Let's discover how to integrate your Sage 50 or 200 account!
Service Geeni allows you to link 3rd party account packages with the likes of Sage 50 & 200, Xero and QuickBooks. Integrations like these are important as they allow for seamless communication between the services, saving you time and money.
Getting There
Your first task in integrating Sage is to download the Accounts Bridge application.
You can find this by heading to System settings in the Settings tab at the top right of the screen.
When the page opens, you will land on the Company Address page.
Scroll down to the bottom of the screen, and click Edit.
Select Offline TPL and then Download. A new tab will open up.
From the dropdown, select Accounts Bridge.
Download the latest version by clicking the blue Windows link and saving it.
Next, open the downloaded MSI file and install the Accounts Bridge tool.
User Permissions
When installing, some users may experience user permission issues.
To fix this:
Open up File Explorer.
Enter %programdata% or %ProgramFiles(x86)% into the bar at the top; this should take you to: C:\ProgramData\.
Right-click on the Service Geeni folder and click on Properties.
Go to the Security tab and press edit.
Select Users and give full access.
Once installed, a launcher icon will appear on your desktop. Click this to launch the application.
The bridge must be installed on the same machine as the Sage data.
If a user is operating one of the employee's logins, then the accounts bridge won't update while that employee is logged into Sage.
We recommend having a dedicated Sage login for the accounts bridge or using a login that isn't used often.
Next, you must specify the details of your Accounting Package (i.e. Sage in this case).
Select the required Accounts Package and Version.
The accounts bridge offers the ability to add multiple Sage connection lines, tying different SG branches to different companies. You can set a default where you want all branches to post to that company.
Clicking Run Synchronisation overrides the 20-minute sync window: useful if you need to get anything posted over quickly.
Then, enter your Username and Password in the Details section.
If you are unsure about your username:
Open the Sage desktop app.
Head to Settings in the menu bar.
Select User Management and finally Users.
Here, you’ll find all user details, including your username.
Once you’ve entered the information, click Test Connection. If everything checks out, a green tick mark will confirm that the connection is successful.
Next, it’s time to add your Service Geeni details.
In the Service Geeni Address box, enter the URL.
In the API Key box, add the license key provided by the Service Geeni Customer Support team.
Click Test Connection. Again, a green tick mark confirms the Accounts Bridge tool is successfully connected to Service Geeni.
Now, switch to the Status tab. If no error messages pop up, click Close to move on.
Syncing Error
If transactions are failing to sync due to permissions issues, you may need to change the user that the accounts bridge service runs on, as it needs to have Full Access.
Check ACCDATA Permissions
The first thing to check is the user permissions in the Sage data directory:
Right-click on the ACCDATA file on your system.
Select Properties.
Click on the Security tab.
With the designated user selected, check the permission level and ensure that it's set to Full Access.
Set the ‘Run-As’ user on the service:
Search for Services in the Start menu and run it.
Find Service Geeni Accounts Bridge, right-click on it and select “Properties”.
Go to the Log On tab and select the “This Account” radio button, and press Browse.
Type in the username and press check names, then press OK.
Now, enter a password and press Apply.
Restart the service, and it should now run as that user, and so resolve any permissions issues.
Payment Terms in Sage
Payment terms in Sage define when an invoice becomes due and how payment timelines are calculated. When integrated with Service Geeni, these terms control the due date applied to invoices passed between systems.
Key Aspects of Payment Terms
Definition and Setup
Payment terms determine how the invoice due date is calculated. These can be based on a fixed number of days after the invoice date or a specific rule, such as a set day of the month.
Common Payment Term Types
Net 30 / 60 / 90: Payment is due within the specified number of days from the invoice date.
End of Month (EOM): Payment is due at the end of the month in which the invoice is issued.
Payment In Advance (PIA): Payment is required before goods or services are delivered.
Early Payment Discount (e.g. 1% 10 Net 30): A small discount is applied if payment is made early, otherwise the full amount is due within the standard term
How This Works with Service Geeni
When Service Geeni is integrated with Sage:
Service Geeni creates and sends the invoice.
Sage applies the payment terms and calculates the due date.
Sage tracks payment status and overdue balances.
If payment terms differ between Service Geeni and Sage, Sage will typically
determine the final due date.
Pro tip: Always ensure payment terms are clearly defined and consistently applied within Sage. This avoids discrepancies between systems and ensures accurate due dates on invoices generated through Service Geeni.
You have successfully linked your Service Geeni account to Sage.
Next Steps
Now you have that all set up, let's move on to the next steps: