Sage Accounting

Once you have installed the app, you can connect your accounts by navigating to Apps > Manage > Sage Account.

On the app configuration page, select connect to Sage:

When Sage opens, log in to your account and select allow to give the app authorisation to connect with your account. You will then be redirected back to the app configuration page on ShopWired.

If you need to disconnect your Sage account at any point, select to open the connecting to Sage section:

Select the disconnect option to remove your Sage account.

You will then need to configure your settings for exporting orders to Sage:

For the first setting, select if you want exported orders to be created as a sales quote or a sales invoice in Sage.

If you select sales quote, enter the number of days after which an exported quote should expire on Sage:

(Expired quotes on Sage can still be viewed, converted to an invoice, or declined.)

Select the ledger account from the drop-down list that corresponds with the ledger account on Sage that the product portion of sales invoices should be allocated to.

Select the ledger account from the drop-down list that corresponds with the ledger account on Sage that the delivery portion of sales invoices should be allocated to.

Select the ledger account from the drop-down list that corresponds with the ledger account on Sage that any rounding adjustments (for VAT calculations) on sales invoices should be allocated to.

Select the VAT rate from the list that should be applied to product and delivery prices in exported orders.

Select the VAT rate from the list that should be applied to products that are zero-rated for VAT in exported orders.

Select the VAT rate from the list that should be applied to all items in an order if shipping is set to a non-VAT zone.

Once you've finished configuring your settings, select save changes.

When payment is made for an order on your website, the app can automatically create the payment in the appropriate Sage bank account.

Use the bank payment settings section to configure if payments are exported to Sage and which bank account they are exported to:

Activate payment export by switching this setting to on. Payment amounts will not be sent to Sage for orders which used the offline payment method.

Select which of your Sage bank accounts should be the default bank account. Order amounts will be exported into the default bank account if a specific bank account has not been configured for the payment gateway that was used for the order.

Then, if you would like to, you can map each of your configured payment gateways to an individual Sage bank account:

Under payment method / gateway name, select one of your accepted payment gateways (e.g. Stripe, PayPal). Then, under Sage bank account, choose which bank account orders that use the chosen payment gateway should be sent to.

If you would like to map multiple payment gateways, select add a new payment method as many times as you need.

Once you've finished configuring your bank payment settings, select save changes.

Some bank accounts on Sage are set by Sage to be read only meaning that Sage does not allow app's like ShopWired's to add information to them. This is particularly relevant when using Stripe.

If you have created a bank account within Sage using Sage's integration with Stripe, ShopWired's app will be unable to export payment information to it (instead this is handled by Sage importing transaction information automatically from Stripe). If your Stripe bank account has been created using Sage's automatic integration and is read only you will be unable to select it from the Payment method name setting in the Payment account settings section of the app.

For assistance with this issue and how to correctly reconcile Stripe transactions resulting from ShopWired orders contact Sage support.

Occasionally, the app may encounter an error when trying to export an order from ShopWired to Sage. When this happens, the details of which order failed to export and the reason for it will be displayed in the order export errors table:

For each order that fails to export, the error returned by the system will be displayed. This may allow you to fix the error by editing the order or your settings. You can then select to retry exporting the order.

If you're unable to fix the error, please contact us.