Help CenterOur Sage 50 integration is a file-based integration where we export supplier invoices to a CSV file that can be imported into Sage 50.
Setting up the integration
Go to Settings --> Company
Make sure Sage 50 is used for the export format.
Export file format
The export file is populated with the following details:
- Type – PI / PC (invoice or credit note)
- Account reference – Supplier number in CostTracker
- Nominal A/C Ref – G/L account in CostTracker
- Department code – Cost dimension 1 in CostTracker
- Date – Document date in CostTracker
- Reference – Invoice number in CostTracker
- Details – line item description in CostTracker
- Net amount – Ex vat amount in CostTracker
- Tax code – VAT code in CostTracker
- Tax amount – VAT amount in CostTracker
- Exchange Rate – Exchange rate from CostTracker
- Extra reference – Not in use
- User name – User that exported the information
- Project Refn - Cost dimension 1 in CostTracker
- Cost Code Refn - Not used as per today
Import into Sage 50
As this might change, we refer to Sage 50 documentation for how to import data. However, the below link could be useful for finding where to import:
https://gb-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=200427112230810