Kaseya Community

Sage Intergration

  • Hi, does BMS have Sage Integration like Quickbooks and Xero? If not is it on the Roadmap?

    Thanks

    Craig

  • BMS does not currently offer a built-in integration to Sage.  Sage offers a number of different products worldwide each of which is a completely different product with a unique API.  Which Sage product and version would you be interested in?  We are considering integrations to additional Accounting systems, but we do not have a confirmed timeframe for delivery of an integration to any of the Sage products at this time.

    In those cases where BMS does not have a built-in integration for a particular Accounting system, we find that many customers leverage the Ad Hoc Reports to create views of financial data.  These views can be exported in XLS format, and can be leveraged to import data into an accounting system.  BMS also exposes financial data via its' REST API.

    - The BMS Team

  • Thanks for the quick reply, it's ok. We are going to switch to Xero now as you have intergration already with that.

    One other question in our current invoicing system, we have an invoicing calender which allows us to run a report where it lists all the projects/contract name and the value for each one under each month of the current year to see whats billed and what is due to be billed for the rest of the year which a total under all projects, contracts, and combined per month.

    It is possible to create a ad-hoc report like this in BMS?

  • Would love to have Sage SSO or Sage 300 integration :)

  • Craig,

    Yes, that data is available via the Ad Hoc Reports.

    - The BMS Team

  • Via the Ad Hoc Reports.



    .
    [edited by: Von Clinton at 4:34 AM (GMT -7) on May 3, 2018]
  • Check Ad Hoc Reports!