If you need to add your credentials or edit your existing credentials for either Sage 50 or ExpenseIn, you can add or update your credentials stored in the integration connector application.
To add or update your credentials stored in the integration connector, follow the steps below:
1. Open the ExpenseIn Integration Connector application from your desktop by double-clicking the ExpenseIn Integration Connector icon.
2. In the ExpenseIn Integration Connector, click Options, then select Configure from the drop-down.
3. The Connector Configuration window will appear for you to add or edit your Sage 50 and/or ExpenseIn credentials.
4. To update your existing Sage 50 credentials, click Clear Credentials. Then click Add Credentials to enter and save your updated Sage 50 user and password details.
Note: If you're adding new credentials, you'll see the Add Credentials button automatically.
5. To update your existing ExpenseIn credentials, click Sign Out. Then click Sign In to enter and save your updated ExpenseIn user and password details.
Note: If you're adding new credentials, you'll see the Sign In button automatically.
6. Once you've updated the relevant credentials, click Close in the Connector Configuration window.
If you have any further questions or have any queries regarding posting expenses to Sage 50 via the direct integration, contact our Support team via Live Chat or by emailing support@expensein.com.