Logical Office Integrates with SAGE Cloud Business Accounting (SAGE ONE)
22nd Jan 2020
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Integration to SAGE CLOUD BUSINESS ACCOUNTING (formerly SAGE ONE).
Logical Office now links to SAGE as well as XERO.
Seeing the SAGE balance and transactions in Logical Office is very handy.
One mouse click loads the SAGE account from Logical Office.
Users can post invoices, credit notes, payments and change SAGE data without having full access to SAGE.
Integration offers more control over invoice formats, and posting of invoices without logging in to SAGE.
Editing invoices in Ms-Word means you can get perfect templates and customised invoices.
Workflows can chase outstanding SAGE debtors, and send regular invoices/statements automatically.
You can also speed up invoicing. We use a Workflow called “Ad Hoc Invoicing”.
We enter just the nominal account, value, and a short description in Logical Office.
The invoice is then raised in SAGE, converted to an Ms-Word document in the client history, and sent as a PDF to the client.
With Logical Office and SAGE you can:
Send repeat invoices using Workflows. Invoices update SAGE in real-time.
Produce manual invoices with full editing in MS-Word.
Use Ms-Word based templates for Invoices, Credit Notes and Statements.
Use HTML email formats as well as text-based emails.
See SAGE transactions and balances without switching to SAGE.
Post transactions & payments to SAGE from Logical Office.
Import payments from external systems to SAGE (e.g. Fastpay) with automatic allocations.
Make changes to SAGE client information in real-time.
For users logged in to SAGE, load the currently active account in SAGE with one mouse click.
Chase outstanding debts and produce regular statements using Workflows.
Record time in Logical Office and bill direct into SAGE.
Combining a powerful CRM, document management, marketing, time recording and Workflow system with SAGE or XERO maximises efficiency and streamlines working methods.
If you want to save time, integrate databases to reduce maintenance, and automate your practice to replace inefficient staff methods, contact us to book a short online demonstration, or discuss your requirements in more detail.