The Vertec Accounts Receivable text interface to the Sage New Classic (Sage Classic Line) software supports posting and cancelling receivable invoices as well as exporting addresses from Vertec.

In Vertec, open the extensions in the Options menu. You must be logged in as an administrator in Vertec. From the Extensions found list, select the Sage Classic receivables interface and press the >> button to install it.

Some system settings are installed for all receivables. These are described in the Accounting system settings article.

The following 3 system settings are created for the Sage New Classic receivable interface:

Path for Sage Classic receivable data files: Enter the path where you want to save the posting files.

PropertyName: SageClassicDebiExportPath. StringProperty.

Sage Classic: Next receivables posting number: Here you can specify a number that will be used as the next posting number. This number will then be dynamically counted up by the extension.

PropertyName: SageClassicDebiDocumentNumber. IntegerProperty.

Sage Classic: Next customer number: Here you can specify a number that will be used as the next PK number when the address is created from Vertec in the accounts receivable (see section Exporting addresses / Update address data below). This number is then dynamically counted up by the extension.

PropertyName: SageClassicCustomer ID. IntegerProperty.

With the installation of the extension, a script named Sage CL receivable posting file is also created in the background.

After installation, the following menu items appear on individual addresses in the Actions menu (or on lists of addresses via right-click) under Accounting:

• Create a new address in accounts receivable
• Update address data in accounts receivable

The corresponding data is written to the posting file and created during import into Sage New Classic.

Make sure that the specified person accounts, revenue accounts, VAT codes, etc. are stored correctly so that the import works correctly later. Please also note the article Post receivables with Vertec.

Vertec can then post or cancel as normal. Vertec writes the data to two files DebiBookings.txt and opdebit.dif, which are stored in the path defined in the system settings.

Before you can load the posting file into Sage New Classic, you must complete it. To do this, select Complete Sage CL receivables posting file from the Actions menu in the Vertec.

This will save a file export.dif in the Export subdirectory at the path specified above. The file DebiBookings.txt will be deleted on completion, the opdebit.dif will remain.

The export.dif file can now be read into Sage New Classic and should be removed from the directory afterwards to avoid accidentally importing it again.