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