The Sage 200c Standard Data Sync allows you to automatically synchronise reference data from Sage 200c Standard into ExpenseIn, helping keep your Admin area up to date and reducing the need for manual updates.
This optional feature of the Sage 200c Standard integration allows you to continue posting expenses and invoices to Sage 200c Standard as normal.
To use the Sage 200c Standard Data Sync, it must be enabled and configured in the ExpenseIn Admin area. See our Configure Sage 200c Standard Data Sync Help Article for setup steps.
Note: You can disable all or part of the Data Sync configuration at any time.
How the Sage 200c Standard Data Sync works
The sync is one-way:
Changes made in Sage 200c Standard update ExpenseIn.
Changes made in ExpenseIn do not update Sage 200c Standard.
If a change is made directly in ExpenseIn to a field included in the sync, it will be overwritten at the next sync unless the same change is also made in Sage 200c Standard.
Sync requirements
At least one item must be enabled in the Data Sync configuration for a sync to occur.
Sync schedule
An initial sync occurs when you click Save & Sync.
An immediate sync occurs after configuration changes when clicking Save & Sync.
Clicking Save only stores configuration changes (no sync is initiated).
A daily sync occurs at approximately 4:00 AM GMT (time subject to change).
Synced fields
When the Sage 200c Standard Data Sync is enabled, Categories, Projects, Departments, Tax Rates, and Suppliers can be kept aligned with your Sage 200c Standard account based on your configuration.
a. Categories
ExpenseIn Data Field | Sage 200c Standard Data Field |
Category Name | Nominal Name |
Category Reference | Nominal Code |
Nominal Codes created or updated in Sage 200c Standard will create or update Categories in ExpenseIn.
Note:
Renaming a Nominal updates the Category Name (if the Nominal Code remains the same).
Deleting or making a Nominal inactive in Sage 200c Standard does not delete the Category in ExpenseIn.
New Categories created apply to 'Purchase Expenses' only by default.
If any of the Category settings need to be adjusted, you can edit the category.
The Category will retain any edits made to fields other than the Category Name and Category Reference in ExpenseIn.
b. Projects
ExpenseIn Data Field | Sage 200c Standard Data Field* |
Project Name | Cost Centre Name or Transaction Analysis Code Description |
Project Reference | Cost Centre or Transaction Analysis Code Code |
* Determined by the source selected in the Data Sync configuration.
Cost Centres or Transaction Analysis Codes created or updated in Sage 200c Standard will create or update Projects in ExpenseIn.
Note:
Renaming a Cost Centre or Transaction Analysis Code in Sage 200c Standard updates the Project Name (if the Cost Centre or Transaction Analysis Code Code remains the same).
Deleting a Cost Centre or Transaction Analysis Code in Sage 200c Standard does not delete the Project in ExpenseIn.
New Projects created apply to all expense types (and invoicing) by default.
If any of the Project settings need to be adjusted, you can edit the project.
The Project will retain any edits made to fields other than the Project Name and Project Reference in ExpenseIn.
c. Departments
ExpenseIn Data Field | Sage 200c Standard Data Field* |
Department Name | Cost Centre Name, Department Name, or Transaction Analysis Code Description |
Department Reference | Cost Centre, Department, or Transaction Analysis Code Code |
* Determined by the source selected in the Data Sync configuration.
Cost Centres, Departments or Transaction Analysis Codes created or updated in Sage 200c Standard will create or update Departments in ExpenseIn.
Note:
Renaming a Cost Centre, Department, or Transaction Analysis Code updates the Department Name (if the Cost Centre, Department, or Transaction Analysis Code Code remains the same).
Deleting a Cost Centre, Department, or Transaction Analysis Code in Sage 200c Standard does not delete the Department in ExpenseIn.
If any of the Department settings need to be adjusted, you can edit the department.
The Department will retain any edits made to fields other than the Department Name and Department Reference in ExpenseIn.
d. Tax Rates
ExpenseIn Data Field | Sage 200c Standard Data Field |
Tax Rate Name | Name |
Tax Rate Reference | Code |
Tax Rate (%) | % |
Tax Rate Codes created or updated in Sage 200c Standard will create or update Tax Rates in ExpenseIn.
Note:
Updating the Rate (%) in Sage 200c Standard does not update or create a Tax Rate in ExpenseIn; the existing Tax Rate remains unchanged.
Updating the Tax Rate Code Name in Sage 200c Standard updates the Tax Rate Name in ExpenseIn.
Deleting a Tax Rate Code in Sage 200c Standard does not delete the Tax Rate in ExpenseIn.
If any of the Tax Rate settings need to be adjusted, you can edit the tax rate.
The Tax Rate will retain any edits made to fields other than the Tax Rate Name and Tax Rate Reference in ExpenseIn.
e. Suppliers (Invoicing module only)
ExpenseIn Data Field | Sage 200c Standard Data Field |
Supplier Name | Supplier Name |
Supplier Reference | Supplier Code |
Suppliers created or updated in Sage 200c Standard will create or update Suppliers in the ExpenseIn Invoicing module.
Note:
Renaming a Supplier updates the Supplier Name (if the Supplier Code remains the same).
Deleting a Supplier in Sage 200c Standard does not delete the Supplier in ExpenseIn.
If any of the Supplier settings need to be adjusted, you can edit the supplier.
The Supplier will retain any edits made to fields other than the Supplier Name and Supplier Reference in ExpenseIn.
Additional Information
If you have any questions about the Sage 200c Standard Data Sync or the required setup, contact our Support team for assistance.