magic5 links with Sage
We are proud to have joined the Sage Developer program and are working on a direct link with Sage50 Accounts.
magic5 plus Sage make a powerful end-to-end solution
As we all know it is perfectly possible to manually export customers and products from Sage and, with a bit of spreadsheet tweaking, import them into magic5.
It is also possible to create invoices in magic5, using Word templates and the Awaiting Invoicing status. With a bit of forethought and setting up, magic5 invoice data can be exported into a spreadsheet for accounting purposes.
However, magic5 concentrates on mobile forms so cannot reproduce the full functionality of a dedicated accounting application like Sage. By joining forces, onsite work can be seamlessly reported back to customers while creating their invoice and updating their financial records.
magic5 links directly with Sage – no interim spreadsheets, fiddling around with columns and headings, and no searching through download folders.
Sage customer and product details are sent directly to magic5 with a single click. All details are then available on the allocated mobile devices.
When a report that requires invoicing arrives in the magic5 Office Portal, it can be checked and sent to Awaiting Invoicing (this already happens in magic5 invoicing systems).
When ready to begin invoicing, all the reports in magic5 Awaiting Invoicing are downloaded and Sage creates the usual invoice format, populated with prices, discounts and taxes already set up for that customer.
At the end of the accounting period, information is already stored in Sage to be processed as usual.
For more information about the magic5 Sage Connector, click here.
Register for a free magic5 trail or contact us below for more information about setting up a magic5 system.