> ## Documentation Index
> Fetch the complete documentation index at: https://docs.smartbills.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Sage

> Export expenses and sync financial data between Smartbills and Sage

## Overview

The Sage integration exports approved expenses from Smartbills into Sage accounting products. It supports dimension mapping, tax group synchronization, and batch posting for efficient financial processing.

<Info>
  This integration supports **Sage Business Cloud Accounting** and **Sage Intacct**. Contact support for Sage 50 connectivity.
</Info>

## Key Features

| Feature                    | Description                                     |
| -------------------------- | ----------------------------------------------- |
| **Expense Export**         | Batch export approved expenses to Sage          |
| **Dimension Mapping**      | Map departments and projects to Sage dimensions |
| **Tax Group Sync**         | Synchronize tax groups and rates                |
| **Batch Posting**          | Post multiple expenses in a single batch        |
| **Ledger Account Mapping** | Map categories to Sage nominal codes            |
| **Vendor Sync**            | Sync vendor records between systems             |
| **Audit Trail**            | Full sync history with transaction references   |

## Prerequisites

* Sage Business Cloud Accounting or Sage Intacct account
* Smartbills Business plan or higher
* Admin access in both systems

## Setup

<Steps>
  <Step title="Open the Apps Marketplace">
    In Smartbills, go to **Settings > Apps** and search for **Sage**.
  </Step>

  <Step title="Select Sage Product">
    Choose your Sage product (Business Cloud Accounting or Intacct).
  </Step>

  <Step title="Connect Your Account">
    Click **Connect** and sign in to your Sage account. Authorize Smartbills to access your data.
  </Step>

  <Step title="Map Ledger Accounts">
    Map Smartbills categories to Sage nominal codes or GL accounts.
  </Step>

  <Step title="Configure Dimensions">
    Map departments and projects to Sage dimensions.
  </Step>

  <Step title="Set Sync Preferences">
    Configure batch posting frequency and default settings.
  </Step>
</Steps>

## Configuration

### Ledger Account Mapping

| Smartbills Category | Sage Nominal Code | Description            |
| ------------------- | ----------------- | ---------------------- |
| Travel              | 7400              | Travel and Subsistence |
| Office Supplies     | 7500              | Office Costs           |
| Software            | 7600              | Computer Costs         |
| Meals               | 7700              | Entertainment          |

### Dimension Mapping

| Smartbills Field | Sage Dimension           |
| ---------------- | ------------------------ |
| Department       | Dimension 1 (Department) |
| Project          | Dimension 2 (Project)    |
| Location         | Dimension 3 (Location)   |

### Batch Posting

| Setting   | Options                                           |
| --------- | ------------------------------------------------- |
| Frequency | Daily, weekly, or on demand                       |
| Grouping  | By employee, by department, or individual entries |
| Status    | Post as draft or finalized                        |

### Double-Entry Accounting

Expense reports are synced as journal entries:

| Debit                           | Credit           |
| ------------------------------- | ---------------- |
| Expense account (per line item) | Accounts payable |
| Tax account (if applicable)     | :                |

Reimbursements create payment records:

| Debit            | Credit       |
| ---------------- | ------------ |
| Accounts payable | Bank account |

## Data Sync

| Smartbills        | Sage                 | Direction          | Frequency                   |
| ----------------- | -------------------- | ------------------ | --------------------------- |
| Approved expenses | Purchase invoices    | Smartbills -> Sage | Batch (scheduled or manual) |
| Categories        | Nominal codes        | Sage -> Smartbills | On demand                   |
| Tax rates         | Tax groups           | Sage -> Smartbills | On demand                   |
| Vendors           | Suppliers / Contacts | Both ways          | On demand                   |
| Departments       | Dimensions           | Sage -> Smartbills | On demand                   |

## Troubleshooting

<AccordionGroup>
  <Accordion title="Batch posting failed">
    Check the error log in **Settings > Apps > Sage > Sync History** for specific transaction errors. Common causes include unmapped accounts or inactive nominal codes.
  </Accordion>

  <Accordion title="Nominal code not found">
    Ensure the target nominal code is active in Sage. Re-sync the chart of accounts from the integration settings.
  </Accordion>

  <Accordion title="Dimension mismatch">
    Verify that the mapped dimensions exist and are active in your Sage account. Inactive dimensions will cause posting failures.
  </Accordion>

  <Accordion title="Tax calculation differences">
    Sage may round taxes differently. Verify tax group configuration in both systems to minimize discrepancies.
  </Accordion>

  <Accordion title="Connection expired">
    Sage OAuth tokens expire periodically. Go to **Settings > Apps > Sage** and click **Reconnect** to re-authorize.
  </Accordion>
</AccordionGroup>