These settings apply to the exporting of data to your accounts software such as Sage or Xero. These settings mostly apply to CSV export files.
Click: System Config > Optional Modules > Accounts Link
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These 2 settings apply to the Sage live link, which is a module that has been discontinued. (This is separate from the ability to export CSV files to Sage which is a supported part of EQ Professional and EQ Foundation).
Enable Live Sage Link (Customer) Tick this box to enable the live Sage link. This link displays data from Sage in the customer screen Account Details tab. This includes their account balance, status, credit limit and aged debt. (Additional configuration is needed to link your Sage data with EQ. Please contact support.)
Enable Live Sage Link (Supplier) Tick this box to enable the live Sage link. This link displays data from Sage in the suppliers screen Account Details tab. This includes their account balance, status, credit limit and aged debt. (Additional configuration is needed to link your Sage data with EQ. Please contact support.) |
Allow the Nominal code to be changed before exporting
Tick this box so that you can edit the nominal codes when you are in the export invoices window.. This setting applies to the invoice export under File > Export...
Customer Export
These settings apply to the customer export under File > Export...
You can export 2 telephone numbers per customer record.
Use the drop down boxes to pick which 2 telephone numbers to export from Work, Home or Mobile.
Purchase Invoice Export
These settings apply to the purchase invoice export under File > Export...
Reference
Select from the drop down box which reference number you want to export. Therefore you can choose how to identify the invoices in Sage. Pick from:
- Supplier Invoice No
- Purchase Order No
- Sales Order No
- Own Sales Order
Details
Similar to reference you can pick which 2 details you want to use to be able to identify your invoices once the data is in Sage. E.g. you may want to include the supplier invoice to aid searching in the future and the sales order number for easy identification of the original order in EQ. Pick from:
- Supplier Invoice No
- Purchase Order No
- Sales Order No
- Own Sales Order
- Customer Name
Nominal Code Configuration
There are 4 levels you can specify default nominal codes. Note that they are arranged in a hierarchy as follows:
1. Global nominal code
2. Customer (or supplier level)
3. The order types as below
4. Individual products as number 4 below
1. Default
Default Nominal Code
Enter the nominal code to be used for all customers. Default is 4000.
Default Supplier Nominal Code
Enter a nominal code for the system to automatically use for all suppliers. Default is 4000.
2. Order Types
In this grid you can enter nominal codes and sales department codes for each order type (e.g. bathroom or bedroom). The order type list is the same quote type list used in validation rules. Click 
Add to start a new row and complete the details.
3. Order Type & Order Prefix
Click the button to open a further level of detail in a new window. Click Add to start a new row. Enter additional information to specify nominal codes and sales departments by order type (e.g. kitchen or bathroom) and branch prefix.
4. User Defined List
In this section you can define your own nominal code structure. Click Add and input the details manually on each row.
Tick Enable item level nominal codes to show a nominal column on the quote/order. The nominal code used with a product will be remembered and used next time you add that product. Any products in My Catalogue can have their own nominal code, see the product details tab in my catalogue.
Assign Nominal Codes to Product Types
Note that multiple nominal codes per invoice may only be exported to a compatible accounts link. EQ's Sage Accounts 200/500 will export every product with each nominal code only if you use delivery note invoicing. (This is because the invoice is created from a delivery note which has a list of products).
- Click the Configure button under user defined list and then click Assign nominal codes to product types.
- The window opens listing product types. Assign a short code next to the product types as you require.