Connecting Dext to Sage Accounting South Africa lets you publish your costs and sales directly to your accounting software. Once connected, Dext syncs your suppliers, customers, categories, tax rates, and bank accounts between the two platforms.
Important: You must be an Admin user to connect and manage accounting software. This includes accountants and bookkeepers accessing a client account. If you need access, contact an Admin.
Connect Dext to Sage Accounting South Africa
To connect your Dext account to Sage Accounting South Africa:
Go to Business settings, then select Connections.
Under Accounting software, select Connect.
Find Sage Accounting South Africa in the list of integrations and select Connect.
Select Connect software - you'll be redirected to Sage Accounting South Africa and prompted to log in.
Follow the steps in Sage until you're returned to Dext.
Select Finish to complete the connection.
Allow a few minutes for your lists and categories to sync after connecting.
What syncs from Sage Accounting South Africa
Dext syncs the following lists from Sage Accounting South Africa:
Suppliers
Customers
Categories
Tax rates
Bank accounts
Note: Analysis fields, including Divisions and Assets, are not currently supported by the integration.
Configure your Sage Accounting South Africa settings
After connecting, you can configure how Dext works with Sage Accounting South Africa. To access these settings:
Go to Business settings, then select Connections.
Select Manage next to Sage Accounting South Africa, then choose Settings.
General
General settings control how items are published from Dext to Sage Accounting South Africa.
Default publish to destination for costs - sets the publishing destination automatically assigned to new cost items. Options are Supplier Invoice and Bank Transaction. This can be overridden on individual items or by rules.
Default publish to destination for sales - sales items always publish to Customer Tax Invoice. This is the only available destination for sales.
Publish multiple currencies - when turned on, items are published to Sage Accounting South Africa in foreign currency. This setting is off by default.
Multi-currency is a paid add-on in Sage Accounting South Africa. If you publish in a foreign currency without the add-on enabled in Sage, the publish will fail. Only turn this setting on once you've confirmed multi-currency is active in your Sage account.
When enabled, the leading currency depends on the publishing destination:
Supplier Invoice / Customer Tax Invoice - the supplier's or customer's currency is used
Bank Transaction - the payment account's currency is used
Publish to Sage Accounting South Africa with images - when turned on, images of your documents are attached to transactions on publish.
Important: Attaching images may incur additional costs from Sage Accounting South Africa. Check your Sage plan before enabling this setting.
Warn me when creating a new supplier - when turned on, Dext notifies you before a new supplier is created in Sage Accounting South Africa during publishing. This gives you a chance to check and confirm supplier details before they're added.
Publish item images with expense claims - when turned on, images of documents within an expense claim are included when publishing to Sage Accounting South Africa.
Tax
The Tax section controls how tax data is handled when publishing to Sage Accounting South Africa.
Publish tax data - when turned on, tax information from Dext is included when items are published to Sage Accounting South Africa.
Automatic publishing
The Automatic publishing section lets you publish eligible items automatically as soon as they reach a status of Ready. You can exclude specific cost item types from being auto-published using the Cost items exceptions checkboxes.
For full setup instructions, see How to use auto-publish in Dext.
Publish costs to Sage Accounting South Africa
When publishing cost items to Sage Accounting South Africa, you publish to one of two destinations: Supplier Invoice or Bank Transaction. You can set a default for all items in the General settings, and override it on individual items or using rules.
Supplier Invoice
Supplier Invoice is used for unpaid invoices - items where payment hasn't been made yet. When you publish to Supplier Invoice:
No payment method is required for the item
Any payment method applied to the item is disregarded on publish
Published items appear in Sage under Supplier > Transactions > Supplier Invoices
Bank Transaction
Bank Transaction is the equivalent of publishing directly to a bank account in Sage. When you publish to Bank Transaction:
A payment method linked to a bank account in Sage is required on the item - publishing will fail without one
The payment method determines which bank account the item is sent to
Published items appear in Sage under Banking > [the bank account the item was sent to]
To set up your payment methods and link them to bank accounts before publishing, see How to link a payment method to a bank account.
Reconnect or change your connection
If your connection has expired or you need to connect to a different organisation, see How to reconnect or change your accounting software in Dext.
Refresh your lists
Dext syncs automatically with Sage Accounting South Africa every 48 hours. You can trigger a manual sync at any time — for example, after adding new categories or updating your chart of accounts.
For instructions, see How to refresh your accounting software data in Dext.