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The Operate to Sage 50 essensys Financial Connector Is Not exporting transactions
The Operate to Sage 50 essensys Financial Connector Is Not exporting transactions

Sage 50 essensys Financial Connector

Stuart avatar
Written by Stuart
Updated over a week ago

There are a couple of reasons why your export may fail even though the efc is connecting successfully to the right organization.

Incorrect Tax Code

Please check that the tax codes are correct - these should match the standard VAT codes in Sage and not the Sales Tax Control Account (e.g 2200).
Therefore for standard tax rate it would be 1 and non taxable items would be 9. The default tax rates for Sage 50 at the time of writing this article are - 

  • T0 – Is the zero rate (0%)

  • T1 – Is the current standard rate

  • T2 – Is the exempt transactions (N/A or 0% depending on the transaction)

  • T4 – Is the VAT on sales registered EC customers

  • T5 – Is the reduced rate VAT at 5%

  • T7 – Is the zero rated purchases from EC suppliers

  • T8 – Is the standard rated purchases from EC suppliers

  • T9 – Is out of scope not to be included on VAT return (N/A)

If these are incorrect they can be updated by going to settings>general>organizations>taxes and the field to update is 'Tax Code' - when adding it you should remove the leading 'T' e.g '1' instead of 'T1' for the standard tax rate.

Line 1 Account Address

Please ensure that Line 1 of the Account Address contains does not exceed 60 characters.

To check, go to Member > Accounts and add the Address Line 1 column to your List View, if it's not added already. Here is how to

Look through the Accounts you were exporting and make sure their Address Line 1 is not exceeding the 60 character limit. 

Rerun your export when ready.

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