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 a dialog allowing them to select an existing supplier account, or create a new supplier account.

This could happen for one of two reasons.

1. The account does not exist in Sage Accounts; In this case select the first option ‘Create a new account’ and enter an Account Code. AT2Sage will recommend a code for you but you can use your own if you prefer. If you would like AT2Sage to save the Account Code to Autotask (to prevent AT2Sage asking the next time) tick the box ‘Update Autotask with Sage Account Code’ and click OK.
2. The account exists but Account Numbers do not match; In this case select ‘Match to this account’ and choose the Sage account from the drop down list. If you would like AT2Sage to save the Account Code to Autotask (to prevent AT2Sage asking the next time) tick the box ‘Update Autotask with Sage Account Code’ and click OK.