Sage Integration

Administrators connect Sage under Setup > Integrations. This integration posts information from PlanMan to Sage through the controls on individual records.

Connect and choose accounts

1. Choose Setup Sage, or View Integration if connected.
2. Click Connect To Sage and complete Sage's authorisation.
3. Return to PlanMan and check the connected-account confirmation.
4. Select Default Sales Account and Default Bank Account.

The selections save when changed. Use the accounts agreed with the person responsible for your bookkeeping. The sales account is used for invoice lines; the bank account is relevant when payment data is posted.

Send records

Open a client and use the tab on the right to open Integrations. Click Send beside Sage. A record with a saved Sage ID shows Update instead.

For invoices, open the invoice and use the same Integrations panel. The invoice action can create the client in Sage if needed. After sending, review the Sage record, including customer, dates, line amounts and account choices.

Sending data to Sage is separate from sending a PlanMan invoice email to a client. Connecting an account does not automatically transfer every historical record or import all Sage changes into PlanMan.

Sage accounts export is separate

The Sage accounts export option in the Invoices Report creates an Excel workbook of invoice payments. It uses the export references and transaction settings from Company Details. It is a different workflow from the connected Sage record controls.

If a post fails, check the error and the record in Sage before retrying. Use Disconnect Sage Account on the integration page only when you intend to remove the account connection.