Sage

Overview

Connect Sage Accounting to your Eloope Expense account to automatically create purchase invoices from approved expenses. Map ledger accounts, manage bank accounts, and maintain accurate books without switching between tools.

How it works

Connecting to Sage allows Eloope to push approved expenses into your Sage Accounting instance as purchase invoices. Expenses are mapped to your Sage ledger accounts, and contact records are linked for clean audit trails.

Features

• Automatic purchase invoice creation
• Ledger account and category mapping
• Bank account selection
• Tax rate configuration per line item
• Contact/vendor linking
• Multi-currency support

Configure

1. 1.Navigate to Admin Settings > Integrations in your Eloope Expense dashboard.
2. 2.Click "Connect" on the Sage integration card.
3. 3.Sign in to your Sage account and authorise access.
4. 4.Map Eloope categories to Sage ledger accounts (overheads/expense accounts).
5. 5.Select your default bank account for payments.
6. 6.Configure tax rate preferences for purchase invoice line items.

Note: Sage integration requires full API access. Only approved expenses are synced as purchase invoices.

Find more information on connecting Sage with Eloope here.