EXPENSIFY WITH SAGE 50

For the prevailing ridiculously informative weblog section, we will stroll you via a way to consolidate Expensify with Sage 50 (PeachTree), a number one cloud-based accounting organization. Sage error support compromise is open on the corporate path of movement, and you may in like way reference this submit in the event which you'd get a kick out of the opportunity to join Expensify with different cloud-based totally accounting programming, as an instance, Intacct.

fundamentals

these fundamental association setup steps need to be managed earlier than putting in the Sage 50 joining:

Climb to the corporate game plan.

affect an affiliation to value machine.

assurance that GL codes are asscoiated with categories.

statistics job identity as a report subject.

Outlining Your Export document

After you've picked the correct association to your affiliation, you may have an impact on a toll to plot that any executive can use to trade price information into Sage 50 technical number. To do all matters taken into consideration, visit the Export compose fragment of your method (Settings > regulations > [Policy Name] > Export codecs). once the passage mastermind has been made, any technique director can pick a social occasion of stories and toll them to the custom spreadsheet file.

whilst accounting setups aren't the same as association to association, beneath is an instance of a movement that has ended up being efficient even as making plans Expensify with Sage 50. If this does not supply off an influence of being the situation to your affiliation please stay in touch with us at help@expensify.com and we can make a point to get you set up.

outline Export layout:

also, you are carried out! at the whole of your next accounting period, you can choose which reviews you'll seize the opportunity to carry, and the information might be supposed for set up flow into Sage 50. We in addition have some great substances to empower consumer to import the archive from Expensify into Sage 50, which you may discover here. Fill us in with admire to whether you have got any request!

Expensify now fuses with Sage 50 (once inside the past Sage Peachtree) using our modified CSV trade define. through and by means of your retailers can without a variety of an make bigger make and post price reports in consistence with Sage 50 statistics essentials!

basics

these fundamental affiliation setup steps have to be managed before putting in place your Sage 50 fuse:

Climb to the corporate path of motion.

impact an association to fee technique.

Certification that GL codes are asscoiated with categories.

comprise vendor and activity identification as document Fields.

making plans Your Export file

After you've picked the correct design for your association, you will impact a passage to mastermind that any overseer can use to carry price facts into Sage 50 support. To do all things considered, visit the Export orchestrate range of your approach (Settings > policies > [Policy Name] > Export formats). once the passage type out has been made, any technique director can pick out a social occasion of news and charge them to the custom spreadsheet archive.

Expensify - CSV Export

if you have any clearing up request with regard on your Sage 50 convey setup, please connect to us at sage.mysupportphonenumber.com

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