Sage Online

Linking to Sage

Before any Sage Online features can be used in EquisoftLive you must link your sage account in billing settings.

Once "Link Sage Account" is clicked you will be redirected to the sage website - from here you must login.

The Sage account status will then be listed as 'Linked' once successful.

Owner Accounts Link & Export

Before many of the Sage features can be used an "Accounts Link" is required for each owner.

These can be viewed using the owner export page: https://my.equisoftlive.com/?page=owner_mass_link

If no EquisoftLive owners currently exist in sage it is recommend that they are exported using the following steps:

1. Select the owners you wish to export using the checkboxes - all can be selected by using the top left.
2. Click "Export Selected" once selection is correct.
3. Start Export using the "Export" button

If owners already exist in Sage then there is no need to export again so it is recommended to link them manually:

1. Click on the Accounts Link field on the grid to display a list of existing Sage Owners.
2. Select the corresponding Sage Owner
3. Save once all selections have been completed

Owner Balances

Once an Owner has a matching Accounts Link their sage balance will be displayed in a number of places.

Owner Search:

Owner Profile:

Client List Report:

Creating Invoices/Credit Notes

Both Invoices and Credit Notes can be created using the "Sage Invoices" tab on the Owner page.

1. A new invoice row can be added
2. Ledger Account can be changed
3. TAX Code can be changed
4. Invoice can be saved

Credit notes for existing invoices can also be generated by clicking the "Credit" column.

Please note that the credit balance can never be a negative value.

Linking Nominal Codes

Sage nominal codes can be imported to EquisoftLive using the #1 "Import Codes from Sage" button

This will also attempt to match any existing codes with the same code number.

Codes can also be assigned manually by clicking the "Edit" column:

Linking TAX Codes

TAX Codes can be linked to Sage using the interface code field.

Exporting Invoices

Invoices can be exported to sage using the "Export Invoices" page available here: https://my.equisoftlive.com/?page=billing_export

The "Export Invoices" button will be disabled if any errors are found in the invoices - these should be amended before attempting to export.

User Access

Sage Features can be enabled/disabled on a per staff basis using the Staff Settings: https://my.equisoftlive.com/?page=staff_settings