Objective
This article will demonstrate how to reflect your Charitable Fund codes in AutoEntry from a Sage company set up as a charitable business.
Applies To
Purchase/Sales invoices.
Sage 50 UK&I integrated companies.
Procedure
Sage 50 UK&I gives companies set up as the 'Charity' Business Type an additional (fourth) code - 'Charitable Fund'.
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.
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.
Additional Information
A full guide on integrating your company with Sage 50 UK&I can be found here.
If you have added new codes to Sage and need to pull them through to AutoEntry, you will need to re-sync your company's data by following these steps.