Navigate to the Integrations tab, where you will be able to see all of the ERPs that we currently integrate with. Once here, select Sage and then click the connect button. Follow the steps of logging in to the ERP and you are ready to start exporting data.
Start by going into the 'Accounts Payable' tab, and navigate to the invoice you want to send. If you need to send more than one invoice you can bulk send by clicking the checkbox at the top to select all. You will then click on the 'Options' drop-down in the top right, where you can see the number of invoices selected to send. Then select 'Send to ERP'.
Thereafter, you will want to move to the top of the page to the navigation bar and open the integrations tab - the icon with six squares. Click the icon then proceed to open the Sage dashboard. Here you can monitor the different statuses for the invoices. You will then click on the 'Options' drop-down in the top right, where you can see the number of invoices selected to send. You can see the invoices that are: 'Ready to Export', 'Failed to Send', and 'Synced with ERP'.
In the 'Ready to Export' tab, navigate to the invoice you want to export. If you need to send more than one invoice you can bulk send by clicking the check box at the top to select all. Finally, click 'Export' to sync your data with Sage. Easy as that!
Sage offers an enterprise resource planning solution that connects core business operations like accounting, distribution, warehousing, and manufacturing. It also integrates sales, marketing, customer service, and business analytics into one centralized information system.
Our integration with Sage uses a private subnet. Sage relies on advanced, industry-recognized security safeguards to keep all of your financial data private and protected. Our integrations have a leading secure sockets layer (SSL) Certificate Authority. With password-protected login, firewall-protected servers, and the same encryption technology used by the world's top banks, we have the security elements in place to give you peace of mind.
Consider requesting a live demo with one of our team members to see if inBuild is the accounts payable solution you have been looking for. We can decide on the right integrations for you and have you set up in no time.