SageAPA integrates with Sage 50 CA through its sync tool.

HOW TO INSTALL THE SYNC TOOL

Please note, it is mandatory to install the sync tool, since the data between the two systems is synced via the sync tool.

  • Pre-Installation Connection List. Read here.

  • Sync Tool Installation and Connection guide. Read here.

HOW TO SYNC DATA WITH THE SYNC TOOL

WHAT DATA IS SYNCED BETWEEN SAGE APA and SAGE 50 CA

The following information is synced between Sage APA and Sage 50 CA.

  • Lists are imported into SageAPA from Sage 50 CA.

  • Invoice data is exported from SageAPA into Sage 50 CA.

  • Payment data is imported into SageAPA from Sage 50 CA.

LISTS IMPORTED INTO SAGE APA

  • Vendor

  • GL

  • AP Account

  • Item

  • Tax

  • Job / Job Site

  • Inventory Location

INVOICE WORKFLOW

The invoice module can be used to upload invoice images, code invoices, submit them for approval based on the approval matrix set up and export invoice data back into the accounting system.

PAYMENTS WORKFLOW

Beanworks payments module can be used for paying vendor invoices and reimbursing employee expenses. This allows the accounting team to select the invoices and expenses they want to pay and submit the payments for approval. To learn more about payments and pricing please email beanpay@beanworks.com or reach out to your customer success manager.

  • Payments are created in the accounting system and then paid in Beanworks. Learn more.

  • How to on-board a vendor for Sage 50 CA. Learn more.

EXPENSE WORKFLOW

The expense module can be used for allows the employees to capture their receipts via both web and mobile app; create expense reports and submit the reports for approval. To learn more about the expense workflow offered for great plains, please read here.

SYNC ERRORS TROUBLESHOOTING

  • The value you are attempting to set for this field is invalid. Read here.

  • Unable to open company file. Read here.

  • Could not allocate line number * of invoice **** to a job site. Read here.

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