Sage 50 setup

The Sage 50 integration sends the invoices you create in EVX Software to Sage 50 through an import file, so your accounting has every invoice without typing it again. Setup is done once, by a Super Administrator and the person who runs Sage 50 at your firm. Most of it is making sure both systems use the same names and codes.

Jump to:

• Before you start
• Match your customers
• Match your tax codes
• Match your item numbers
• Discount lines
• Import your invoices
• Example: the first import

Before you start

• Turn the integration on. Ask EVX Software support to turn on the Sage 50 integration for your installation. See Contact support.
• Have someone with access to Sage 50. The checks below are done in both systems.

Match your customers

Each client in EVX Software needs a customer in Sage 50 with exactly the same name. If the names differ, the invoice doesn't find its customer.

In Sage 50, set each of these customers to accept imported invoices, and to use your item numbers. Without these settings, Sage 50 asks you to match every invoice line by hand. See Sage 50's own help for where these options are in your version.

Match your tax codes

Sage 50 needs the same tax codes that EVX Software puts on your invoices, with the same names. Check them before the first import.

Match your item numbers

Every invoice line has an item number in Sage 50. EVX Software takes it from the labor category of the hours and the expense category of the expenses.

1. In Sage 50, create an item or service for each labor category and each expense category, with its item number, a description, and the revenue account it posts to.
2. In EVX Software, enter that item number in the Sage item number field of each labor category and each expense category. See Setting up labor categories and Expense categories.

When the integration is turned on, labor categories and expense categories start with a default item number. Replace it with your own, so each line posts to the right account.

Discount lines

A discount on a whole invoice, as an amount or a percentage, goes to Sage 50 as its own line. Its item number is set in Settings › General configuration › Sage Settings › Default Sage Item number for Discounts. Create the same item in Sage 50.

Import your invoices

Create and review invoices in EVX Software as usual, then import them into Sage 50. See Generating invoices.

Example: the first import

A firm's office manager runs Sage 50. Before the first import, she checks that each client has a customer of the same name in Sage 50, and sets them to accept imported invoices. She creates an item for each labor category and expense category, and the Super Administrator enters those item numbers in EVX Software. The month's invoices then import with every line on the right account.

What you can do next

1. Setting up labor categories to enter the item numbers.
2. Generating invoices to create the invoices you import.
3. Contact support to turn on the integration.