Please get in touch with us by clicking 'get help' on any Synergy page for help in setting up your Sage integration.
The instructions below detail the different fields in the Sage connect page. For information on how to install Sage, see "How to install Sage connect".
Export from date
The 'Export from date' setting allows you to control how far back in Synergy that Connect checks for:
Payments (invoice payment date in either Synergy or Sage Connect)
The export date defaults to the first day of the current month when you first open Sage Connect. Update the date using the calendar or by typing a new export from date.
At the end of each financial period, this export from date should be updated to be either the end of the year (calendar or financial) or quarter. This ensures that Synergy doesn't try to look up and send data from a locked period. The other advantage to rolling this date forward is that the Connect Preview screen loads quicker. This is important as every time the preview sync screen is loaded it checks each item against Sage Connect to see if already exists, and then only the items required to be sent are shown in the preview window.
The following settings are available for contacts:
Automatically shorten the Sage contact name when necessary – Sage contact name field allows for a maximum length of 50 characters. Synergy allows for more characters for a company or individual contact name. It is recommended that you keep this setting enabled just in case you have a very long contact name entered in Synergy.
Invoice line settings
Filter Synergy invoices
You can select which group of invoices are sent to Sage by using filters. Filters are available for office, invoice and credit note prefixes.
For example, if you tick 'SYD', all your invoices from your 'Sydney' office location will appear in the Preview for import to Connect.
Note: At this stage, filtering is only available on invoices on Connect. Office expenses and bills are not filtered.
Setup this filter by:
Select the 'Filter Synergy invoices' option
If you want to include specific invoice prefixes, project prefixes or an invoice office, check them in the relevant dialog.
Each box you tick will be included in the sync to Sage.
Save the settings tab.
Tip: All the unchecked prefix settings options are not sent to Sage.
Sage account code mapping
The Account Code is used to define which 'income account' the invoice / credit notes will be transferred into within Sage. Most Sage company files have an 'income account' with the account code of 4-1000 for example. You may have setup multiple extra revenue accounts in Sage to track different revenue streams for different office locations or types of business. Synergy can map to accounts that 'detail accounts' in Sage. Transfer of data into 'header' type Sage accounts is not supported.
Use the account code mapping options to sync the Synergy invoice revenue into the matching sales income account streams in Sage. Account code mapping options available are:
Fixed Sage account- All Synergy invoices and credit notes will be synced to the one fixed Sage account. Select this account from the dropdown list. This is the default option to be applied, and it will default to the account #4-1000.
Synergy discipline- Select this option and the invoices and credits are sent to the 'account code' listed on the discipline. The discipline is attached to each invoice stage line, which allows for the different stages on the one invoice to all appear in different sales income accounts in Sage.
Synergy cost center- Select this option and the invoices and credits are sent to the 'account code' listed on the cost center. The cost center is attached to each invoice stage line, which allows for the different stages on the one invoice to all appear in different sales income accounts in Sage.
Use Sage to sync the invoice payment details to avoid having to enter the same data in both Synergy and Sage. Payment options are:
Import- Import payments entered in Sage to Synergy. Use this when the Finance team is entering all the invoice payments in Sage, and you want to be able to see the matching payments against the invoices in Synergy. Most commonly used option.
Tip: Sage payments for expenses (creditors) and payroll payments are not synced between Synergy and Sage.
Import payment type mapping
Map each of the payment types within Synergy to a bank account within Sage. At this stage, it is only ‘All types’.
This payment drop-down list is generated by your Sage database. The Sage account column shows all accounts within Sage Accounts > Accounts list feature, which is an asset account setup as the type 'bank' account.
Map the tax rates within Synergy to the matching tax rate in Sage. The invoice tax is used for invoices and credit notes transferred to Sage, and the expense tax is used for staff and supplier bill expenses transferred to Xero. For example, match the Synergy 'Tax Free' tax rule to the Xero 'No GST' tax code. The same mapping is required for the expenses, used when sending supplier bills and staff cash and travel expenses to Sage.
Tax codes in Synergy are setup in the feature: Organization > Settings > Financial > Tax codes. Synergy creates the default tax codes for your region, but additional tax codes can be added in this feature if required. Synergy defaults the tax codes expected to be used into the Connect settings for the standard tax codes, but any additional tax codes that you have added will need the mapping to Xero setup manually.
In the below example you can see that Synergy has two tax codes, tax applicable for a 10% GST / VAT, and tax free. These tax codes are mapped to the matching item in the Xero company file for both invoices and expenses.
Tip: All Sage tax rates setup in Sage within the Lists menu > Tax codes feature are shown in the Synergy Connect tax code drop down list.