Once the Sage 50 integration has been connected and the mapping has been set up, it's recommended you complete a controlled test by posting 2-5 expenses from the Approved section in the Finance area.
To test a posting to Sage 50, follow the steps in each section below.
Part One - Create a posting in ExpenseIn
To post expenses to Sage 50, you first need to create a posting in ExpenseIn by following the steps below:
1. Go to the Finance area.
2. In the Approved section, click the relevant subheading for the type of expenses you want to post to Sage 50 - e.g. Reimbursable.
3. Select the expenses you'd like to post by ticking the individual checkboxes, or tick the Select All checkbox.
Note: You can click Filter and use the filter options available to locate the required expense(s).
4. Click the Export button and select either Export All or Export Selected from the drop-down depending on your selection.
5. Click the Sage 50 option in the Export Expenses window.
Note:
If an expense being posted to Sage 50 is billable, you'll need to mark it as 'Billed' separately before posting from the Reconcilable or Reimbursable sections.
All expenses will be moved to the Completed section in the Finance area once the posting has been started. If any expenses are not moved, check the Billable section and complete these manually.
6. Click Export in the Export Expenses window to confirm the posting.
7. Click the red Posting History link in the posting confirmation window to view the status of the posting.
8. In the Posting History screen, the posting status will show as Pending.
Note: Pending postings can be cancelled from the Posting History screen if the posting is incorrect. Postings can only be cancelled if all of the transactions in that posting are of pending status - see our Help Article for further steps on how to cancel a pending posting to Sage 50.
Part Two - Finish posting the expenses to Sage 50
Once you have a Pending posting, you can continue to post the expenses to Sage 50 by following the steps below:
1. Ensure you are logged out of Sage 50, and open the ExpenseIn Integration Connector for Sage 50 from your desktop.
2. Click Post Expenses and wait for the expense data to be processed.
3. Close the connector by clicking the X in the top-right corner.
4. Go back to the Posting History screen in ExpenseIn and click Refresh to get the most up-to-date posting status.
Note: The posting status will change from Pending to Complete if the posting was successful.
5. You can then check the expense in Sage 50 using the EI number.
If you have any further questions or have any issues posting expenses to Sage 50, check out our 'Why has my Sage 50 expense posting failed?' Help Article or contact our Support team for help.