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Sage Integration - Changing Between Detailed and Summary View For Sales & Purchase Invoice Exports

I would like to include the item description on my Sage Exports, how can I do this?

J
Written by Jes Foxall-Beckley
Updated over 2 weeks ago

When exporting invoices to Sage - depending on the view you may see individual lines or one grouped line with the invoice total, this is due to the Export Type that has been selected.
To switch between detailed and Summary view:

  1. Click Options

  2. Click System Maintenance

  3. Click System Settings

  4. Click General System Settings

  5. Click Accounting Package Details

  6. Select the Account Package i.e. 'Sage Line 50'

  7. Click Options

  8. In Sales Export Options, use the Export Type drop-down and select either Detailed or Summary

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