SAGE Online Export

The SAGE export has a new option for the latest SAGE Accounting package. This is the online version, previouslyknown as SAGE One.

To enable this format, simply select it in the SAGE/Xero export settings screen and configure the options as needed.

SAGE VAT Codes

Note that SAGE Accounting uses different VAT codes to SAGE Line 50.
You will need to set the SAGE VAT Code description in the AUTOWORK ONLINE VAT Codes Maintenance screen to match what you have in SAGE.

R190-SAGE-VAT-Codes

Exporting

Exporting Customer & Supplier records, and Invoice / Credit transactions is done via the Sales / Purchase Report.These files can then be imported into SAGE Accounting via the Quick Entry screen. Please refer to the Sage documentation for more details.

Customers

Unlike SAGE Line 50, SAGE Accounting does not allow the re import / updating of existing customer or supplier records. It will report a problem if you attempt to do so.

To manage this, when a customer account has been exported from AUTOWORK ONLINE it is marked as exported. These records will be excluded from future exports. You can review and/or change the export status of a customer record in the Customer / Supplier Database. This does not affect transactions.

The same ‘Use SAGE CASH Account’ option is available for the new version of Sage as in Line 50. Setting this will use the specified SAGE Cash account value against any transactions for this customer.