged as a contact name in our database.
Surname
Enter your surname as you registered it with your Sage account. Your name must be logged as a contact name in our database.
Email address
Enter the email address you use when contacting Sage. This email address must exist in our database against your contact name.
Password
Enter a password for your login. This must be between 8 and 20 characters and it must include at least two of the following:
A lowercase letter
A capital letter
A number
A special character, for example, £, $, &, #
Enter the words above
Type the words shown in the image above the box. This is case sensitive. If you can't clearly read the words in the image, to try a different combination, click Get another CAPTCHA or to hear the words read out to you, click Get an audio CAPTCHA.
When you have entered the required information, to continue and create your login, click Create.
If all of your information is correct, a message appears advising that you will receive an email from login@sage.com which contains a link to activate your login. Until you activate your login, you won't have access to the services on My Sage. If you don't see this email in your inbox, it may have been mistakenly sent to your spam or junk mail folder, or blocked by your
Internet service provider. For information about how to check this, please refer to your system administrator.
You have now created your My Sage login and can proceed to the following section.
When it arrives, open the activation email, read the information then click the link provided. Alternatively, copy the link into the address bar of your Internet browser.
On the Activate passport page, in the Password box, enter the password you specified when creating your login then click Activate.
On the My Sage Terms and Conditions of Use page, read the agreement then select the I accept the My Sage Terms & Conditions check box and then click Continue.
You have now activated your My Sage login and can link it to your Sage account. For further information about this, please proceed to the following section.
From the My Sage page, click Find my account then on the My accounts page, click Link to an account.
From the Accounts Type window, select one of the following options then click Next:
I am an existing Customer, Business Partner, Accountant or Developer with an Account Number
I do NOT have an Account Number
If you select the first option, on the
Login Profile Details page, enter your personal details into the boxes provided and then click Next.
On the Account Search Information page, enter two of the following:
Your Sage account number
Your postcode as registered with your Sage account
The serial number of one software item registered to your account
To continue, click Next then proceed to step 9.
If you select the second option, on the
Login Profile Details page, enter your personal details into the boxes provided and then click Next.
From the Select Country of Support page, from the Country drop-down list, choose the required country then click Next.
On the Address Details page, enter your company address information then to continue, click Next.
Note: When entering your post code, leave a space between the two parts, for example NE13 9AA.
The Confirmation page appears, advising either that you have been successfully linked to the account, or that an email has been sent to the account administrator for authorisation. To continue, click Finish.
When the account administrator authorises your access, you can log in to the account and, depending on your access level, view or manage account details.
If you have more than one Sage account you can link them so that you can access and manage them all from your My Sage login.
Log in to My Sage, from the My account section, click My accounts and then from the right-hand side, click Link to an account.
From the Account Type window select one of the following options and then click Next:
I am an existing Customer, Business Partner, Accountant or Developer with an Account Number
I do NOT have an Account Number
Whichever option you choose, on the Login Profile Details page your personal details appear automatically from your current login. If required, change these details then to continue, click Next.
If you select the first option, on the Account Information Search page, enter two of the following and then click Next:
Your Sage account number
Your postcode as registered with your Sage account
The serial number of one software item registered to your account
If you select the second option, from the Select Country Of Support page, from the Country drop-down list, choose the required country and then click Next.
On the Address Details page, enter your company address information then to continue, click Next.
The Confirmation page appears, advising either that you have successfully added another account, or that an email has been sent to the account administrator for authorisation. To continue, click Finish.
When the account administrator authorises your access, your accounts become linked.
You have now linked another account to your My Sage login.
Note: If a contact is already linked to your account on our internal systems, they will automatically be given access to the My Sage account.
To add a new contact, you or the contact must either already have a Sage login or follow the steps to create a login, and then link from the login to your account. For more information about linking to an account, please refer to the section To link to your Sage account.
When the new login is activated and linked, to authorise access to the account, log in to My Sage then from the Account administration section, choose Manage account contacts.
To the right of the Contacts already linked list, click View contacts.
From the Contacts waiting to be linked list, locate the person you want to authorise then click Allow.
From the Allowing Account Access window, click Yes then to check they are successfully added, from the right-hand side of the window, click View contacts.
You have now added a new contact to your My Sage account. For information about how to grant administrative access to a contact, please refer to the following section.
Note: To ensure that the account can be managed in the event of an absence, we recommend that you have more than one contact with administrative access.
Log in to My Sage, click Change account and then from the My accounts section, select the required account.
From the My Sage page, click Account administration and then choose Manage account contacts.
Tip: If the contact you want to edit doesn't appear in the Contacts already linked list, check the Contacts waiting to be linked list. For further information about this, please refer to the previous section.
Amend the options for each contact as follows:
To authorise access for a contact who cannot already access the account information, from the Contacts already linked list, locate the contact name then from the Account Access? column, click the edit option then click Yes.
To give or remove access to the financial options, for example My invoices and My account balance, from the View Financials? column click the edit option then click Yes.
To give or remove full administrative access to the account, from the Admin User column, click the edit option then click Yes.
Note: When you make changes to a user login in this way, the person receives a notification email. This ensures that in the unlikely event of unauthorised changes, they are immediately alerted to the person who's access has changed.
You have now specified who can access your account information and who has administrative privileges on the account.
So that Sage can provide you with the most relevant information for your business, you can manage your full company address information and also enter some basic information about your company.
Note: To access these options, you must be set as an admin user. To request this access, please contact your online account administrator.
Log in to My Sage, click Change account and then from the My accounts section, select the required account.
From the My Sage page, click Account administration and then choose Company information.
On the Company information page, Company address section, check and if required amend the company address details.
Note: You can't change the company name. For further information about this, please refer to Ask Sage article
12111.
To search for address information and complete the details automatically,
enter your post code in the box provided then click Search.
In the Company preferences section, let us know your preferences on the way in which we contact you.
In the Other information section, use the drop-down lists to enter basic information about your business:
Approximate employees
Choose the employee number bracket relevant to your company.
Financial Year End
Choose the required month for your financial year end.
Legal status
Choose the required registered business type.
Industry
Choose the type of industry your business belongs to.
Business Type
Choose the required business type.
To save your changes, click Update.
You have now updated your company details through your My Sage login.
Log in to My Sage, click Change account and then from the My accounts section, select the required account.
From the My Sage page, click My details and preferences and then choose My internet submissions.
On the
My internet submissions page, in the Filter area on the right-hand side, from the drop-down list, choose your software then choose your form type.
Click the From date box or the calendar option and enter a start date for the search then repeat this for the To date.
To view your submissions for the specified date range, click Filter or to start again click Clear.
From the list of submissions, click the one you want to view then to return to the list, from the top right-hand corner of the submission window, click Close.
You have now viewed your internet submissions records.
Note: To access the My invoices option, you must be set as an Online Account Administrator, or an Online Account Administrator must give you access to this option. For information about how to manage administrative and financials access, please refer to the Create and manage access tab.
Log in to My Sage, click Change account and then from the My accounts section, select the required account.
From the My Sage page, click My details and preferences and then choose My invoices.
From the list of invoices, locate the one you want to view then from the Item Number column, click the invoice number.
To pay an invoice, from the Pay column, select the check box then follow the on-screen prompts.
If you have more than one page of invoices, to scroll forward, click Next or Last or to scroll back, click First or Previous.
You have now viewed your invoices paid and outstanding through your My Sage login.
Note: To access the My account balance option, you must be set as an Online Account Administrator, or an Online Account Administrator must give you access to this option. For information about how to manage administrative and financials access, please refer to the Create and manage access tab.
Log in to My Sage, click Change account and then from the My accounts section, select the required account.
From the My Sage page, click My account and then choose My account balance.
On the My account balance page, if you have an outstanding balance and want to make a payment, in the Amount to Pay box, enter the value then click Make a payment.
On the Billing information page, if you want to change the amount you are paying, click Change then in the Amount to Pay box, enter the required value and click Make a payment.
Ensure the billing details are correct then click Continue.
On the Confirm details page, check the payment and invoice information, click Next then follow the on-screen prompts.
You have now checked and if required paid your account balance through your My Sage login.
Note: You can use the My products and services area of My Sage to get a copy of your activation key.
Log in to My Sage, click Change account and then from the My accounts section, select the required account.
From the My Sage page, click My account and then choose My products and services.
On the My products and services page, locate the item you want to view then from the Serial Number column, click the serial number.
Tip: Your activation key, should you need it, appears at the top left hand corner of the page.
If there are reminders about your product, to view the information, hover your mouse pointer over the information symbol.
To reduce the size of the list, in the Filter area on the right-hand side, from the drop-down lists, choose the required item type then choose the type of cover, or enter a specific serial number, then click Filter.
If you have more than one page of products, to scroll forward, click Next or Last or to scroll back, click First or Previous.
You have now reviewed your products and services through your My Sage login.
Log in to My Sage, click Change account and then from the My accounts section, select the required account.
From the My Sage page, click My account and then choose My uploads.
On the My uploads page, to check previously uploaded data, locate the required incident then click the incident reference number.
To download repaired data, in the information window, click Download then in the File download window, click Save.
In the Save As window, specify where you want to save the file and then click Save.
To exit the information window, from the top right-hand corner, click the black circle.
To upload data, from the right-hand side of the My uploads page, click Upload new data.
On the My uploads - select registration page, to specify which of your products the data is for,
locate
the relevant software then
click Select.
On the Select Data Service page, select the required service then to continue, click Next and follow on the on-screen steps.
Select the level of service required, for example, Standard Non-SageCover, then read and accept the terms and conditions and click Next.
Complete the information as follows:
Contact details
Check your title, forename, and surname are correct.
Incident number
Enter the incident number supplied to you by technical support.
Program type
Select the required option.
Which Operating System or Network Operating System does your company use?
Choose the relevant operating system.
To continue, click Next then if you use third party software that links to your Sage software, select Yes, or if not, click No. To continue, click Next.
On the additional information page, in the box provided, enter any additional information that might help us repair your data, for example, the steps that happened before you encountered the data problems, then to continue, click Next.
On the Will you help us get a better experience? page, read the information then select the required option and to continue,
click Next.
On the Authorisation page, enter your name, position and company name or those of the person authorising the repair then to continue, click Next.
On the confirm details page, ensure the information is correct then to continue, click Upload Files.
On the Upload data for incident xxxxxx-xxxxx page, to upload a file, click Browse, locate and select the required file, click Open then click Upload.
When the file has uploaded, to continue, click My uploads home.
You have now checked your uploaded data and uploaded further data for repair through your My Sage login.
On the Online account activity page, account administrators can view a list of who has logged in to your account, when, and what they did. This also shows when a Sage employee has accessed your account, for example, to solve a problem you've reported.
Log in to My Sage, click Change account and then from the My accounts section, select the required account.
From the My Sage page, click Account administration and then choose Online account activity.
If you have more than one page of activity, to scroll forward, click Next or Last or to scroll back, click First or Previous.
To view changes made by anyone who has logged in, in the Action column, hover your mouse pointer over the information symbol.
You have now checked account activity through your My Sage login.
To find links to help and support resources, log in to My Sage, click Change account and then from the My accounts section, select the required account.
From the My Sage page, click My support.
From the list of resources, click the required link.
Tip: The link opens in the same window. To open it in a new window, right-click the link and choose Open in New Window.
You have now used your My Sage login to access help and support. For further information about these resources, please click the My support tab of this article.
Log in to My Sage, click Change account and then from the My accounts section, select the required account.
From the My Sage page, click My Support and then choose Support
home.
The Sage Support site opens. You can access all aspects of online support from this page as well as training and certification, support plans and software updates.
Tip: The link opens in the same window. To open it in a new window, right-click the link and choose Open in New Window.
You have now accessed the Sage Support site from your My Sage login.
Log in to My Sage, click Change account and then from the My accounts section, select the required account.
From the My Sage page, click My Support and then choose My downloads.
Tip: The link opens in the same window. To open it in a new window, right-click the link and choose Open in New Window.
When the Downloads area of the Sage Support site appears, click the type of download you require, for example, updates. Note: You may be required to enter your email address and password again.
On the Updates page, from the drop-down list, choose the required product then click Go.
From the list of available downloads, locate the required file then in that section, click Download.
If a Security Alert message appears, to continue, click Yes then in the File Download - Security Warning window, click Save.
In the Save As window, choose a download location, for example the desktop and click Save then when the Download complete window appears, click Close.
You have now accessed downloads for your software through your My Sage login. Ask Sage contains articles explaining how to download and install the software available from the Sage Support site. For further information, please refer to the section To access Ask Sage.
Log in to My Sage, click Change account and then from the My accounts section, select the required account.
From the My Sage page, click My Support and then choose Support installation.
Tip: The link opens in the same window. To open it in a new window, right-click the link and choose Open in New Window. Subsequent links open in a new window.
On the Installing your Sage software page, from the drop-down list, choose your software then if prompted, choose your software version.
From the list of installation topics, click the required link.
You have now accessed the Install your software site through your My Sage login.
This article is part of Ask Sage, our online database of more than ten thousand articles containing help and useful information about your software. If you have SageCover on your software, you can access Ask Sage 24/7 to find the answers to your questions.
To access Ask Sage from your My Sage login
Log in to My Sage, click Change account and then from the My accounts section, select the required account.
From the My Sage page, click My Support and then choose Ask Sage.
Note: You may be required to enter your email address and password again.
When Ask Sage opens, from the Product drop-down list, choose your Sage software then, if required, from the All Subs drop-down list, choose the related area for your question.
Tip: This increases the speed of your search, however, if you are not sure of the required area, you should leave the default of All Subs.
In the Search Text (optional) box, enter the details relating to your query. This can be a full question or a key word for your query. For example, you could enter: ‘How can I navigate around Sage 50 Accounts 2011’ or simply enter: ‘navigation’.
If required, from the Search By drop-down list, choose a search option as follows:
Phrases
If you want to enter either a full question or a phrase, use this option.
Similar Phrases
If you are not sure of the spelling or phrasing of your query and would like to search for similar words, use this option.
Exact Search
To search for documents that match the same pattern of words that you have entered, use this option.
Complex Expression
To search through a wider range of words by using word stemming,
choose this option then enter the initial letters of the word followed by an
asterisk to cover all possible extensions. For example, if you enter: ‘Navigat*’ Ask Sage searches for: Navigate, Navigation and Navigator.
Article Number
If you know the number of the Ask Sage
article that you want to locate, and have entered it into the Search Text box, use this option.
From the Sort By drop-down list, choose from the following display options:
Default Sort
To display the answers ranked by how closely they match your search and previous customer ratings, use this option.
Id
To display the answers sorted by their unique ID, use this option.
Article title
To display the answers sorted alphabetically by title, use this option.
Article type
To display the answers sorted by article type, so that for example, all of the Downloads and updates articles appear first on the list, use this option.
To search Ask Sage for an answer to your query, click Search.
To view the content of an answer, from the Article title column, click the required item.
Tip: At the bottom of each answer, in the Did this answer your question section, you can submit a rating to let us know whether the article answered your question, and supply feedback about the article. You can also choose to be notified by email when the answer is updated. If you select this option, the article appears on the Notifications tab.
To close the window containing the answer, from the bottom of the page, click Close.
You have now accessed Ask Sage from your My Sage login and searched our database of information.
You can view your purchases, products, services and account balance through My Sage, however, you can't view your monthly statement. This
is sent to you by post every month. For information about how to view your products, services, account balance and more, please refer to the
relevant sections of the What else can I do?
tab.
If you haven't received your monthly statement by post, please ensure your company address details are correct and up to date. For information about how to do this, please refer to the section To manage your company details on the Create and manage access tab.
Yes, if you are making a card payment you can part pay your invoice. When making the payment, against the relevant invoice, enter the amount you want to pay.
If your card payment isn't accepted, a message appears to inform you that the payment has not been successful. You can try another card, or contact the Cash Processing team on 0845 111 6666
, Monday to Friday, 9am to 5pm.
It isn't possible to change the email address for a My Sage login once you've created it, however you can create a new My Sage login for your new email address.
If you want to delete the old login, please email support@sage.com from the original email address to request this.
Note: You must send the email from the address used for the login that you want us to delete
We will always do our best to make sure that the information in the article is correct but due to it being general guidance we don't make any promises about the accuracy of the article's contents for your particular needs. If we refer you to non-Sage information sources (for example, HMRC's website), this is because we want to be helpful but as we don't have any control over the contents of those non-Sage sources we can't accept responsibility for them. If any non-Sage trademarks are used in the article, we acknowledge the ownership of them by the relevant owner.
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