Steel, Mark

Thanks Andrew, We'd need to take a look at the data to provide an answer. I've reached out to you via email. Thanks Mark

Hi Andrew, Thank you for your question. Can you share the response from the transactions endpoint for the transaction in question and confirm where in the Sage UI you are expecting to see it please. Thanks Mark

Hi Alain, thank you for your question. I don't believe there are members of the North American team who frequent this forum. If you don't get a response here you can send an email to [email protected]. Please let us know if you don't get a response. Thanks Mark

No problem Ravi - That's correct, if you reach out to [email protected] they'll be able to advise on costs and options.

Hi Ravi, thank you for your question. At present there is no supported API available for Sage 50c UK. For the UK version of Sage 50c the only means of currently writing data is via the SDK, known as Sage Data Objects. As the name suggests, this is a set of low level data access components that allows data to be written and retrieved from the Sage 50c data files. To access the SDK, you would need to become a member of the UK Sage Developers Program(Presuming this is for the UK). Further information can be obtained from [email protected] Thanks mark

Hi Andrew, In short there isn't really a link between the chart of accounts and transactions. The COA defines the structure of the ledger accounts and is a template that differs based on business type and location. Its primary function is to sort the ledger_accounts into categories or types for accounting and reporting purposes. For example, a basic COA may be made up of Assets. Liabilities. Equity. Expenses. Revenue. each hold ledger_accounts/Nominal codes for those different categories. If we take revenue as an example for a transaction in Sage Business Cloud Accounting, we would create a sales_invoice(income/revenue) and then pass a ledger_account_id to record the income in the profit and loss. For a UK business, the Income/Revenue ledger accounts are set out as in the attached screenshot. Thanks Mark

Hi, thanks for your question. At present there is no supported API available for Sage 50c UK. For the UK version of Sage 50c the only means of currently writing data is via the SDK, known as Sage Data Objects. As the name suggests, this is a set of low level data access components that allows data to be written and retrieved from the Sage 50c data files. To access the SDK, you would need to become a member of the UK Sage Developers Program(Presuming this is for the UK). Further information can be obtained from [email protected] Thanks Mark

Hi Andrew, There's a payments and receipts guide which covers the allocation of transactions. There's also a few threads on the community relating to previous questions. Let us know if you require any additional help. Thanks Mark

Hi Jamie, I believe you're referring to contacts rather than businesses. Please let me know if I've misunderstood your question. To obtain the details of a specific contact you would need to use https://api.accounting.sage.com/v3.1/contacts/contact_id?items_per_page=200&show_balance=true&exclude_system=true&attributes=credit_limit,name,reference. Where contact_id = contact guid. If you don't know the contact guid you could use the search query parameter. contacts?search=Joe Bloggs&show_balance=true&contact_type_id=CUSTOMER&attributes=credit_limit,name,reference Thanks Mark

Hi Andrew, Thank you for your question. What makes you believe the refresh_token has expired before 31 days please? The token is invalid for one of three reasons: 1 - It has expired 2 - The user has revoked access 3 - The refresh token has been used before In the majority of cases, it is generally reason three that is the cause, especially with apps using async calls to refresh the token. The scenario would usually be: The connected app sends a request to exchange the current request token for a new set of tokens in an async call, during the exchange another request from the user is made, you detect that the current access token is expired and then send a second request to exchange the refresh token that is still being processed in the original request. What are you doing to ensure this cannot occur? For example, if the tokens are stored in a DB table do you lock the table until the request has finished executing? Thanks Mark

Hi Jamie, Thank you for your question. Currently there is no filter available to return only the contacts with a greater than zero balance. The reason is down to the contact balance not being stored in the contact table. For us to obtain the balance the show_balance param must be passed to invoke the calculation server side. Once the balance is known the response is then returned. This is a very resource intensive task for our servers especially if there is a lot of activity or contacts. If you're going to obtain this for all contacts our advise would be to use pagination to good effect. If you ask for the max items_per_page value of 200 there's a good chance the request will time out and return a 504. Once you have this information, would the values be persisted into your integrations db? If so, the most efficient way of maintaining that once obtained would be to use the updated_or_created_since=2022-11-17T00:00:00Z param on the contacts API. This would return only the contacts with activity since the date/time passed and you would then only need to obtain the balances for those contacts who have been updated/created rather than all of the CUSTOMER contacts. Thanks Mark

Thanks Kevin, I've just checked the link https://www.sage.com/en-gb/shop/sage50c/freetrial/ you provided and found that it is directing users to a page that offers an Accounting trial before Sage 50c. It looks as if you've chosen the link for Accounting. https://developer.sage.com/accounting/quick-start/set-up-the-basics/ Provides the links you would need to create an SBCA Accounting plus trial. This is probably redundant now given that you're not developing for this product. If you decide to join the developers program, you'll be provided with serial numbers and keys to install and activate a developer copy of Sage 50c on your PC. Thanks Mark

HI Kevin, Thank you for your question. It's not possible to use the Sage Business Cloud Accounting API's to connect with a Sage 50c Business. For the UK version of Sage 50c the only means of currently writing data is via the SDK, known as Sage Data Objects. As the name suggests, this is a set of low level data access components that allows data to be written and retrieved from the Sage 50c data files. To access the SDK, you would need to become a member of the UK Sage Developers Program(Presuming this is for the UK). Further information can be obtained from [email protected] Regarding your question relating to SBCA - Start. Start does not offer product/stock_item functionality. If you sign up for a Trial of the Accounting Plus Tier you'll be able to access the stock_items. Kind regards

Hello Serhiy, The functionality we provided will allow you to create a group analysis type category which is what you are showing in the screenshots. Where the current functionality falls short is in allowing the category to be set against a Contact, Product, Stock Item or Service Item, this still needs to be set from the UI. We're hoping to provide this functionality in the API in the future but at present do not have a timescale. Kind regards Mark

Hi Parth, Thank you for your question. Could you provide us with the name of the Sage product you're integrating with please and the requirements around what you're trying to achieve. Thanks Mark

Hello Serhiy, The Analysis Types guides shows how it is possible to create and analysis type category. https://developer.sage.com/accounting/guides/concepts/analysis_types/ If you search the guide for POST /analysis_type_categories, you'll find the code listed. Kind regards Mark

Hi Adam, Access to the Sage 50 SDK is by membership to the Sage Developer Program. There's information regarding the program available on request from [email protected]. If you're already a member of the program you'll be able to sign in to my.sage.co.uk and download from there. https://my.sage.co.uk/myaccount/myproducts.aspx Thanks Mark