Objective

This article will go through the details for the following features with our Sage50 UK&I integration:

  1. Marking Invoices as Paid

  2. Project and Cost Codes are Separated into Individual Fields

  3. Custom Names for the 'Department' Field Sync from Sage 50 UK&I

  4. Charitable Fund' Codes for Sage 50 UK&I Companies Set Up as Charities

Procedure

1. Marking Invoices as Paid

AutoEntry gives you the ability to mark invoices as paid - please see here for the general guide on doing so. For Sage 50 UK&I specifically, it is only possible to mark invoices as fully-paid (not part-paid).

The resulting transactions in Sage 50 UK&I will be:

a) a Purchase Invoice (as normal - DR Expense/Liability, CR Accounts Payable)

b) a Purchase Payment for that same Purchase Invoice (DR Accounts Payable, CR Payment Account)

2. Project and Cost Codes are Separated into Individual Fields

Project and Cost Codes for Purchase invoices are managed separately in the Inbox and single invoice view.

The label displayed for Projects in your dropdown menu will be the Project Name as it appears in Sage. If the Project does not have a name, this will default to the Project Code.

3. Custom Names for the 'Department' Field Sync from Sage 50 UK&I

Sage 50 UK&I allows you to rename the 'Department' field to a custom name (e.g. "Team", "Channel" etc) - this custom name will sync directly to AutoEntry as shown below:

4. 'Charitable Funds' Codes for Sage 50 UK&I Companies Set Up as Charities

Sage 50 UK&I gives companies set up as the 'Charity' Business Type an additional (fourth) code - 'Charitable Fund' (which can be applied to both Sales and Purchase Invoices).

When integrating with a Sage 50 UK&I charity company, this new code will replace the 'Department' code in AutoEntry by default, and will then be available in the Inbox and single invoice views. Note that you can also choose not to use the new 'Charitable Fund' code in favour of retaining the 'Department' code via the new set of options on the Integrate page of a live integration with a Sage 50 UK&I charity company:

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