The new version of the Sage 300 integration moves integration options, settings, and functions to the GCPay platform, removing the dependency on the integration application that was historically used to link projects and import invoices into Sage 300.
If you are still using the old integration application, please contact your Account Manager to schedule an install of the new version. Installs generally take less than 10 minutes and require someone with access to the server where your instance of Sage 300 is hosted.
How to Link Projects
- From the Projects tab, select +New Project.
- Select Yes when prompted to linkwith integration.
- From the Project dropdown, select the project you want to create in GCPay. Once the list has loaded, you can type the project name or number into the Project field to search for a specific project. Click Okay.
- GCPay will reroute you to the Project Settings screen where you can continue to setup your project. At this point, the project is linked with Sage 300 and you can proceed to link contracts by navigating to the Integration Tab.
How to Export AFPs
AFPs can now be exported directly in GCPay at both the project and company level.
Exporting from the Project Level
- Navigate to the Integration tab and select Applications for Payment from the navigation on the left. By default, GCPay will display all approved AFPs on the project. You do have the option at the project level to show AFPs that are Pending and previously Exported.
- Select the AFPs you want to export and click Export.
- Set the Dates and the Batch fields before selecting Export.
Exporting from the Company Level
- Select Sage 300 from the top level navigation. GCPay will display all approved AFPs that have not been exported to Sage 300.
- Select the AFPs you want to export and click Export.
- Set the Dates and the Batch fields before selecting Export.
Integration Settings
Some integration settings, like autosync cadence, will be established by a GCPay agent when we install the new integration, but others have been moved to the GCPay Default Options.
- Navigate to Settings.
- Select Default Options from the menu on the left.
- Navigate to the Export Options section of the Integration Settings.
- Click the gear icon to edit the Invoice ID and Invoice Description pattern. Please note that you can overwrite the default value at export as needed.
- GCPay has also added an option to temporarily Pause and Resume the Sage 300 Service.
- This can be used when closing books at the end of the month. While Paused, GCPay will display a warning banner on projects, as GCPay will not pick up on new change orders or subcontracts while the integration is paused.
Frequently Asked Questions
Where do I find the Sage 300 Import History?
The import reports can now be found by selecting History from the Sage 300 tab.
How do I re-export an AFP that has already been exported?
To re-export and AFP that has already been exported, you must override the export status.
- Start by navigating to the project where the AFP was submitted and navigate to the Integration tab. Select the Applications for Payment option in the menu on the left.
- Check the Exported box to reveal previously exported AFPs.
- Select the Change Export Status box from the lower left corner and uncheck the Exported checkbox for the AFP in question.
- The AFP will now be visible and eligible for export again.