Multi-Entity Posting

It is possible to post to multi-entity (Company) deployments of Sage. All transactions (Purchase Ledger, Nominal Ledger, Cashbook) support multi-entity posting.

To enable multi-entity imports of expenses:

  1. Enable the Entity field in Cost Tracking.

  1. Go to Data Entry Details and set the User Input to ‘Select from a list’.

  1. Go to List Items and add each company as an item in the select list. When adding entries the Code values must be 12 characters or less.

  1. Go back to IMan > Setup > System Connectors.
  2. Add entries for each company specified in the previous step, where the Code from the list value matches the System Id in the connector setup, and the Company matches the Company name as specified in the Sage System Administration.