If you already have SageLink installed you'll know the benefits it can bring, after all the seamless flow of transaction document creation on Workbooks (from Opportunity to Quotation to Order to ...
If you want to synchronise customer orders, credit notes, new accounts and invoice information from Workbooks directly into Sage Line 50, Sage Line 100 and Sage Line 200 accounting packages you can do so using Sagelink.
This will minimises the risk of manual error or duplication of effort and ensures consistency of data across the business. What's more, with financial transaction data available for all departments to see, your employees are better equipped to provide the best possible customer service.
For instance, your finance team will know not to chase for payments if the customer is having a support issue, and the sales team can make sure they don't sell more to customers that are not good at paying.
- What is Sagelink?
- Which versions of Sage are supported?
- Which records are synchronised between Workbooks and Sage?
- How much does Sagelink cost?
- How does Sagelink work?
- How does the mapping process work?
- Can I avoid having to manually map every account?
- What happens if I create an Invoice in Workbooks and there isn't a corresponding account in Sage?
- How do I map Nominal Codes between Workbooks and Sage?
- How do I map VAT codes?
- Can I bring over detailed Line Item information?
- How does Sagelink know which Invoices to extract from Workbooks and push into Sage?
- Does Sagelink push back payment status for an Invoice from Sage into Workbooks?
- Should I do my credit control in Workbooks or Sage?
- If I'm creating Invoices in Workbooks and synchronising the data into Sage, can I reproduce the Invoices in Sage if my client wants a copy?
- How do Sagelink and Workbooks handle multiple currencies?
- How often would I run Sagelink?
- We apply a discount to our Invoices. How does Sagelink manage this?
- What are the main differences between an integration into Sage Line 50 and Sage Line 200?
It is also possible to push Order records from Workbooks into Sage, enabling you to use Sage for stock management. If you have similar requirements, please contact either Workbooks or Eiger Group for additional information.
The software maps the financial details of these transactions against the correct Sage nominal accounts (i.e. the sales ledger & nominal ledgers are updated) and Sagelink performs validation checks to ensure it has all the correct information required by Sage.
Once the batch is ready, the user confirms that the batch is okay to post and it is posted into Sage. This two step process allows the accounts team to validate that the correct data is being posted.
- Which customer account code to use.
- Which nominal codes to use.
- Which VAT rates apply.
Let's assume that ORG-1000 (called Acme Supplies Limited) in Workbooks corresponds to ACME01 in Sage. The first time Sagelink is run, it will pull data related to an invoice for ORG-1000, however, it will not know which Sage Account to map the record to. It will therefore prompt the user to select the right account (ACME01) and it will build the map. Sagelink will then remember that mapping going forwards.
- Nominal Codes on Invoice Line Items in Workbooks
If you split your revenues by product type, then the most common approach is to create a custom field (a pick-list) on the invoice line item to store the nominal code information.
Sagelink can be configured to automatically map the nominal code data in Workbooks and post the Invoice information into the right place in Sage.
What's more, if you use the Workbooks product book, it is possible to store the nominal code information against a product record in Workbooks. By doing so, the nominal code will be automatically populated onto the Invoice line item, rather than being selected manually.
- Nominal Codes on Invoice Headers in Workbooks
If you track revenues by regions or sales team, you could create a Nominal Code custom field (a pick-list) on the Invoice Header in Workbooks. Sagelink can then use this information to post the invoice to the correct accounts in Sage.
It is also possible to auto-populate the Nominal Code data on the invoice header from other records in Workbooks, such as the Organisation record, to streamline this process.
- Auto-Mapping in Sagelink
If you don't wish to manage your nominal code data in Workbooks, you can use the Auto-mapping features of Sagelink. Every time you synchronise an invoice from Workbooks to Sage, it will prompt the user to select the right nominal code fields and will learn the mapping.
This will be repeated for each line item on the invoice, regardless of the product description in Workbooks. It is the nominal ledger mapping that enables each Workbooks line item to be posted into the correct nominal category.
Invoice analysis in Workbooks is strong, however, so you can easily report on sales by different product, category, salesperson, territory or accounting period from within Workbooks.
- Date Control
You can configure Sagelink to only extract invoices after a certain date. This can be useful if you have imported historic invoice information into Workbooks.
- Synchronised Flag
Once an invoice has been exported to SageLink and posted to Sage, Sagelink marks the invoice in Workbooks by ticking the Synchronised field on the invoice. Once this field has been ticked Sagelink ignores the invoice on the next run.
- Document Status
Lastly Sagelink only extracts POSTED invoices in Workbooks whilst all DRAFT documents are ignored.
If I am creating Invoices in Workbooks and synchronising the data into Sage, can I reproduce the invoices in Sage if my client wants a copy?
n Sage you need a different Customer Account for each currency. Sagelink tracks the combination of Account and Currency and won't let you post multiple currencies to the same account. Sagelink will prompt you to select a different Sage Customer Account or to create a Customer Account in Sage for the subsequent currency.