Sage Integration in Dash SaaS

Introduction

Integrating Sage revolutionizes financial management by providing a seamless experience in handling accounting and business operations. Through automated data synchronization, users eliminate manual entry tasks, ensuring accuracy and saving valuable time. This integration extends to various financial transactions, including invoicing and payment reconciliation, facilitating effortless maintenance of up-to-date and precise financial records. Moreover, Sage integration enhances visibility and transparency, offering real-time insights into key financial metrics like revenue, expenses, and cash flow. With easy synchronization of invoices and charts of accounts between Dash SaaS and Sage, businesses can efficiently manage their finances, make informed decisions, and drive growth effectively.

How To Install the Add-On?

To install the Sage Add-On you can follow this link: Setup Add-On.

How To Use the Sage Add-On?

• After enabling the Add-On, go to the System Settings page and look for the Sage section.

• You will be required to enter key credentials, including:

  • 1. Client ID
  • 2. Client Secret
  • 3. Callback URLs
  • 4. Default Bank Account Type
  • 5. Authorization Token (can be refreshed or generated anytime)
• To generate these credentials, use this link: https://www.sage.com/en-gb/sage-business-cloud/sage-accounting/
• After saving the credentials, you’ll find Sage Add-On in the sidebar of your platform.

Managing Ledger Accounts and Syncing Data

• In the Sage Add-On section, you will see a list of ledger accounts already created in your Sage account.
• You can create new ledger accounts using the Create button.
• Next to the Create button, you’ll find a Sync Data button that syncs your accounts between Dash SaaS and Sage.
• When you click Sync, the platform will push created accounts to Sage and fetch updates from Sage as well.
• Any changes made on either system will be reflected on the other after syncing, maintaining accuracy across platforms.
• Then comes the refresh token button, if you click on that button you can also refresh the token easily.

Invoice Creation and Payment Tracking

• Once the Add-On is active, while creating an invoice, you can select a Sage ledger account from a dropdown menu.
• This ensures that your invoice is linked directly to an appropriate Sage account at the time of creation.
• When the invoice payment is completed, the system will automatically record a payment entry in Sage.
• This removes the need for double-entry and ensures that both systems always reflect the latest transaction status.