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 accounting package together for you. This must be done by an authorised person from your company.
How to connect to Sage 50
To connect your Sage 50 environment to your ExpenseIn account, follow the steps below:
1. Click the Account Name > Admin.
2. In the Integrations section, click the Accounting subheading.
3. Locate Sage 50 from the available connections list and click the Connect button.
4. In the Accounting page, ensure the Sage 50 integration is displaying as connected to Sage 50 Connector.
How to install the Sage 50 integration connector
Once you've connected the Sage 50 integration in the Integrations section of the Admin area, the Sage 50 integration connector application needs to be installed on your Sage 50 PC.
Note: You may need permission to install applications on your Sage 50 PC to complete the installation of this application. If you don't have the required permissions for your PC, speak to your company IT team for assistance.
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, follow the steps below:
1. Click the Account Name > Admin.
2. In the Integrations section, click the Accounting subheading.
3. Next to the Sage 50 connection, click the three dots icon, then select Download Connector from the drop-down.
4. Navigate to the Downloaded File and move the file to your Sage 50 PC if you need to.
5. Double-click the ExpenseIn Integration Connector file to begin the installation using the setup wizard.
6. Follow the steps of the setup wizard to complete the installation process.
7. 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.
8. In the ExpenseIn Integration Connector, click Options, then select Configure from the drop-down.
9. In the Connector Configuration window, enter your Sage 50 and ExpenseIn credentials to connect the two applications.
Add Credentials - click this button to enter and save your Sage 50 user and password details.
Sign In - click this button to enter and save your ExpenseIn user and password details.
10. Once you've successfully entered your credentials, click Close.
You'll then see your ExpenseIn account name in the bottom left corner of the connector window to show you're connected to ExpenseIn. You can now use the connector application to post to Sage 50.
If you have any further questions or have any issues connecting the Sage 50 integration, contact our Support team via Live Chat or by emailing support@expensein.com.