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.

Funcionalidade por funcionalidade

Calisto Ledger ao lado de Sage Accounting

  • 25 Em ambos
  • 1 Apenas no Sage Accounting
Calisto Ledger ao lado de Sage Accounting, recurso por recurso
26 recursosCalisto 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.Verificado em 30 de out. de 2026OrigemSimSim
Year-End Lock DateCalisto: a closed period refuses entries dated in it until someone who manages the books reopens it.Verificado em 30 de out. de 2026OrigemSimSim
Year-End CloseCalisto: Year-End Close posts the closing entry that moves the year's profit into retained earnings.Verificado em 30 de out. de 2026OrigemSimSim
Audit TrailCalisto: every record has a History tab, and the Activity Log shows who changed what and when.Verificado em 30 de out. de 2026OrigemSimSim
Sales
QuotesCalisto: quotes are written in Proposals, and an accepted proposal raises the invoice through the same invoice writer Ledger uses.Verificado em 30 de out. de 2026OrigemSimSim
Recurring InvoicesCalisto: recurring invoices are raised on the account's own day, and each one is raised once, even when two schedulers fire together.Verificado em 30 de out. de 2026OrigemSimSim
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.Verificado em 30 de out. de 2026OrigemSimSim
Customer StatementsCalisto: a customer statement lists the customer's invoices, payments and credits, each in its own currency.Verificado em 30 de out. de 2026OrigemSimSim
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.Verificado em 30 de out. de 2026OrigemSimSim
Online Card Payment on InvoicesCalisto: each invoice carries one live payment link for its balance, and the card payment is taken with Payments.Verificado em 30 de out. de 2026OrigemSimSim
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.Verificado em 30 de out. de 2026OrigemSimSim
Bank
Bank FeedsCalisto: bank feeds are linked in Banking, Bank Connections, and each feed account is tied to an account in the chart.Verificado em 30 de out. de 2026OrigemSimSim
Bank RulesCalisto: bank rules run first, in the order the business sets, before any suggested match.Verificado em 30 de out. de 2026OrigemSimSim
Bank Statement ImportCalisto: bank statements import from OFX, QFX, CAMT.053, MT940 or CSV, and a line is never imported twice.Verificado em 30 de out. de 2026OrigemSimSim
Bank ReconciliationCalisto: a statement reconciliation ticks what cleared against the ending balance and finishes when the difference is zero.Verificado em 30 de out. de 2026OrigemSimSim
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.Verificado em 30 de out. de 2026OrigemSimSim
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.Verificado em 30 de out. de 2026OrigemSimSim
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.Verificado em 30 de out. de 2026OrigemNãoSim
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.Verificado em 30 de out. de 2026OrigemSimSim
Planning
Budget Against ActualCalisto: budgets are set per account and period in their own currency and compared with the actuals as they post.Verificado em 30 de out. de 2026OrigemSimSim
Cash-Flow ForecastCalisto: Forecast projects the business's cash flow from its books.Verificado em 30 de out. de 2026OrigemSimSim
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.Verificado em 30 de out. de 2026OrigemSimSim
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.Verificado em 30 de out. de 2026OrigemSimSim
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.Verificado em 30 de out. de 2026OrigemSimSim
Access
Accountant AccessCalisto: an outside accountant gets a portal built in Station with exactly the finance screens the business chooses to share.Verificado em 30 de out. de 2026OrigemSimSim
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.Verificado em 30 de out. de 2026OrigemSimSim

O que se move

Migrando seus dados de Sage Accounting

Seus dados são lidos no seu próprio navegador e enviados para sua conta Calisto. O Calisto nunca vê sua senha do sistema antigo.

A partir de um arquivo de exportação

Exporte seus dados de Sage Accounting e solte o arquivo. Ele é lido no seu navegador e mapeado para o Calisto.

  • Plano de contas

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

  • Clientes

    The people and companies you invoice.

  • Fornecedores

    The people and companies who bill you.

  • Balanço patrimonial na sua data de troca

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

  • Faturas não pagas na sua data de troca

    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.

  • Contas a pagar na sua data de troca

    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.

  • Histórico do diário

    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.

Saiba mais

Tudo o que o Calisto faz aqui

As páginas atrás desta comparação: o setor, os aplicativos e os guias.