Introduction

Our Sage integration module gives you the ability to post invoices, payments and interest charges from the Evolution FMS Funeral Management Solution directly into Sage accounting.

Which versions of Sage are supported

  • Sage Line 50 – Version 11
  • Sage Line 50 – Version 12
  • Sage Line 50 – Version 2007
  • Sage Line 50 – Version 2008
  • Sage Line 50 – Version 2009
  • Sage Line 50 – Version 2010
  • Sage 50 Accounts – Version 2011-2017
  • Sage 50 Accounts – Version 24-32

Branch Tracking / Departments

If you create Departments in Quickbooks which match your Branch Name‘s in Evolution FMS then your transactions will be allocated to these departments and categorised as they are posted across.

How does the process work

Any user with “Invoice Posting” permissions can post an invoice within Evolution FMS which will lock it from further editing.
A locked invoice will still allow payments to be taken and entered from customers, as well as finance / interest charges added.
Any user with “Invoice Unpost” permissions can unpost an invoice within Evolution FMS.

When the invoice post routine is run the following actions are carried out:

  • Invoices within Evolution FMS that have been posted but not accepted into Sage are loaded.
  • The invoices are validated (Nominal codes are validated against Sage and tax codes are also validated – if required).
  • If validation is successful then:
  • If the Sage module is set to <Create Customer Accounts> and a “customer account” has been specified within Evolution FMS then the invoice is posted to this account.
  • If the Sage module is set to <Create Customer Accounts> and a “customer account” has NOT been specified within Evolution FMS then the invoice is posted to a new account which is created automatically.
  • If the Sage module is set to <an account name> and a “customer account” has been specified within Evolution FMS then the invoice is posted to this account.
  • If the Sage module is NOT set to <an account name> and a “customer account” has NOT been specified within Evolution FMS then the invoice is posted to the named account
  • The invoice number is returned to Evolution FMS where it is saved for reference
  • Payments within Evolution FMS that have been created but not accepted into Sage are loaded
  • Payments are posted to the corresponding invoice, as long as:
  • The payment amount is not 0.00 or a negative amount
  • The payment amount is not greater than the invoice outstanding balance
  • The payment nominal code matches a bank account nominal code

Both Payment and Interest Charges can be disabled if you do not wish to send them across to Sage.

How is the Sage Module Licensed?

The module is available from us and can be used on one Evolution FMS account number and one computer. The cost of the license is:

£249 + VAT – Invoice posting module + customer payment posting