Sage Datasets

 

A "Sage Dataset" must be created for each company within Sage 50 Accounts that you wish to link to CareMaster. The dataset simply defines where the Sage data is located on your system so that CareMaster can link to it.

 

Click on the "Settings" tab to bring up the list of options and then select "Invoicing" followed by "Sage Datasets" from the menu options list.

 

 

The "Sage Datasets" screen will now be displayed.

 

 

Click the "Add" button (+) to add a new record. Enter a suitable short code for the dataset followed by a name (usually the name of the company in Sage Accounts). Then either use the browse button to navigate to the Sage "Accdata" folder or type in the path if you know it. Finally, click the "Tick" to save the record. If you have multiple Sage companies you will need to repeat the process for each one.

 

If you have selected "One Sequence per Sage Dataset" on the System Defaults screen, the Sage Datasets screen will also have two fields for you to enter the starting invoice number and the invoice number prefix.