Audience: Admins
Purpose
Getting the platform connected to your Sage Accounting Online platform takes minutes! This process will map the platform Accounting fields for your Sage Nominal account codes and will synchronise the tax codes you have in Sage to the platform.
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 the platform manually.
Overview
Connecting 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 the platform
Note: You can only connect one Sage account to the platform at a time. If you have multiple companies, please speak to our customer support who will be able to create additional child companies for you to manage this scenario.
Step 6: Once you have clicked on Allow Access, you will be redirected back into the platform. 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 fields (i.e. Cost centre, Department etc.) (optional)
If you don't need to create any additional accounting fields then please follow the
Next step: Mapping Expense types (mandatory)