Note February 2021: This article refers to an older version of our Sage 50 integration. Click here for instructions on how to use our new Dext Connect app to seamlessly integrate with your Sage 50 accounts.
This is a guide to help you use the Sage 50 integration after the installation process. For instructions on how to connect and integrate with Sage 50 please click here. Please note that our Sage 50 integration is unavailable in the US or France.
After connecting a Dext Prepare account to Sage 50 you will be able to will sync your Chart of Accounts, Tax Lists and Supplier Lists between the two pieces of software and publish your transactions directly to Sage 50. For any users on a Legacy or Business/Business Plus/Business Premium plan you will need to use CSV export to send your transactions to Sage 50. Streamline and Optimise users can publish directly.
System Requirements:
Operating System: Windows 8.1 or Windows 10
Internet Speed: Average UK speeds (at least 10 Mb/s)
Minimum Disk Space: At least 100MB per company file
Your integration has to be on the same environment that hosts the company’s Sage 50 files. This is typically the same computer that has Sage 50 installed. For instructions on how to check, click here.
Note: Dext Prepare will perform a sync with Sage 50 every 24 hours to ensure these lists are up to date. If your lists have not been updated after a few minutes, you can force a sync by following these instructions.
In the menu under Lists and then Categories you will find your Chart of Accounts that has imported from Sage 50.
In the menu under Lists and then Suppliers you will find all the suppliers that have imported from Sage 50.
Note: During the initial sync, suppliers might not pull through from Sage 50 for 5 or so minutes. Your supplier records may be in a different format in Sage50 to how Dext Prepare has extracted them from the invoice (e.g. Bob the Builder - Bob's Builders Ltd.) so be sure to review extracted data so that receipts and invoices are associated with your Sage 50 suppliers to avoid duplicate supplier accounts in Sage 50.
Under the Connections tab in the sidebar menu you will find the Integration settings. In order to publish tax correctly to Sage 50 you must have ‘Use tax list’ turned ON and a set Default Tax Code. (we recommend that this is set to 'Standard rated transactions (T1).'
You can submit your Cost Items in the same way as any other integration, and Receipt Bank will extract the data for you to review in your Costs workspace.
When you are happy with the data, publish the items to Sage 50 using the green 'Publish' buttons.
The items will now appear in the Transactions tab of Sage 50. You may need to toggle the Filter in Sage 50 on and off to refresh the page.
Double-click entry in the Transactions tab to see all the data published from Dext Prepare. The image of the original receipt or invoice can be seen by copying the URL from the Description field and pasting it into your web browser.
Note: If you experience difficulty publishing or syncing data, follow these steps to troubleshoot your connection.
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To export your transactions via CSV please follow these steps:
- Select the transactions from the workspace and then click the tools button and then export
- Ensure that you have Sage 50 as the CSV format from the drop down list and then click Export. Please note that you have the option to move these items to your archive after export, or leave them in the current workspace.
