There are three settings you will need to have enabled within your Sage Accounting platform before you connect the integration. These are setting up lock dates, user permissions and multi-currency settings.
Currencies
Starting with currencies (only applicable to Soldo premium plans and Sage plus plans) – within your Sage account you will need to enable all the currencies that you use in Soldo and want to export to Sage. You won’t be able to export transactions in a currency that hasn’t been activated, and this can be done following the below steps:
- Log in to Sage
- Go to settings and click on ‘currencies’ listed under financial settings
- Tick ‘enable foreign currency transactions ‘and ‘live exchange rates enabled’
You will also need to make sure that you have the currencies, GBP, USD, and EUR listed in the box below. Then click save.
For more information click here.
Lock date
When you set up the integration, we recommend you set the lock date in Sage based on your financial period. This will prevent closed financial periods from being tampered with or duplicate transactions being exported to Sage accidentally.
If your company has already been using Soldo when you set up the integration, we recommend you decide on a date from which you only use the integration for synchronising transactions. Set the lock date to that date.
To set up a lock date follow the steps below:
- Log in to Sage
- Go to settings, click on ‘Accounting Dates and VAT’ under financial settings
- Under Accounting dates you will need to set a year end lockdown date and save
For more information click here.
User permissions
You will need to make sure that your users within Sage that needs to set-up the integration should have full access to the below:
- Purchases
- Banks
- Contacts
- Settings
For more information click here.