CS360 has been integrated with Sage50 to utilize its services for Invoicing & Payroll. Users are able to download a Sage50 compatible customer file as well as an invoice file and payroll files and will be able to upload it into the Sage50 Application.
In the billing tab (Settings>>Office Settings>>Billing tab) a panel for capturing the sage configuration has been added. This captures the details required for both the customer as well as the sales invoice file.
When you select any of the users from the client listing screen, the icon to download the csv file will be displayed to the user. On hovering on the icon, the text ‘Download File for Sage50' is now displayed.
The CSV file downloaded, would contain the details of the selected client(s) in the following sequence.
The file once downloaded will be uploaded into the Sage50 Application.
To import the client records into Sage50, the user needs to click on the File, Import / Export and Import Records.
The user needs to select the location of the CSV file from the customer section available.
Once the file is successfully uploaded, the clients will be added to the Sage50 application.
On the View Finalized Invoices screen, the users will be able to download Sage50 compatible sales invoice file(s). On selecting the invoices and clicking on the Sage download icon, the users would be able to download the Sage50 sales invoice file.
The sales invoice file would be client specific i.e each file would contain invoices specific to a single client. In the above screenshot, there are two different invoices for Client Alley. However, in the files downloaded, there is a single file generated specific to the client Alley having the details of both invoices.
The selected invoice file(s) would be downloaded in .imp format and would be available to the users in the download section.
To upload the Sales Invoice, the user needs to Click on File, Import / Export, Import Transactions and select the customer and the service type
Sage50 – Caregiver File Download
Users are able to download the Sage50 Compatible caregiver file. On selecting the caregivers from the caregiver listing screen, and clicking the ‘Download File for Sage50’ button, a CSV file will be downloaded.
The file downloaded will have the name format as CG_DateTime(24Hrs). i.e if the file is downloaded on 3rd January at 09:50:01 then the name of the file should be CG_01032024095001.
Sage50 – Payroll File
Users will now be able to download Sage50 Compatible Payroll File. On View Finalized Payroll Batch Screen an option to download “Sage50 CSV Export” will be available on click, then the Sage 50 payroll would be downloaded. The csv file will have the name format as PAY_DateTime (24HRS).
