User Guide

Sage - Why did the Invoice not transfer to Accounting when Job Site did?
Possibility 1: Open up the accounting connector and open the settings. There is a tab called "accounts", there is a date field that says "Im...
Wed, 22 Dec, 2021 at 3:40 PM
Sage - Error when opening Accounting Connector - The company file cannot be opened because it's version (xx.xx.x.x) is not compatable
This means that the current version of Sage that your company file is associated with does not match the version of the Accounting Connector. Step 1 to c...
Wed, 22 Dec, 2021 at 3:41 PM
Sage - Unhandled exception has occurred in your application
Hit the down arrow on Details bottom left of error message box, highlight error message, Copy (ctrl c), create a feedback ticket from your site and pas...
Wed, 22 Dec, 2021 at 3:42 PM
Sage - Accounting connector error Version mismatch
If you get an error similar to the following when running the Accounting Connector Sync after running the update.  This error means update ran but...
Wed, 22 Dec, 2021 at 3:42 PM
Sage - Message: "Invoice Not Found for Customer" or "Could not find customer for ..."
Problem: Receiving a message similar to: Invoice 999-1 was not found in Sage for customer LastName,FirstName. This can happen if the invoice has been mo...
Wed, 22 Dec, 2021 at 3:42 PM
Sage - Login Failure to Accounting Connector After Password Change
If you've recently changed the password for a specific ServiceBox username, and try to engage the accounting connector, you may experience this message:...
Wed, 22 Dec, 2021 at 3:43 PM
Sage - Message: This transaction has been posted without Fast Posting
If you get this message when trying to sync invoices from ServiceBox to Sage, please try disabling fast posting in Sage. To do this follow the following ste...
Wed, 22 Dec, 2021 at 3:43 PM
Sage - Message: Could not find invoice X for Customer Y. Same Invoice number exists...
If you get a message indicating that the invoice could not be found for a specific customer but that an invoice exists with the same number under a differen...
Wed, 22 Dec, 2021 at 3:44 PM
Sage - Payments outside of current fiscal year
Due to the complexity in dealing with payments with the integration to Sage we are unable to import payments outside of the current fiscal year. Please ensu...
Wed, 22 Dec, 2021 at 3:44 PM
Sage - Message: Cannot use customer (could be inactive)
This message means we are getting an error trying to set the customer on an invoice to the Sage customer that is linked to the ServiceBox customer. The like...
Wed, 22 Dec, 2021 at 3:44 PM