Integrating with Sage Business Cloud Accounting on Tradify

Who can use this?

Platform: Web            Plan: Lite | Pro | Plus            Staff Permission: Settings

Understand more about how to integrate Sage Business Cloud Accounting with your Tradify account. 

Requirements and Limitations

Please note that this is a one-way sync, meaning you can send documents and information from Tradify, but not from Sage.

Supported Countries

United Kingdom & Ireland

Supported Sage Products
Sage Business Cloud Accounting

 

Supported Sage Plans
Start ✗ not supported
Standard ✓ supported
Plus ✓ supported

 

Supported Sage Access Levels
No Accessnot supported
Read Onlynot supported
Restricted Accessnot supported
Full Access ✓ supported

 

Tax Information

To be able to approve an invoice, you need to use the same tax rates you use in Sage. For example, if you are a not VAT/Tax registered Sage customer, you need to use a 0% tax rate, as not VAT/Tax registered Sage customers use a 0% tax rate.

You can change default tax rates (see more on tax rates), or manually change each line item tax rate as you create/review an invoice (see more on creating invoices). These are the default tax rates when adding any of the three line item types to an invoice, and where to modify them.

- Default tax rate for a time item / labour = that of its billing rate (Settings > Billing Rates)
- Default tax rate for a price list item / material = what was set when created (Settings > Price List)
- Default tax rate for a miscellaneous item = that of your general tax settings (Settings > Tax)

Bare in mind then that each price list item / material and each time item / labour billing rate has its own associated tax rate, which you may want to change for a particular invoice.

 

Other Important Information
1) Customer's postal address — To be able to approve an invoice, the customer needs to have a postal address, as it is required by Sage (see more on customers).
2) Decimal rounding — To be able to approve an invoice, the quantities and unit prices need to be rounded up to two decimals (0.00), as it is required by Sage.

 

Integrating with Sage Business Cloud Accounting

Head over to Settings, click on "Integrations", then select "Sage Accounting".

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Select "Login to Sage".

Note: You’ll now be redirected to Sage and asked to log in.

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Enter in your Sage login credentials and then select "Log in".

Note: If you're already logged into Sage, it will automatically skip this step.

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Once the connection has been authorised, you will automatically be redirected back to Tradify where you'll now notice four new account fields.

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Using the fields provided, select the appropriate account codes for your Labour, Materials, Bank and Purchases account, then click Save.

Note: If you’re unsure on which account codes to use, we recommend seeking the guidance of your accountant or bookkeeper.

 

Integration Presets

The following presets are available to use at your discretion. You can enable as many or as little as you'd like.

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Use Sage invoice numbering sequence. This is recommended if you plan to create invoices using both Tradify and Sage.
As the name suggests, enabling this option will trigger Tradify to use Sage's invoice numbering sequences over its own. This all takes place during the stage of sending the invoice to Sage. Until that point in time, the invoice will remain with a 'draft' title in Tradify.

Send invoice description to Sage Business Cloud Accounting.
Unlike Tradify, Sage does not provide a description field on their invoice layout. By enabling this toggle, Tradify will input the description into a new line item on the Sage invoice.

 

Importing from Sage

Once the link has been established with Sage, you can import your customers, suppliers and price list items by following the processes set out in each of the articles below.

Importing Customers from Sage

Importing Suppliers from Sage

Importing Price List Items from Sage

Important Note: You can perform the above steps at any stage to update your Customers, Suppliers and Price List Items in Tradify. However, we do recommend creating and maintaining these in Tradify directly, as they will automatically update in Sage when sending invoices over. 
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