This article is a guide how to publish specific item types from the Dext Prepare web application to your integrated Sage Business Cloud Accounting account. For a general guide how to use Sage Business Cloud Accounting with Dext Prepare click here.For Instructions on the following file types, click the relevant link, or scroll down:Credit Notes Sales Invoice (quick entry) Sales Invoice (multiple line entry)
Credit Notes
To send a document to the Purchase Credit Notes section of Sage Business Cloud Accounting complete the following steps:
Access the Item Details page for your credit note
Change the Type setting to Credit Note/Refund
Change the Publish to setting to Purchase Invoice
Press the 'Publish' button
This will publish your document to the Purchase Credit Notes section of Sage.
Sales Invoice (Quick Entry)
To send a Sales document to the Quick Entries section of Sage Business Cloud Accounting complete the following steps:
Access the Item Details page for your sales invoice
Check that the Type setting is on Sales Invoice
Select Quick Entry from the publishing destination drop down
Press the Publish button
The item will appear in Sage Accounting as a Quick Entry that you can then use to create batch sales transactions.
Sales Invoice (multiple line entry)
To send a Sales document to the Sales Invoice section of Sage Business Cloud Accounting complete the following steps:
Access the Item Details page for your sales invoice
Check that the Type setting is on Sales Invoice
Select Sales Invoice from the publishing destination drop down
Press the Publish button
The item will appear in Sage Accounting as a Sales Invoice:
