Export Documents & Record Transactions in Sage Accounting
With Receipt Bot’s Sage accounting integration, you can automate the data entry of your sales and purchases. You can create a sale or purchase transaction by exporting your processed documents with a single click.
Your Receipt Bot business must be connected to Sage Accounting for exporting the documents. This article explains how to export documents to Sage accounting and locate exported transactions.
Supported transaction types for Sage Accounting
When a document is exported to Sage Accounting, Receipt Bot creates a new transaction based on the “Record As” field and attaches the uploaded file to the transaction.
Receipt Bot can create the following types of transactions in Sage Accounting for a purchase document:
- Purchase Invoice, recorded as an accounts payable transaction.
- Paid Purchase Invoice, two transactions, a purchase Invoice and a payment linked with the Invoice.
- Purchase Credit Note, recorded as an accounts payable adjustment transaction.
- Expense (Other Payment), recorded as a bank payment transaction.
Receipt Bot can create the following types of transactions in Sage Accounting for a sales document:
- Sales Invoices, recorded as accounts receivable transactions.
- Sales Invoice & Receipt, two transactions: a sales invoice and a payment linked with the invoice.
- Sales Credit Notes, recorded as a credit note of sales.
- Other Receipt, recorded as a payment received from the customer.
Exporting documents to Sage Accounting
Receipt Bot provides different options for exporting documents, allowing you to choose the method that suits you best:
- Option 1 – Export data with a detailed review from the invoice details pop-up
- Option 2 – Export data without review using the bulk export button
- Option 3 – Export data with a brief review from the invoice summary grid
Option 1 – Export data with a detailed review from the invoice detail popup
If you want to review the documents before exporting them to Sage accounting, please follow these steps:
Step 1 – Navigate to the Purchase/Sale invoice page.
Step 2 – Click the file icon for the relevant invoice.
Step 3 – Review the extracted data and click the “Export to Sage” button.
The selected document will be exported to Sage Accounting, and you can click the “View in Sage” Button to view it in Sage.
Option 2 – Export data without review using the bulk export button
For a faster exporting process, Receipt Bot offers a bulk export feature. Please follow these steps for exporting multiple documents in one go:
Step 1 – Navigate to the Purchase/Sale invoice page.
Step 2 – Select the checkbox for the documents you want to export.
Step 3 – Click the “Export to Sage” button on the top-right side of the page.
All the selected documents will be exported to Sage, and the system will show a summary of transaction statuses received from Sage.
Option 3 – Export data with a brief review from the invoice summary grid
You can review the data consistency of the processed document from the summary grid and export it quickly using the grid export button.
To export documents using the grid export button, follow these steps:
Step 1 – Navigate to the Purchase/Sale invoice page.
Step 2 – Click the export icon 
for the document you want to export.
The relevant documents will be exported to Sage.
Finding exported documents in Sage accounting
Once the documents are exported to Sage accounting, you can easily view each transaction created. Here’s how:
Step 1 – Log in to your Sage account in a new browser tab.
Step 2 – Navigate to the business you integrated with Receipt Bot.
Step 3 – Without closing the Sage accounting tab, return to the Receipt Bot and open the invoice detail popup.
Step 4 – Click the “View in Sage” button. This will open a third tab, displaying the transaction created in Sage Accounting.
Note: Make sure you are signed into the relevant business in Sage accounting so that when you click the “View in Sage” button, you are navigated to the correct document.
Manually searching for exported Purchase transactions in Sage Accounting
If you cannot find the exported transaction using the view button, you can manually search for the documents in Sage.
You can find all the transactions exported as either “Purchase Invoice”, “Paid Purchase Invoice”, or “Purchase Credit Note” on the “Expenses” page in Sage Accounting.
For “Expense (Other Payment)” transactions, you need to navigate to the relevant bank account in Sage accounting to find the exported transaction.
Manually searching for exported Sales transactions in Sage Accounting
For any document exported as a “Sale Invoices”, “Sale Invoice & Receipt”, or “Sales Credit Notes”, it can be found on the “Sales” page in Sage Accounting.
For “Other Receipt” transactions, you need to navigate to the relevant bank account in Sage accounting to find the exported transaction.
Enabling auto-export of processed documents
You can further streamline the export process by enabling the auto-export feature in the Receipt Bot. Enabling this feature will automatically export your documents to Sage accounting after you upload them to Receipt Bot. To enable auto export, please refer to this article: Enable auto-export to accounting software.
Frequently asked questions
Q: Can I change the transaction type to be created in Sage accounting during export?
A: You can change the transaction type to be created in Sage accounting by modifying the “Record As” field.
Q: What types of transactions can Receipt Bot create in Sage Accounting for purchase documents?
A: Receipt Bot can create Purchase Invoices, Paid Purchase Invoices, Purchase Credit Notes, and Expense (Other Payment) transactions for purchase documents in Sage Accounting.
Q: What types of transactions can Receipt Bot create in Sage Accounting for sale documents?
A: Receipt Bot can create Sales Invoices, Sales Invoice & Receipt, Sales Credit Notes, and Other Receipt transactions for sale documents in Sage Accounting.