Sage 50c Capture

Get Sage 50c Capture

• iPhone - Apple App Store
• Android - Google Play App Store

Set up Sage 50c Capture

When you download the app and open it for the first time, you are prompted to log on with your Microsoft 365 ID and create a 4 digit pass code.

NOTE: You should sign in with the Microsoft 365 ID you use for Sage 50c Accounts.

Your camera opens by default. To access the main menu, swipe right.

Capture an image and post a transaction

1. Locate the paperwork you want to record, open Sage 50c Capture and take a photograph.
   
   If you've already taken the photograph using your iPhone camera, you can open your camera roll and choose the image.
   
   
2. If you're happy with the image, tap the tick . If you want to discard the image, tap the bin .
3. You can now record a transaction for the image, the Image + Transaction option is selected by default.
4. Choose a transaction type from the list:

   Transaction name	Transaction posted in Sage Accounts	Real life example
   Expense	Bank Payment (BP)	Photograph and upload a petrol receipt and record the purchase. The petrol station isn't set up as a supplier record in Sage 50 Accounts so you want to record a bank payment to an expense nominal code.
   Income	Bank Receipt (BR)	An agent makes a one off sale, maybe at a trade show. As it's a one off sale a customer record is not required so a photograph of the receipt is taken and uploaded with a transaction to record the income, either to a company bank account or to petty cash.
   Customer Invoice	Sales Invoice (SI) and receipt if payment taken (SR)	A sales rep makes a sale at the customer's premises. Photograph the invoice or receipt issued and record the sale as a transaction. If payment is made at the same time then this can be recorded as part of the transaction. Only payment in full can be recorded in the app.
   Customer Receipt	Sales Payment on Account (SA)	A payment is collected from a customer towards their outstanding account. Photograph the receipt issued and record the payment received. The payment can be allocated to an invoice in Sage Accounts if required.
   Supplier Invoice	Purchase Invoice (PI) and receipt if payment taken (PP)	Photograph an invoice/receipt received from a supplier and record a transaction. If the invoice is paid immediately then a payment can be recorded as part of the transaction. Only payment in full can be recorded in the app.
   Supplier Payment	Purchase Payment on Account (PA)	Photograph a receipt for a payment made to a supplier, a payment on account transaction is recorded that can later be allocated in Sage 50 Accounts as required.

5. Tap Done or OK and then tap Next.
6. Complete the required fields. Compulsory fields are marked with an asterisk*
   
   The net or VAT amount you enter must be a positive value.
   
   
7. Tap Post.
   
   The activity screen appears showing the status of your Sage 50c Capture record and any previous records. For each record the following information appears:
   
   • The date of the record
   • The company the record relates to
   • The bank account, customer or supplier the record relates to
   • The transaction type and value. If there is no associated transaction then Image Only is shown here.
   • The transaction reference
   • Transaction status:
     

     Posted on	The transaction / image has uploaded to OneDrive and Sage 50 Accounts successfully.
     Waiting for an Internet connection	No Internet connection was available at the time of posting. To retry, pull down on the activity screen.
     Uploaded - Pending processing	The transaction / image has been uploaded to OneDrive and is waiting to be copied into Sage 50c Accounts.
     Uploaded - Processing failed	The transaction has been uploaded to OneDrive but was rejected by Sage 50 Accounts.
     Upload Failed	The transaction has failed to upload to One Drive. To retry, pull down on the activity screen.

Capture an image only

There may be occasions where you want to record paperwork without posting a transaction to Sage Accounts, for example a photograph of a contract or agreement.

1. Locate the paperwork you want to record, open Sage 50c Capture and take a photograph.
2. If you are happy with the image, tap the tick . If you want to discard the image, tap the bin .
3. You can now record a transaction for the image, the Image + Transaction option is selected by default. To record an image only, tap Image Only.
4. Choose the company the image relates to and, if required, tap Done.
5. Choose a Bank Account, Customer or Supplier the image relates to. You may only choose one type of record. If required, tap Done.
6. Tap Post.
   
   The Activity screen appears, showing the status of the Image and any previous images and transactions. For each image only record, the following information appears:

• The date of the record
• The Company the record relates to
• The bank account, customer or supplier the record relates to
• Transaction Status:

To view the image

If you want to view the image, you can do so in OneDrive. To do this, log in to Microsoft 365, open OneDrive and choose the group for your company. Click sageArtefacts choose the type of account you posted the image to, click Image only and locate the image.

Activity Filter

You can filter the items on the Activity screen by date range and transaction status.

1. From the Activity screen, tap the filter icon
2. Choose a transaction status from:
   
   • All
   • Posted
   • Pending
   • Failed
3. To specify a date range, use the drop-down lists.
4. Tap Apply.
5. If you want to remove the filter, from the Activity screen, tap Clear.

What happens in Sage 50 Accounts?

As you use Sage 50c Capture, the images you take are uploaded to OneDrive and any associated transactions are sent to Sage 50 Accounts. Sage 50 synchronises regularly with Microsoft 365, picking up any new transactions from Sage 50c Capture. You can choose how often this synchronisation occurs in Sage 50 Accounts, log in as Manager and browse to Settings > Company Preferences > Microsoft 365 > Data sync settings.

Transactions that have an associated image in OneDrive appear as normal in the activity windows of Sage Accounts, but the View or Ext. Link option becomes active if an image is available to view.

Sage 50c Capture - Approval process

FAQ

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