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:
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:
