The native integration between Spendesk and Sage 100 allows you to have accurate data between your financial tools, and save time at month closing.
Spendesk pulls your master data when you connect to Sage 100 and finalize your initial configuration. The integration also provides control of this data in Spendesk to map your Sage 100 chart of accounts' settings with your Spendesk accounting setup and analytical fields.
The integration with Sage 100 is only available for Sage 100 on-premise and Sage 100 cloud (Sage Partner Cloud).
Main benefits of Sage 100 native integration
With this accounting integration, you can seamlessly manage your expenses on Spendesk and accounting on Sage 100:
Pull your Sage 100 master data (chart of accounts, journals, suppliers, tax codes and analytical dimensions) into Spendesk;
Customize your accounting setup even further to meet your specific needs;
Speed up your month closing with bulk exports;
Export your payables with analytical split to Sage 100;
Get automatic reconciliation in Sage 100 once your payments are settled.
This native integration requires a Sage integrator to install and set it up on your local server. Spendesk cannot provide support for this initial configuration.
Sage 100 integration setup
You can easily set up the native integration with Sage 100 by following the steps explained in these articles:
Prerequisites to set up the integration with Sage 100 on-premise or Sage 100 cloud
Connect Spendesk to Sage 100 on-premise or Connect Spendesk to Sage 100 cloud
Configure Spendesk to use Sage 100 accounting setup
Export expenses and payments from Spendesk to Sage 100
Known limitations:
The integration does not support amortization start/end dates.
The integration does not support cost charts applied to accounts other than expense accounts, such as supplier accounts and VAT accounts.
The integration does no support cost charts that have open-ended values, only fixed-value analytical axes are supported, with a fixed number of values.
Data matching between Spendesk and Sage 100
To help you navigate between Spendesk and Sage 100, we provide you with a terminology correspondence table:
Spendesk | Sage 100 |
Chart of accounts | Chart of accounts |
Analytical fields | Cost charts |
Analytical split | Cost breakdown |
VAT rates | Tax rates |
Bank accounts | Bank accounts |
Suppliers | Suppliers |
Members | Employees |
Payables | Purchase journal entries |
Payments | Bank journal entries |
Expense claims | Journal entries |
Invoices | Journal entries |
Credit notes | Journal entries |
Card purchases | Journal entries |
Card refunds | Journal entries |
FX, ATM & other fees | Journal entries |
Wallet loads | Journal entries |
Important notes:
Connecting Spendesk to Sage 100 requires specific user rights and technical ability to modify the configuration of your Sage server such as creating a user and installing files on your server. Assistance from your Sage integrator is essential to set up the integration.
Your initial configuration and accounting setup in Spendesk will be saved, you do not need to re-do the process at each connection;
You can change your accounting settings without causing a disconnection from Sage 100. However, if you decide to switch integration afterwards, you will lose this configuration.
There is no Cost centres in Sage 100, instead you need to create Cost charts in Sage 100, then map them with your cost centres in Spendesk.
Next steps
You can now read carefully the prerequisites to set up the integration with Sage 100 on-premise or Sage 100 cloud, to verify that you can use it.