Product Family: Act!
Product: Act! Pro (UK edition), Act! Premium (UK edition)
Integration: Act! Link for Accounting
Third Party: Sage 50 Accounts, Sage Instant Accounts
Act! Link for Accounting is an Act! add-on which allows you to connect your Act! (UK versions only) database to your Sage 50 Accounts or your Sage Instant Accounts database. This allows you to link Company and Contact records in Act! to Customer records in Accounts. This one-way link from Accounts to Act! will allow you to view Accounts information in a new tab in Act!, as well as sales orders and invoice information.
This add-on can be purchased through Swiftpage sales by calling 0845 268 0220, and set up and configuration of the add-on is supported by Swiftpage.
Note: This support is for the add-on only. Swiftpage does not provide support for either of the Sage Accounts programs.
Upon configuring Act! Link for Accounting, your Act! database will have created within it, up to 250 additional Sage Accounts related fields (you can configure the fields that you want to show) as well as the following three tabs in the Contact and Company layouts:
- Sage Account - Allows you to see record detail information from the linked Sage Accounts record
- Sage Invoices - Allows you to view and create Invoices in Sage Accounts, as long as Sage Accounts is open.
- Sage Sales Orders - Allows you to view and create Sales Orders, as long as Sage Accounts is open
Note: The Sage Sales Orders tab will not be available if Act! Link for Accounting is being used with Sage Instant Accounts