Differences

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--- sage [2018/02/13 16:28]
cfadmin
+++ sage [2018/08/17 12:00] (current)
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@@ Line 1: / Line 1: @@
-====== Setting up CareFree for Sage payroll and accountancy ======
+====== Sage Payroll ======
 CareFree has the ability to export payroll and invoice data in the exact format needed by most popular accounting/payroll packages. This wiki article will take a look at setting up CareFree to work with the Sage.
 <WRAP left round info 100%>
-Some of the information present in this wiki article will be relevant to other accountancy/payroll packages other than sage, if we get enough demand other articles might be created to deal with those specific products.
+Some of the information presented in this wiki article will be relevant to other accountancy/payroll packages other than sage, so it might be worth reading this article as the export function from CareFree is the same across all third party packages.
 </WRAP>
 ===== The initial setup of CareFree =====
-First navigate to the Shared options within the system (if you do not have access speak with your system administrator to set the values)
+First navigate to the Shared options within the system (if you don't have access speak with your system administrator to set the values)
 {{:wiki:shared_options.png?direct|}}
@@ Line 20: / Line 20: @@
 **1)** Click on the exports section at the left of the screen.
-**2)** Enter in the gross pay code. To do this click into the panel on the right hand side (where the screenshot has a number 1). This code will be a //**nominal**// which you will have already setup within Sage.
+**2)** Enter in the gross pay code. To do this click into the panel on the right hand side. This code will be a //**nominal**// which will already have been setup in Sage.
 **3)** This is for staff who are paid a salary out of CareFree, again this will need to match the nominal code you have setup in Sage for salaried staff.
@@ Line 34: / Line 34: @@
 **6)** Notice that you have extra fields which can be exported from CareFree. Please be aware that these options might not be needed, and will depend on how you have your import file/routine configured (more on that later)
-**7)** CareFree provides some common payroll formats which Sage understands, use the first option and if this is in the wrong format for your sage system drop it down and try the others. In total their are five formats to choose from.
+**7)** CareFree provides some common payroll formats which Sage understands, use the first option and if this is in the wrong format for your sage system drop it down and try the others. In total there are five formats to choose from.
-**8)** Set your Zero VAT tax code, by default CareFree enters T0 - you might need to change this for your setup to function correctly, However most care companies will make use of the T0 code.
+**8)** Set your Zero VAT tax code, by default CareFree enters T0 - you might need to change this for your setup to function correctly, however most care companies will make use of the T0 code.
 **9)** This is the VAT tax code. By default CareFree uses T9 here. //Both points 8 and 9 are used for invoicing purposes only.//
@@ Line 126: / Line 126: @@
 {{:wiki:sage_path.png?direct|}}
+This is the screen where you select the file we have exported from CareFree. Then click finish.
+If all has been successful at this stage you will now see a screen confirming that the data has been imported into Sage.
+<WRAP center round important 100%>
+If you get an error at this point, its worth noting down the specifics. An error at this point most likely relates to a template problem which Sage uses, however these can be edited to make sure the data is being sent to sage correctly. CareFree support will not be able to setup your Sage templates, please consult the Sage training documentation for help with this, or give the Sage support desk a call directly.
+</WRAP>
+===== Sage Accountancy / Invoicing =====
+This wiki article has demonstrated how to use Sage with payroll information, however the steps its run you through are similar to how you would export invoice data.
+Some minor differences are highlighted below:
+When exporting data from CareFree the screen will look like this:
+{{:wiki:export_invoices.png?direct|}}
+Notice how the selections have changed at the top, and that you have more options to export contract related data.
+The exported CSV file will be in this format for sage:
+{{:wiki:csv_invoice_view.png?direct|}}
+**1)** SI stands for sales invoice - this is usually the format Sage wants this data.
+**2)** This is the Sales nominal which can be changed in Tools > Options and settings > Shared options > Invoices > Sales Nominal if needed.
+**3)** This is the posted date.
+**4)** Internal invoice number
+**5)** The dates used to generate this invoice.
+**6)** Net value of the invoice.
+**7)** Tax code (as set at the beginning of this wiki)
+**8)** Tax value, which in our case is £0

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