SageAPA integrates with Sage 50 CA through its sync tool.

HOW TO INSTALL THE SYNC TOOL

• Pre-Installation Connection List. Read here.

• Sync Tool Installation and Connection guide. Read here.

WHAT DATA IS SYNCED BETWEEN SAGE APA and SAGE 50CA

The following information is synced between Sage APA and Sage 50 CA.

• Lists are imported into SageAPA from Sage 50 CA.

• Invoice data is exported from SageAPA into Sage 50 CA.

• Payment data is imported into SageAPA from Sage 50 CA.

LISTS IMPORTED INTO SAGE APA

• Vendor

• GL

• AP Account

• Item

• Tax

• Job / Job Site

• Inventory Location

INVOICE WORKFLOW

The invoice module can be used to upload invoice images, code invoices, submit them for approval based on the approval matrix set up and export invoice data back into the accounting system.

PAYMENTS WORKFLOW

Beanworks payments module can be used for paying vendor invoices and reimbursing employee expenses. This allows the accounting team to select the invoices and expenses they want to pay and submit the payments for approval. To learn more about payments and pricing please reach out to your Customer Success Manager.