There are a number of links between CareMaster and Sage 50 Accounts. The following data tables are available within CareMaster:
Sage Customer Accounts
Sage Nominal Codes
Sage Departments Codes
Sage VAT Codes
If any of these areas in Sage 50 Accounts have been changed or added to (e.g. the creation of a new customer account or the change of bank details), it is necessary to run the "Refresh Sage Data" option.
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 then be displayed.
If you have created more than one Sage Dataset, you will be given the choice of selecting a specific dataset or refreshing all. Make your choice and then click on "OK". You will then be asked to confirm that you want to continue.
Click on "Yes" to continue or "No" to cancel.
If you click on "Yes" you will then be presented with a Sage login screen. A Sage login is required to complete the process. We recommend that an alternative username is used when refreshing CareMaster. e.g. if your usual username is "John" your CareMaster refresh username could be "JohnCare".
N.B. It is good practice to log out of Sage Accounts before attempting to refresh Sage data.
Enter your Sage username and password and then click on "OK" to continue. If you have selected the option to "Update Charge Templates when Sage names and addresses change" on the "Sage" tab of the System Defaults screen, you will then be asked if you want o perform this secondary update.
Click on "Yes" to continue or "No" to end.
When all updates have been run you will see the following screen.
