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 Sage 50 is currently only available for UK accounts.
After connecting a Receipt Bank 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.
Note: Receipt Bank 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 Receipt Bank 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).'
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 Receipt Bank. The image of the original receipt or invoice can be seen by copying the URL from the Ex. Ref field and pasting it into your web browser.
Note: If you experience difficulty publishing or syncing data, follow these steps to troubleshoot your connection.