This article aims to help you avoid potential system errors by giving you the best practices we've identified.
In this article, you'll see:
➡️ Our tips and tricks
💡 Tips and tricks
Invoice date: For an invoice transaction to be exported to SAGE 50, it must have an invoice date. This simple oversight can prevent the transaction from being exported. If the date is replaced by N/A, the transaction will not be exported.
Invoice number: To enable you to quickly identify in your Sage 50 that an invoice has come from Plannit, add a letter or prefix to your invoice numbers created in Plannit. If, by misfortune, someone on your team creates an invoice directly in Sage 50, the number will be different from those created in Plannit.
Adding a new catalog item: If you need to create a new item in your product catalog, you must:
Create it in your products and services in Sage 50
Create it in your product catalog (parameters) in Plannit
Complete your product catalog with the corresponding chart of account numbers in Sage 50 for debit and credit.
On your first day of integration with Sage 50, make sure you have completed the following steps:
In the account settings (under Accounting), enter the default Revenue account number for an invoice (if one of its invoice items does not have an account number associated with Sage 50).
a. DT: # Customer account
b. CT: # Other Income
2. In account settings (under Accounting), enter the default Bank account number for all payments or refunds.
a. DT: # Bank
b. CT: # Customer account
3. In account settings (under Invoices), enter the account number for GST collected and QST collected when creating an invoice.
a. Click on taxes Ex: Quebec
b. Complete the account numbers in Sage for:
i. DT: # Account receivable
ii. CT: # Other Income
4. This last option should ONLY be activated for specific companies that manage projects over very long periods. In 95% of cases, this option should not be activated, otherwise your transactions will never be matched until the invoice is paid in full.
If you have activated this option and decide to deactivate it, please note that all invoices that were created while the option was activated will remain with this option and will only be generated in the accounting system when they are paid in full. See below to generate them manually.
How to manually generate an invoice that has not been generated by the system:
Go to the invoice and click on Actions.
Select Activate transactions for accounting system.
Go to the Transactions tab and you'll be able to export it
Open the Sage 50 or Acomba file you've created and change the date on which you want this invoice to be recorded in your accounting system.
