User Guide for Mobius Connect for Sage 50 (Canada)

The Mobius Connect for Sage 50 CA Integration allows you to import your Manage accounting data directly into your Sage 50 Canada application.

Below is a quick list of features available with this integration.

Configuration

System Requirements

ConnectWise Manage Configuration

Sage 50 Canada Configuration 

Mapping Corresponding Data

    Customers

    Vendors

    Members

    GL Accounts

    Tax Codes

    Products

    Service vs. Inventory Product Type

    Item Receipts

    Inventory Adjustments & Transfers

Clearing Transactions

Installation

Using the Application

Logging In

The Main Screen

Running a New Batch

Validating a Batch

Rerunning an Existing Batch

Un-posting Transactions (Invoices and Batches)

Synchronizing Invoice Payments

Recommended Settings 

    Turn Off Automatic Advice in Sage

    Allow Transactions in the future

    Allow Inventory Levels to Go Below Zero

Customer Support


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