We are excited to announce a new feature that simplifies the process of exporting invoices from Workever to Sage 50. You can now export invoices to a Sage 50-friendly Excel spreadsheet, which includes all the necessary fields for easy import into Sage 50.
How to activate the Sage 50 import option
To activate the Sage 50 import option, follow these steps:
Go to Settings -> Integrations.
Under the ‘Sage 50 spreadsheet export’ section, click the Enable button.
After completing the steps, activate the Sage 50 spreadsheet export feature. From there, you can easily export the invoices using the Sage 50 export spreadsheet.
How to export invoices to the Sage 50 spreadsheet
Once activated, you can proceed to export invoices using the Sage 50 spreadsheet export feature:
Access the Invoices section in Workever.
Apply any necessary filters to display the desired invoices.
Select all the results or specific invoices.
In the top drop-down field, choose the “Export for Sage 50” option.
5. Click the Apply button.
A pop-up window will appear, allowing you to enter the email address for receiving the report. Alternatively, you can choose not to send it via email. Finally, click the Generate Report button to receive the report via email or access it directly on your Workever dashboard.
This new feature streamlines the invoice export process, saving you time and effort. Start using the Sage 50 export option today to enhance your invoicing workflow.
The Sage 50 Export spreadsheet
The Sage 50 export sheet can be downloaded following the instructions above or you can downloaded the file here:
Generating an invoice for an existing job