Choose to link your external accounting system to iSAMS to simplify your finance procedures. A number of standard accounts packages can be linked to iSAMS; the procedures below focus on linking Sage 200 to iSAMS.
To link your external accounts package, follow the steps below:
- Select the Configuration tab in Fees Billing and open the Navigation tab displayed on the right of the screen.
- Select Configuration under the External Accounts heading in the Navigation tab.
- Use the drop down list to select the accounts package that you want to link to iSAMS:
- Access Accounts. This is no longer supported.
- Sage 2009. This is no longer supported.
- Sage 2010. This is no longer supported.
- Sage 2011. Select this option for Sage 200.
- Sage Line 50. Export invoice details from iSAMS and manually import the data into Sage.
After selecting 'Sage 2011', complete the Package Settings Configuration section:
Field Explanation Company This is the 'company' name you have defined in Sage 200; this would usually be your school name. Username This is configured in Sage 200. Contact the Help Desk if you need additional help with this. Password This is configured in Sage 200. Contact the Help Desk if you need additional help with this. Post Invoices Check this box for invoices to pull automatically from iSAMS to Sage after an invoice run has been generated. Exempt Tax Code Enter a code to be applied to VAT exempt items on invoices. This is only applicable if you have selected to include VAT on invoices.
Leave this field blank if you do not apply VAT to any invoices.
Deferred Income Nominal Specify a nominal account code for deferred fees and charges. Deferred Income Cost Centre Specify a cost centre code for deferred fees and charges. This is optional; only enter a code if you use cost centres for accounting. Deferred Income Department Specify a department code for deferred fees and charges. This is optional; only enter a code if you use departments for accounting. Import Pupil Balance Check this box for pupil account balances to be brought forward from the sales ledger to pupil invoices. Custom Synchronisation Check this box for Sage to automatically update name and address details from iSAMS pupil accounts. - Click Save to confirm your entries. You are prompted when the connection to Sage is successful.
You can now send an invoice run directly to Sage 200. See Generate Pupil Invoices.