To use the Sage 50 direct integration, you need to link your Sage 50 environment to your ExpenseIn account by using ExpenseIn's Sage 50 integration connector.
Note: For security reasons, ExpenseIn will never link your ExpenseIn account and accountancy package together for you. This must be done by an authorised person from your company.
Accessing the Sage 50 integration
To connect Sage 50 to your ExpenseIn account, complete the following steps:
1. Go to Admin > Integrations.
2. In the Accounting tab, find the Sage 50 section and click the Connect button.
Installing the Sage 50 integration connector
Once access to the Sage 50 integration feature is granted, the Sage 50 integration connector application needs to be installed on your Sage 50 PC.
You will need permission to install applications on your Sage 50 PC to complete the installation of this application.
Important information:
The Sage 50 Integration Connector is only supported on Windows; a Mac compatible version isn't currently available.
If you open Sage 50 via a remote server and not from your desktop, the Sage 50 Integration Connector application must be installed on the remote server.
Where a remote desktop solution is used with multiple session hosts and roaming profiles, Sage 50 and the integration connector application must be used on your desktop unless you have admin permissions within windows remote desktop.
To install the Sage 50 Integration Connector, complete the following steps:
1. Staying in the Integrations area, next to the new Sage 50 connection click Actions > Download Connector.
2. Navigate to the Downloaded File and move the file to your Sage 50 PC if you need to.
3. Double-click the ExpenseIn Integration Connector file to begin the installation using the setup wizard.
Follow the 5 step process.
You will be required to enter your ExpenseIn user sign in details.
You will be required to enter your Sage 50 user sign in details.
4. Once the installation is complete, open the ExpenseIn Integration Connector application from your desktop by double-clicking the ExpenseIn Integration Connector icon.
Note: You can also pin the application to your taskbar for easier access.
5. Enter and save your Sage 50 user and password details.
Click Add Credentials.
Enter the Sage 50 Logon Name and Password.
Click Save in the Sage 50 Accounts - Credentials box.
6. Enter and save your ExpenseIn user and password details.
Click Sign In.
Enter the Email Address and Password.
Click Save in the ExpenseIn Sign In box.
If you are going through implementation with us currently please contact your Implementation Specialist to help guide you through the Sage 50 integration setup. If you are an existing customer, please contact our Support team by emailing support@expensein.com.
Related Articles