Sage Export
ClickHQ has inbuilt functionality enabling the production of an export file of transactions which is designed to be imported into Sage accounting systems.
ClickHQ stores Sage nominal codes against products and services in the ClickHQ product database as well as unique customer identification codes. This means that along with quantity and pricing information Sage has all it needs to import data on sale that are invoiced from the ClickHQ system into Sage for accounting purposes without the need for double entry.
Credit notes and payments received can be catered for in the same way and presented to Sage in the format that it requires for simple import.
Key features:
- Export transactions by any date range allowing you to export the data at intervals that suit your business
- Keep track of transaction already exported and choose to include or exclude them in any further exports
- ClickHQ will check that all required data such as customer identification codes and nominal codes are present before allowing you to export to avoid errors
- Preview the export and check for any anomalies before importing into sage
ClickHQ is not an accounting system itself but can be used to send out invoices and to track payments received - the advantage is that users have a much better view of what is going on with customers if they can see this financial information and can therefore manage customer relationships more efficiently.
