Approved Invoices Data Export for Sage50

Modified on Thu, 11 Jan 2024 at 05:35 PM

Important Note:

This article is intended for FileHound Cloud users who have an operational invoice approval workflow configured. If you have a requirement to export metadata to the Sage50 accounting package for processing, this guide is for you.

STEP ONE: Select the workflow dashboard for the invoices you wish to export the data from.

STEP TWO: Choose the 'APPROVED' status widget, ensuring that you select only this particular widget.

STEP THREE: Choose the 'Export Manager' option

STEP FOUR: Select the 'Sage Export' option, which will initiate the export of your approved invoice data into a .csv file. You must download this file to a local location of your choice and follow Sage50's import instructions for processing to Sage.

Important Note:

Please refrain from making any modifications to the .csv file, as it has been generated based on the Sage50 import template. Altering this file may lead to corrupted or incorrect data when importing it into Sage. If you have any uncertainties, we recommend reaching out to your partner reseller who assisted you during FileHound onboarding for additional support and guidance.