To get started, head to the Accountancy tab in Lightyear > Under Accountancy Software, select Sage 300.
Once done, you'll need to start importing your settings from Sage. Let's look at these individually
Departments: You may use departments within Sage to help track of your bills, you may not. if you do, select Yes. This will add the Departments section to the Accounting Software screen where you can upload you departments. You can then apply departments on a line by line level in Lightyear and set rules to automatically assign Departments.
Details Setting : Within Lightyear, you have 3 options related to what is populated in the 'details' field.
- 'Use Nominal Description' - If you select this option, Lightyear will populate the details section of each individual line with the Description of the relevant nominal code that applies to that line. This is the Default setting/
- 'Do not populate' - This option will leave the Details field empty when you export. Use this option if you do not want any details information or if you prefer to manually add the details within the CSV export.
- The third option is available in the in-tray. You will notice a 'details' option in Panel 2. If you enter text into this field in panel 2, that text will populate on all the lines for the CSV export.
These are your Accounts within Sage, and are used so Lightyear knows which supplier to associate any given bill with. To set up a Supplier Card, you'll be asked for a Supplier Name and an Account Reference. The Supplier Name is just used as an identifier in Lightyear, but the Account Reference would need to be the 3 digit Account Reference code for that supplier within Sage.
You can edit any of the Supplier Cards by clicking on the Green pencil
You can bulk upload your supplier Accounts via the 'Upload CSV File' Option located above the supplier table.
These are your Nominal Codes, or Nominal Account References, within Sage. Lightyear requires the 3 digit Nominal Code and a description or label to go along with these.
While you can add as many tax rates to Lightyear as you wish, please note that you will only have one default taxed and one default tax free rate. Enter your Tax Code from Sage (TXX), a description and the rate. Super Simple. The In Use box will be checked by default, so it's ready to use as soon as it's created.
Please note that all the above can be added quickly and easily using Bulk Upload.
And with that, the setup is done! You can now start exporting bills to Sage.