Getting Started with Streamtime AP Import:
Streamtime AP Import allows the import of both Invoices (Sales) and Purchase Orders (Expenses) from Streamtime 10 and above. For Streamtime AP Import to work correctly it must be installed on the same machine that runs Sage 50 Accounts 2008 or later. For more information on supported accounts packages see our supported list.
Select the correct accounting package from the Accounts Package drop-down list, this will need to be the same as the copy and version (if applicable) of Sage that you use.
For amounts to be assigned to the correct tax codes, Streamtime tax codes must match those setup in your Sage system. If you are using the default codes in Sage (T0 & T1) in Streamtime simply enter them as 1 & 0. Eg, for the T1 tax code in Sage, ’1′ should be setup and used in Streamtime. The ‘T’ is not required.
Important: Sage 50 Accounts cannot process alpha numeric invoice numbers, these will be rejected during import.
Invoice Number Type:
Set 'Use Job Number as Invoice Number' to No.
Starting Invoice Number:
The invoice number that you start from in Streamtime is largely dependent on what you have been using previously in your accounting package.
If you already have invoices in your accounting package you will need to specify a specific point at which Streamtime starts generating new invoice numbers. We recommend you locate that last Invoice Number in your accounting package then add 1000 to it. Set this number in Streamtime as the starting point for all new invoices. This will leave a gap of 1000 invoices in your accounting package which can be back filled in the future if required or used to load any previously missed invoices during your transition period to Streamtime
New Customer Setup
All new customers setup in Streamtime should include a code in the ‘Code’ field in their Company Details that uniquely identifies each of them. Customers can be automatically created in Sage during imports and require this code before they can be created.
NOTE: Invoices are matched to Sage using the client name and code. Before attempting an import, insure that both the ‘Client Name’ and ‘Code’ are identical in the two systems.
ALSO note that the company address must be filled in. If the company address is empty, importing might fail with an  failure.
Cost Matrix Setup
Each item in Streamtime's cost matrix requires a “Sales” and “Expense” code assigned to it. In Sage these are equivalent to the nominal sales and nominal expenses codes stored in the chart of accounts.
Credit notes can be imported from Streamtime into Sage as long as each line and the total of invoice are negative figures.
Negative line items on an invoice will be rejected by Sage during the import process.
All Streamtime invoices with discount line items should be added into Sage manually.
Chart of Accounts
Setup your chart of accounts if you don’t already have an existing company file. When you get to the selection on setting up your chart of accounts choose a company type of ‘General (Standard Chart of Accounts)’
When importing invoices, the sales codes in the Streamtime cost matrix are used to match the Sage Nominal codes.
For Purchase Orders, the product code is required. This is explained in more detail in the Purchase Order article.
Third Party Activation
For the Streamtime AP Import tool to work correctly, third party activation may be required in Sage. Go to the Sage Tools > Activation > Enable 3rd Party Integration drop-down menu inside Sage then load your Serial Number and Activation Key if you have not already. These can be obtained from Sage.