This option links CareMaster to the Sage data that has been specified in the Sage Datasets screen and allows access to various areas of information from the Sage 50 Accounts database.
Click on the "Utilities" tab to bring up the list of options and then select "Refresh Sage Data" from the menu options list.
The "Refresh Sage Data" screen will now be displayed.
If you have multiple homes you now have the option of only refreshing the data for one home or for all homes, make your selection from the drop down list and then click on the "OK" button. You will then be asked to confirm your request.
Click on "Yes" to continue or "No" to cancel the request. After clicking on "Yes", you will be presented with a Sage login screen.
Enter your Sage 50 Accounts username and password and then click on the "OK" button. (N.B. Make sure that no-one is logged into Sage 50 Accounts before running this function).
If you have selected the option on the System Defaults "Sage" tab, then after a few moments you will see the following message.
Clicking on "Yes" will update any existing charge templates with the current name and address details from the Sage Customer Account records. Clicking on "No" will leave them as they are.
When all updates have been completed you will see the following message.
