Simply Accounting/ Sage CAN - Import/ Export from fp.

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Your fp. system will allow you to generate invoices and expenses, and export them out as a file. You can then import that file into your accounting package. Please review this article for the associated steps to do this using Simply Accounting.

Set the Office Preference

Set the Office Preference

Hover over the ADMIN menu and choose System Set Up > Office Preferences.

Click Edit Details.

Select Simply Accounting from the dropdown menu.

Then click Submit to save your changes.

Invoicing Routine

Once you have created an Invoice in fp., fill in the appropriate income items to match Simply. Then click the Post Invoice button.

To learn more about how to create an invoice, please review this article: Creating Interim & Final Invoices - Basic Steps

This invoice will now be marked as Posted. Click Export Invoice.

And choose where on your machine to save the export file.

Open your version of Simply Accounting.

Hover over File and choose Import/Export, then Import Transaction.

Use the Import Transaction Wizard and choose the option to "Import purchase invoices, purchase quotes, sales invoices, sales orders or time slips". Click Next.

Browse for the file you saved in the earlier step, and click Next again.

For each line of the invoice you created in fp., pick an account ot item you want the value of that line to go against.

Once you have completed your selections, click Next, and the invoice should import. Click OK.

And you can now see/ find this invoice in your Simply system.

Important Note

Should you edit the invoice or expense in fp. or Simply Accounting, make sure to update the other system accordingly. Changing something in fp. will not alert you to the need to also update Simply Accounting.

For further help

For further help

Should you need assistance regarding Simply Accounting, you will need to contact your Sage representative, or you can try their Help pages: help.simplyaccounting.com

For Function Point related questions, you can contact our support team via email: support@functionpoint.com

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