Finance Integration Service

If you use the Finance Integration service you can then integrate using the following connections :

• Sage Business Cloud Accounting [in 2023] (formerly Sage Accounting, Sage Cloud Accounting, Sage Business Cloud. Sage Line 50 Business Cloud) [all since 2018]

  • *limited connectivity as API does not support foreign currency - correct @ 31/10/2020

• Sage Line 200

  • * API offers limited connectivity

• Xero Accounts

  • Full integration (as below)

• Quickbooks

  • Full integration (similar to Xero)

• CSV or No Connection

  • CSV Output which you can format to import into your own accounts system

Open

What is the “Accounts” Service

This is a web interface which sends and received information from the finance system and operates in real time, this means that anything you enter in Commerce will replicate into the finance system within a few seconds.

What does the service do ?

It posts information from Commerce to the finance system this includes

• New Customer accounts and changes to those accounts

• New Supplier accounts and changes to those accounts

• Sales Invoices and Credit Notes

• Purchase Invoices and Credit Notes

• Freight Invoices

In addition to the above we also post stock movements which are transactions that your finance system uses in the balance sheet, this is an optional part of the system and you can choose to keep it simple and not post this information.

When this is operational it will post

• Stock movements

• Stock price variances

• Goods received accruals

In addition you can OPT to post additional controls accounts for accruals such as

• Excise

• Freight

• Rent

• RHD

• Shipping

See the pages below for more information