Calisto Ledger

SWITCH FROM SAGE ACCOUNTING

Sage Accounting to Calisto Ledger

Keep full double-entry books in Calisto: invoices, bills, bank feeds, VAT, fixed assets, budgets and reports, posted from every Calisto app the business already uses.

Fonctionnalité par fonctionnalité

Calisto Ledger à côté de Sage Accounting

  • 25 Dans les deux
  • 1 Uniquement dans Sage Accounting
Calisto Ledger à côté de Sage Accounting, fonction par fonction
26 fonctionnalitésCalisto LedgerSage Accounting
Books
Journal EntriesCalisto: a journal entry is saved as a draft, posted on purpose and reversed with a linked mirror entry, never deleted.Vérifié le 30 oct. 2026SourceOuiOui
Year-End Lock DateCalisto: a closed period refuses entries dated in it until someone who manages the books reopens it.Vérifié le 30 oct. 2026SourceOuiOui
Year-End CloseCalisto: Year-End Close posts the closing entry that moves the year's profit into retained earnings.Vérifié le 30 oct. 2026SourceOuiOui
Audit TrailCalisto: every record has a History tab, and the Activity Log shows who changed what and when.Vérifié le 30 oct. 2026SourceOuiOui
Sales
QuotesCalisto: quotes are written in Proposals, and an accepted proposal raises the invoice through the same invoice writer Ledger uses.Vérifié le 30 oct. 2026SourceOuiOui
Recurring InvoicesCalisto: recurring invoices are raised on the account's own day, and each one is raised once, even when two schedulers fire together.Vérifié le 30 oct. 2026SourceOuiOui
Credit NotesCalisto: a credit note reverses the VAT of what it credits, rate by rate, and never credits more than is left on the invoice.Vérifié le 30 oct. 2026SourceOuiOui
Customer StatementsCalisto: a customer statement lists the customer's invoices, payments and credits, each in its own currency.Vérifié le 30 oct. 2026SourceOuiOui
Automatic Payment RemindersCalisto: payment reminders are cadences the business sets, by email or text, starting the day after the due date and stopping when the invoice is paid.Vérifié le 30 oct. 2026SourceOuiOui
Online Card Payment on InvoicesCalisto: each invoice carries one live payment link for its balance, and the card payment is taken with Payments.Vérifié le 30 oct. 2026SourceOuiOui
Purchases
Bills From an Uploaded File or PhotoCalisto: a bill recorded with its document is read in the background, and its draft lines arrive checked against the supplier's open orders and deliveries.Vérifié le 30 oct. 2026SourceOuiOui
Bank
Bank FeedsCalisto: bank feeds are linked in Banking, Bank Connections, and each feed account is tied to an account in the chart.Vérifié le 30 oct. 2026SourceOuiOui
Bank RulesCalisto: bank rules run first, in the order the business sets, before any suggested match.Vérifié le 30 oct. 2026SourceOuiOui
Bank Statement ImportCalisto: bank statements import from OFX, QFX, CAMT.053, MT940 or CSV, and a line is never imported twice.Vérifié le 30 oct. 2026SourceOuiOui
Bank ReconciliationCalisto: a statement reconciliation ticks what cleared against the ending balance and finishes when the difference is zero.Vérifié le 30 oct. 2026SourceOuiOui
Currency
Foreign Currency With Exchange Gains and LossesCalisto: every invoice, bill and payment keeps its own currency at the rate source the business chose, and the realised exchange difference is booked when it is paid.Vérifié le 30 oct. 2026SourceOuiOui
Tax
VAT Figures for the PeriodCalisto: Reports for your accountant prepares an itemised VAT report for the period, kept as it was sent, as CSV or PDF.Vérifié le 30 oct. 2026SourceOuiOui
VAT Return Filed With the Tax AuthorityCalisto: Ledger prepares the VAT report for the accountant, who files the return. Calisto files nothing with a tax authority.Vérifié le 30 oct. 2026SourceNonOui
Reports
Profit and Loss, Balance Sheet and Cash FlowCalisto: the income statement, balance sheet, cash flow and trial balance read the same posted lines, so they agree with each other.Vérifié le 30 oct. 2026SourceOuiOui
Planning
Budget Against ActualCalisto: budgets are set per account and period in their own currency and compared with the actuals as they post.Vérifié le 30 oct. 2026SourceOuiOui
Cash-Flow ForecastCalisto: Forecast projects the business's cash flow from its books.Vérifié le 30 oct. 2026SourceOuiOui
Projects
Reporting GroupsCalisto: every document and journal line can carry a project, department, location or one of the business's own dimensions, and reports filter by them.Vérifié le 30 oct. 2026SourceOuiOui
Inventory
StockCalisto: with Inventory, stock is kept by item and location at the cost of each movement, and Ledger shows its value against the stock accounts.Vérifié le 30 oct. 2026SourceOuiOui
Moving In
Moving In From Other Accounting SoftwareCalisto: Bring your books reads the vendor's own export files once, in the browser: chart, contacts, trial balance as opening balances, open invoices and bills, and journal history.Vérifié le 30 oct. 2026SourceOuiOui
Access
Accountant AccessCalisto: an outside accountant gets a portal built in Station with exactly the finance screens the business chooses to share.Vérifié le 30 oct. 2026SourceOuiOui
Phone
Receipt Photos From the PhoneCalisto: on the phone, a receipt photo becomes an expense, and a receipt taken with no signal is held until the phone is back online.Vérifié le 30 oct. 2026SourceOuiOui

Ce qui bouge

Importez vos données depuis Sage Accounting

Vos données sont lues dans votre propre navigateur et envoyées à votre compte Calisto. Calisto ne voit jamais votre identifiant de connexion pour l'ancien système.

À partir d'un fichier d'exportation

Exportez vos données depuis Sage Accounting et déposez le fichier. Il est lu dans votre navigateur et mappé sur Calisto.

  • Tableau des comptes

    Your accounts, with their codes and types. Bring these first: everything else names them.

  • Clients

    The people and companies you invoice.

  • Fournisseurs

    The people and companies who bill you.

  • Bilan intermédiaire à votre date de bascule

    Every account’s balance on the day your books start in Ledger. It becomes your opening balances.

  • Factures impayées à votre date de bascule

    Invoices customers still owe you on the switch date, with what is left to pay. They are already in your trial balance; a payment after the switch clears them.

  • Factures impayées à votre date de bascule

    Bills you still owe on the switch date, with what is left to pay. They are already in your trial balance; a payment after the switch clears them.

  • Historique du journal

    Journal lines, if you want your history in Ledger. Lines dated before your switch date are kept for reference (your trial balance already holds them); later ones post.

Moving from Sage Accounting

Questions about switching

Do my Sage Accounting books come over?

Yes, once. Bring your books reads the export files Sage Accounting gives you, in your own browser: the chart of accounts, customers and suppliers, the trial balance on your switch date as opening balances, the invoices and bills still open then, and your journal history. Each account's likely role is suggested for you to confirm.

Can I keep Sage Accounting connected to Calisto?

No. Calisto keeps no connection or sync with other accounting software and stores no login for it. The books move in once, and from then on they are kept in Ledger. What you hand your accountant comes from Reports for your accountant.

Does Calisto submit VAT to HMRC?

No. Ledger prepares an itemised VAT report for the period and keeps every copy you download or email to your accountant, who files the return. E-invoices go through the fiscal provider you connect with your own account.

Does Calisto pay my bills or run payroll?

Ledger records money after it moves: it marks a bill paid and from which account, but it never sends a payment. Payroll runs in Calisto Workforce, which posts one balanced payroll journal to the books.

En savoir plus

Tout ce que Calisto fait ici

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