Setup and configuration

When the Workflow service is enabled in ReadSoft Online and coding fields are created, coding-field mapping is available in the ReadSoft Online Connectconfiguration wizard.

Basic capabilities

  • Sage 50 Accounts data connection
  • Attachment file name (image or storage shortcut)
  • Details template

Extended capabilities

  • Approval workflow
  • Coding with Sage 50 Accounts coding fields (GL accounts, Tax code, Project, Cost code, Department and Dispute Reason)
  • Coding template
  • Coding in Verify
  • ReadSoft Online Storage

When the Workflow service is enabled in ReadSoft Online and coding fields are created, coding-field mapping is available in the ReadSoft Online Connectconfiguration wizard.


Coding-field mapping

After you specify the field mapping, master data can be uploaded automatically.


Master data

Cost codes


Cost codes

Departments


Departments

Dispute reasons


Dispute reasons

Projects


Projects

Tax codes

After a document is verified, allocation is created from the line items using the default expense account, tax code and department defined in the supplier ledger card in Sage 50 Accounts.


Tax codes


Accounting