Multi-Entity Posting

It is possible to post to multi-entity (Company) deployments of Sage. All transactions (Accounts Payable, General Ledger, & Payroll) 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.
  2. 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:
    1. The Code from the list value matches the System Id (not the Sage300 Company ID) in the connector setup.
    2. The Company ID matches the Sage300 Company ID as specified in the Database Setup.