User Guide for Mobius Connect for Sage 50 UK

Overview

Feature Summary

Configuration

System Requirements

ConnectWise Manage Configuration

Sage 50 Accounts Configuration

Mapping Corresponding Data

    Customers

    Vendors

    Members

    GL Accounts

    Tax Codes

    Products    

    Product Item Type

    Receivable Invoices

    Payable Invoices

    Expenses

    Department Codes

    Project Codes

Clearing Transactions

Installation

Using the Application

Logging In

The Main Screen

Running a New Batch

    Setting up the Batch

    Selecting Specific Invoices

    Selecting Specific Expenses

    Selecting Specific Inventory Transactions

    Select a Batch ID

    Run the Batch

Validating a Batch

    Invoices

    Expenses

    Inventory Transactions

    Item Receipts

    GL Entries

Rerunning an Existing Batch

Unposting Transactions

    Invoices

    Batches

Synchronizing Invoice Payments

    Split Invoice Payment

Customer Support