Invoicing Exports
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      Sage Exports

      Sage Line 50: Full Transactional Detail

      This can be imported directly into Sage and will show you the following information:

      • Invoice Type – This will always show as PI
      • Sage Supplier Reference - This is set up in Personnel Manager>Personnel Record>Finance References
      • Nominal Code – This is set up in Rota Settings>Rota Group Settings>Invoicing>Sage Export Nominal Code
      • Department Number – This is set up against the Adjustment Reason in Rota Settings>Adjustment Reasons
      • Date of shift or adjustment
      • Details of shift or adjustment
      • NET
      • Tax Code - This is set up in Reference Settings>Other Tax Codes and assigned to the Personnel Record in Personnel Record>Finance Details (Standard) or Personnel Record>Post>Contract>Finance Record (People+)
      • Sage Fix – This will always show as 1
      • Extra Ref – The first 7 letters of surname, first name
      • User ID – This will always show as RotaMaster
      • Payroll ID - This is set up in Personnel Manager>Personnel Record>Finance References

       

      Sage Line 50: Full Transactional Detail – Errors

      This can be imported directly into Sage and will show you the following information:

      • Invoice Type – This will always show as PI
      • Sage Supplier Reference - This is set up in Personnel Manager>Personnel Record>Finance References
      • Nominal Code – This is set up in Rota Settings>Rota Group Settings>Invoicing>Sage Export Nominal Code
      • Department Number – This is set up against the Adjustment Reason in Rota Settings>Adjustment Reasons
      • Date of shift or adjustment
      • Details of shift or adjustment
      • NET
      • Tax Code - This is set up in Reference Settings>Other Tax Codes and assigned to the Personnel Record in Personnel Record>Finance Details (Standard) or Personnel Record>Post>Contract>Finance Record (People+)
      • Sage Fix – This will always show as 1
      • Extra Ref – The first 7 letters of surname, first name
      • User ID – This will always show as RotaMaster
      • Payroll ID - This is set up in Personnel Manager>Personnel Record>Finance References

       

      Sage Line 50: Summary

      This can be imported directly into Sage and will show you the following information:

      • Invoice Type – This will always show as PI
      • Sage Supplier Reference - This is set up in Personnel Manager>Personnel Record>Finance References
      • Nominal Code – This is set up in Rota Settings>Rota Group Settings>Invoicing>Sage Export Nominal Code
      • Department Number – This is set up against the Adjustment Reason in Rota Settings>Adjustment Reasons
      • Invoice Date
      • Name Reference – This will show the first 7 letters of surname, first name
      • Invoice ID
      • Tax Code - This is set up in Reference Settings>Other Tax Codes and assigned to the Personnel Record in Personnel Record>Finance Details (Standard) or Personnel Record>Post>Contract>Finance Record (People+)
      • Tax
      • Sage Fix – This will show as 1
      • Column1
      • User ID – This will show as RotaMaster