Audience: Neo1 Admins
Getting your Neo1 company connected to your Sage Accounting Online platform takes minutes! This process will map Neo1 Accounting Segments for your Sage Nominal account codes and will synchronise the tax codes you have in Sage to Neo1.
Note: This integration is for the Sage Accounting Online platform only.
Companies using any other Sage version (Sage Intacct, Sage Line 50, 100 and 200) should configure Neo1 manually.
Connecting Neo1 to your Sage Accounting Online
Step 1: Click on Settings
Step 2: Click on Connect to Sage
Step 3: Click on Confirm in the confirmation box
Step 4: You will now be taken to the Sage login to authenticate. Login with your Sage Administrator credentials to complete this process.
Step 5: Chose your company. If you have more than one company under your Sage login, you may be prompted to choose which company you wish to connect to Neo1
Note: You can only connect one Sage account to Neo1 at a time. If you have multiple companies, please speak to Neo1 customer support who will be able to create additional Neo1 child companies for you to manage this scenario.
Step 6: Once you have clicked on Allow Access, you will be redirected back into Neo1. Wait a few seconds for your Sage settings to be synchronised, and then you will be presented with the following screen confirming you have integrated the two platforms
Next Steps: Create additional account segments (i.e. Cost centre, Department etc.) (optional)
If you don't need to create any additional accounting segments then please follow the
Next step: Mapping Expense types (mandatory)