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.

機能ごとに

Calisto Ledger と Sage Accounting の比較

  • 25 どちらも
  • 1 Sage Accounting のみ
Sage Accounting の横に Calisto Ledger、機能ごとに。
26 機能Calisto 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.2026年10月30日 にチェックインソースはいはい
Year-End Lock DateCalisto: a closed period refuses entries dated in it until someone who manages the books reopens it.2026年10月30日 にチェックインソースはいはい
Year-End CloseCalisto: Year-End Close posts the closing entry that moves the year's profit into retained earnings.2026年10月30日 にチェックインソースはいはい
Audit TrailCalisto: every record has a History tab, and the Activity Log shows who changed what and when.2026年10月30日 にチェックインソースはいはい
Sales
QuotesCalisto: quotes are written in Proposals, and an accepted proposal raises the invoice through the same invoice writer Ledger uses.2026年10月30日 にチェックインソースはいはい
Recurring InvoicesCalisto: recurring invoices are raised on the account's own day, and each one is raised once, even when two schedulers fire together.2026年10月30日 にチェックインソースはいはい
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.2026年10月30日 にチェックインソースはいはい
Customer StatementsCalisto: a customer statement lists the customer's invoices, payments and credits, each in its own currency.2026年10月30日 にチェックインソースはいはい
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.2026年10月30日 にチェックインソースはいはい
Online Card Payment on InvoicesCalisto: each invoice carries one live payment link for its balance, and the card payment is taken with Payments.2026年10月30日 にチェックインソースはいはい
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.2026年10月30日 にチェックインソースはいはい
Bank
Bank FeedsCalisto: bank feeds are linked in Banking, Bank Connections, and each feed account is tied to an account in the chart.2026年10月30日 にチェックインソースはいはい
Bank RulesCalisto: bank rules run first, in the order the business sets, before any suggested match.2026年10月30日 にチェックインソースはいはい
Bank Statement ImportCalisto: bank statements import from OFX, QFX, CAMT.053, MT940 or CSV, and a line is never imported twice.2026年10月30日 にチェックインソースはいはい
Bank ReconciliationCalisto: a statement reconciliation ticks what cleared against the ending balance and finishes when the difference is zero.2026年10月30日 にチェックインソースはいはい
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.2026年10月30日 にチェックインソースはいはい
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.2026年10月30日 にチェックインソースはいはい
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.2026年10月30日 にチェックインソースいいえはい
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.2026年10月30日 にチェックインソースはいはい
Planning
Budget Against ActualCalisto: budgets are set per account and period in their own currency and compared with the actuals as they post.2026年10月30日 にチェックインソースはいはい
Cash-Flow ForecastCalisto: Forecast projects the business's cash flow from its books.2026年10月30日 にチェックインソースはいはい
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.2026年10月30日 にチェックインソースはいはい
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.2026年10月30日 にチェックインソースはいはい
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.2026年10月30日 にチェックインソースはいはい
Access
Accountant AccessCalisto: an outside accountant gets a portal built in Station with exactly the finance screens the business chooses to share.2026年10月30日 にチェックインソースはいはい
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.2026年10月30日 にチェックインソースはいはい

何が動くか

Sage Accounting からデータを移行

データはお客様のブラウザで読み込まれ、Calisto アカウントに送信されます。Calisto は旧システムのログイン情報を決して見ません。

エクスポートファイルから

Sage Accounting からデータをエクスポートしてファイルをドロップしてください。ブラウザで読み込まれ、Calisto にマッピングされます。

  • 勘定科目表

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

  • 顧客

    The people and companies you invoice.

  • サプライヤー

    The people and companies who bill you.

  • スイッチ日の試算表

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

  • スイッチ日の未払い請求書

    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.

  • スイッチ日時点での未払い請求

    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.

  • ジャーナル履歴

    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.

詳細を見る

Calisto がここで行うすべて

この比較の裏にあるのは、セクター、アプリ、ガイドです。