The Equinox Sage export enables users to download billed charges from Equinox in a CSV which can be imported to your Sage account. This article outlines how the Sage Export is configured.

 

When this functionality is enabled you have a new option in the Finance tab to ‘Export Invoices to Accounts’.

 

On this screen you can periodically select invoices from a list within Equinox and click a button to download a CSV with the billed charge information.

 

Any invoices included in an export will be updated to show that they are ‘Transferred’ to prevent them being included in more than one export.

 

Before this functionality is enabled, some configuration is required to ensure that the CSV is produced in the correct format to import for your Sage account.


The steps below outline how the Equinox to Sage Export can be setup:

  

1. Provide our Support team with your Sage CSV format

  • If you have not imported invoices into your Sage account before please speak with Sage to confirm the format required to import invoices into your Sage account (e.g. what columns/information are required in the CSV)
  • If you already import invoices into your Sage account, please provide our Support team with your latest import file or an example import file


2. Map Information in Equinox to the columns within the Sage CSV

  • Once the columns required in the CSV are confirmed we can map information from Equinox into these columns. In the past the columns below have been used, however this may vary depending on the format required for your Sage CSV.


Column 

Description

Transaction Type

E.g. Sales Invoice (SI), Sales Credit (SC)

Invoice Export No.

Increments by 1 for each invoice

Case Code

This is the Equinox case reference

Sage Nominal Code

Configured in Sage Mapping below

Department Code

List provided by subscriber

Invoice Number

Equinox invoice number

Invoice Date

Equinox invoice date

Charge Description

Equinox charge description

Charge Amount

Equinox charge amount (billed)

Tax Code

Sage Tax Code

VAT Amount

Equinox VAT Amount

Export Name

Set as ‘Equinox Transfer’

Client Export Code

Set in the Address Book Organisation > Finance Settings.


3. Provide a List of Your Sage Nominal Codes

Within the CSV, charges from Equinox should be mapped to a Sage Nominal Code based on the:

  • Charge Category/Subcategory
  • Case Category/Country

 

Our Support team can provide you with an example of how charges can be mapped, and a spreadsheet to map your charges.


4. Our development team will create your Sage CSV and we will enable the Export to Sage functionality

  • We aim to have this produced within a month, however this may take longer if any amendments need to be made.