Jenesys makes it easy to integrate end-to-end with Sage via a secure API connection to facilitate the synchronisation of the expense transaction data and documents from Jack to your favourite accounting platform.
To facilitate this synchronisation you have to perform a one-time account integration with your Sage account.
Note: You can only have one active accounting platform integration i.e. Sage, Xero or QuickBooks. To switch from one integration to another. Visit this Guide
Connecting Jack to Sage
After you Sign In, click the 'Settings' button on the sidebar. Then, click the 'Connection' tab.
Enter your registered Sage email address and password. Then, click the 'Log In' button.
Note: If you're already logged into your Sage account, this stage might be skipped.
Click the 'Allow' button to grant the required permissions. It will redirect you back to the Jenesys WebApp.
You will be redirected back to the 'Settings' page for one last step to choose the specific client you will like to connect to Jack.
After selecting from the dropdown list. Click 'Connect'.
Congratulations, you have successfully integrated to your Sage account with Jenesys for Jack to start working.
To disconnect from Sage, click on the 'Manage' button to navigate to a new page.
On this page you have the options of refreshing the Chart of Accounts by clicking the Refresh Button AND disconnecting from Sage.
