Using AT2Sage

Product Codes

For all items created in Sage Accounts, AT2Sage will use the Billing Code as configured within Autotask for that item, as the Product Code within Sage Accounts. However, for products you may change the Product Code to be the Autotask ProductSKU. To do this go to AT2Sage > Tools > Options > Line Items > ‘Autotask field to use […]

Error Message – (23) Username is already in use

The username you have configured within AT2Sage (Tools > Options > Sage) is already logged into Sage Accounts elsewhere.  You must log out of Sage Accounts using that username before using AT2Sage. If you are not logged into Sage Accounts using that username anywhere on the network the user may have become locked.  To unlock […]

Can I get a refund after registering?

As with most software products, we do not offer refunds. Once you have registered the serial number, you cannot sell/resell the license, get a refund, or change the registered email address. If the serial number is not registered A refund is offered within 14 days as long as the serial number is not registered. To get […]

VAT

AT2Sage does not calculate VAT.  Billing items from Autotask invoices are transferred to Sage excluding VAT, although with the Sage tax code for that item. The Sage tax code AT2Sage uses for the billing item will be that set up for the Product or Account within Sage, depending upon the option chosen in AT2Sage > […]

Step 3: Send Purchase Orders to Sage

To send your purchase orders to Sage Accounts 50 simply click the Send To Sage button. AT2Sage locates supplier accounts in Sage Accounts 50 by matching the Account Code in Sage Accounts with the Account Number in Autotask. If AT2Sage cannot find a supplier with a matching Account Number it will prompt the user with […]

Step 2: Edit Purchase Orders

Before sending your purchase orders to Sage Accounts, you can edit a purchase order by pressing F2 or right clicking that purchase order in the list and selecting Edit Purchase Order. This will display the Purchase Order Details window above. Here you can change the company details and edit or delete charges by right clicking […]

Step 1: Download PO’s

When you’ve successfully tested your connections to Sage Accounts and Autotask you can now start to process your purchase orders. To download your Autotask purchase orders click the Download PO’s button. You will be presented with a dialog similar to that below: Choose the date range you would like to download purchase orders between (the […]

Credit Notes

Credit Notes Autotask can produce invoices with negative line items, this could be to represent a credit for the cancellation of a service or an adjustment of a subscription. While these negative values show without any issue on the Autotask invoice, Sage Accounts does not like these values. Sage Accounts prefers all credit/negative value lines […]

Additional Features

From time to time we will add additional features to AT2Sage which we feel will benefit other Autotask users (including us – we also use AT2Sage within our business).  These features may be possible due to improvements in the Autotask API, the Sage SDO, or just as a result of feedback from Autotask users. If […]

Still need help?

If after checking the online help files you still need help you can submit a ticket using our Submit Ticket form. Full support is available to all registered users, limited support is available to un-registered users.

Sage Invoice Template

The invoice template within Sage Accounts 50 may not include all the fields of your invoice, such as the Ticket Title. You can manually add this item to the invoice or you can use the free invoice template and modify this to suit your needs.  To download the free invoice template go to Tools > […]

Step 3: Send Invoices to Sage

To send your invoices to Sage Accounts 50 simply click the Send To Sage button. AT2Sage locates accounts in Sage Accounts 50 by matching the Account Code in Sage Accounts with the Account Number in Autotask. If AT2Sage cannot find a customer with a matching Account Numbers it will prompt the user with a dialog […]

Step 2: Edit invoices

Before sending your invoices to Sage Accounts, or exporting them, you can edit an invoice by pressing F2 or right clicking that invoice in the list and selecting Edit Invoice. This will display the Invoice Details window above. Here you can change the company details and edit or delete charges by right clicking that charge. […]

Step 1: Download Invoices

When you’ve successfully tested your connections to Sage Accounts and Autotask you can now start to process your invoices. To download your Autotask invoices click the Download Invoices button. You will be presented with a dialog similar to that below: Choose the date range you would like to download invoices between (the date applies to […]