Linked Sage contact field mapping

Enabled the “Create a linked Sage Contact when creating an Organization?” or “Update a linked Sage Contact when editing an Organization?” options on your integration screen?

This is how values are mapped between Current RMS organizations and Sage contacts:

Current organization field

Sage contact field

Name

Name

Primary address street line 1

Address 1

Primary address street line 2

Address 2

Primary address city

Town / City

Primary address county/state

County / State

Primary address postcode/zipcode

Postcode / Zipcode

Primary address country

Country

Email address (work)

Main contact email address

Telephone number (work)

Main contact telephone number

Telephone number (fax)

Main contact fax number

Telephone number (mobile)

Main contact mobile number

Tax Number

Tax / VAT Number

Invoice numbering length

Our integration creates invoices and credit notes in Sage using the invoice and credit number from Current RMS.

Invoices posted to Sage must have a number of 9 digits or less, though prefixes do not count towards the limit. If you need to, you can change your invoice numbering sequence in Current RMS in System Preferences.

⚠️ Users may opt to reduce the ‘number length’ here as any leading zeros will count towards the count when using a prefix.

Catalogue prices

Our integration only supports the ‘Excluding Tax’ option due to how Sage calculates tax. This setting can be changed by heading to System Setup > Preferences.

Using Sage as a Canadian customer 🇨🇦

Due to the need to supply a tax region when posting invoices from Current to Sage - our integration does not support tax addresses outside of Canada or the US when using the Canadian version of Sage.

Information for users on the ”Sage Business Cloud Accounting Start” plan

Users on this plan will only be able to post credits that are linked to invoices - in line with the functionality in Sage. To post manual credits to Sage, you may need to upgrade your plan.

Composite tax rates

A tax rate in Sage can consist of multiple tax components (rate percentages) to cater for regions where both state and city tax is applicable. Within Current the state and city tax rate percentages are created as separate tax rates and combined using a tax rule.

With such a tax configuration, link both Current tax rates to the same Sage tax rate in System Setup > Integrations > Sage.

Post-Brexit Invoices containing a mixture of goods and services

Due to Brexit rules about VAT invoices that are posted to Sage, invoices should not be grouped by in such a way that invoice lines contain a mixture of Rental/Service/Surcharge (services) and Sales (goods) items.

For this reason, we strongly recommend that invoices posted to Sage are grouped only by opportunity item.

Need a hand with anything else?

Click the green help bubble in the bottom right of your screen to start a conversation with a member of our team. ↘️

The Sage integration is currently in beta. Please contact help@current-rms.com or use the chat bubble to report any issues.

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