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Hi, what can we help you with?

  • The integration transports all employee / vendor expense data from Solo Expenses into Sage 50. The data that is transported, relates to the business expenses that employees / vendors have incurred on behalf of the business, during their day to day business activities.
  • The Set-up (configuring Sage 50 in Solo Expenses) takes a few minutes. Here you “map” in Solo Expenses where the data should go into Sage 50. This has been explained step by step in the attached video. At a basic level, this data typically relates to “who incurred the expense” and “what the expense was incurred for”.

If you are an existing Sage 50 user or are contemplating to buy Sage 50, configuring Sage 50 in Solo Expenses is very simple and easy. This is explained step by step in the attached video “How do I setup Sage 50?”.

  • If you turn off the integration button in Solo Expenses, you will de-link Solo Expenses from Sage 50. But this is NOT recommended, because this will result in re-setting to “factory settings” all your configuration settings. As a result, you will have to go back again and configure the settings from scratch. That said, even though this is not recommended, re-configuring is only a 5-minute task!
  • By turning off the integration button in Solo Expenses, you will de-link Solo Expenses from Sage 50. This will result in cancelling your configuration settings. As a result, you have to again configure the settings.
  • After you buy the Accounting integration functionality (in Solo Expenses) and enable Sage 50 in Solo Expenses and have completed all the data transfer steps (as explained in the data flow diagram and in the step-by-step video), the setup is complete.
  • After selecting a date range for the export and when you click on the DOWNLOAD button, csv file will be generated to import transactions in Sage 50.
  • This integration mechanism gives the user full control, i.e., which data and when to transport it to Sage 50.
  • When the data is exported from Solo Expenses to Sage 50, the export “Debits” the expense type/category and “Credits” the person/vendor who incurred the expense or is owed the money for that expense.
  • After the data is imported from Solo Expenses to Sage 50, you can view the transactions in Sage 50 under “Transactions”.
  • Hence, instead of entering hundreds of transactions manually, line by line, the same data can be exported from Solo Expenses to Sage 50 via csv import file, as explained above.

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