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Sage Integration
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Features include:- • Instantly review actual credit balances of customers' accounts and their aged debts without switching applications. • Post sale invoices from Genesis to Sage automatically. • Post purchase invoices into Sage automatically • Automated credit checks during sales process • Auto create accounts within Sage of customers and suppliers defined in Genesis • Management of Sales & Supply analysis codes via Genesis

All customer records created within Genesis are automatically created within Sage; this cuts out any user duplication errors and of course saves invaluable time. Both customer & supplier records are maintained in Sage via Genesis.
Genesis & Sage Customer Details (click to enlarge)
This screenshot shows live aged debt and credit limit details. This is available whilst viewing a customer's record or preparing a quote. This benefits users with key financial details without having to contact the accounts department.
Sage Credit Control (click to enlarge)
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