Sage One Accounting Integration


Integration with third-party systems like Sage One is available for subscribers on our Business Plan and above. This service allows you to post payroll transactions into Sage One for bookkeeping purposes.

If you are not familiar with charts of accounts or general ledger codes, please see http://help.paymentevolution.com/entries/23227686

 Setup Sage One Integration

**Prior to importing please review the Payroll chart of accounts and your Sage One accounts.  If you wish to add any accounts to Sage One please do this prior to integrating.

(HINT)For ease of use we added Payroll Clearing Liability, QC Taxes Liability and QC Taxes Expense.  You may want to add others as well.

Once you have added all your accounts in Sage One it's now time to connect them to your Payroll account.

To get started,  login to your Payroll account and Navigate to SETTINGS  -Add-Ons and Enable Sage One

 

                   

 

 

You will now be asked to login to your Sage One Account

and then click “Allow” upon prompt to authorize.

Your Chart of Accounts from Sage will now be pulled in.  Please use the dropdown to map EVERY field (regardless of whether you plan to use it or not).  Not mapping all fields can result in a failure to send the data properly.

Your GL import and synchronization is now complete. You can now process a payrun on the Payroll site. To do so, click on RUN PAYROLL. Run your payroll as you normally would. 

Importing payroll transactions into Sage One

When you are ready to import your transactions into Sage One, either click ACTIONS -> END OF PERIOD or start a new payrun. The system will prompt you to send your recent transactions to Sage One, click Next

 

 Payroll will send Sage One any transactions you've done since you've last closed your period. Older transactions in periods that you've already closed can be imported via REPORTS -> GL REPORTS. Just click the export button beside the report you wish to export into Sage One. 

You can now login to your Sage one account and view your reports and work with them as needed.  You can find them under your journals. 

And when you click on the line you get a full breakdown like this:

 

 

Trouble connecting to Sage One?

If you are having issues connecting to Sage, your connection might need to be re-established. Please log into your account, go to add-ons and delete the Sage One integration. Re-enable the add-on and follow the steps above to ensure your chart of accounts are mapped properly.

 

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