There are three settings you will need to have enabled within your Sage Accounting platform before you connect the integration. These are multi-currency settings, the lock date, and user permissions.
Currencies
For multiple currencies (only applicable to Soldo Plus plans and Sage Plus plans), 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.
To enable multiple currencies, follow the steps below:
- 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 from 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 avoid having any missing or duplicate transactions.
To set up a lock date, follow the steps below:
- Log in to Sage.
- Go to Settings, and click on Accounting Dates and VAT under Financial settings.
- Under Accounting dates, set a year-end lockdown date and save.
For more information, click here.
User permissions
Ensure that the users in Sage who will be setting up the integration have full access to the following areas:
- Purchases
- Banks
- Contacts
- Settings
For more information, click here.