Control Centre integration with other Sage software
Integrated Billing
Control Centre offers the facility to link to Sage Time and Fees (v2.0 and above) to offer an integrated billing function. This function allows you to record your time against the Sage Time & Fees timesheet, and to record WIP for any client.
Control Centre now features a degree of integration with a number of other Sage applications outside Sage Taxation.
- Sage Accounts Production (version 3.3 or later);
- Sage Accounts Production Advanced (version 3.5 or later);
- Sage Time and Fees (version 1.2 or later) practice management software;
- Star Professional, a third party time and fees product.
If you own any of these products, you can transfer client data between them and the Sage Taxation client database via Control Centre. The data transferred in this way is the client's basic information, information that is found on the Main Details forms of Sage Taxation clients or Client Information forms in Accounts Production. You can use this data to synchronise existing clients within any of these applications, or to create new ones for that application.
The transmission process is handled by an intermediary called the Data Link. The Data Link acts as a halfway stop between Control Centre and the other products (or vice versa). This means that you initiate the transfer by 'pushing' the data from the original application into the Data Link, then the process is completed by you 'pulling' the data from the Data Link using the application you are transmitting the data to. Use these links to find out more about how to do this:
Accounts Production:
Set up Accounts Production for transfers
Transmit to Accounts Production
Receive from Accounts Production
Time and Fees:
Set up Time and Fees for transfers
There are also help topics explaining the specific windows that you encounter in Control Centre when using the Data Link:
For a more detailed description of the Data Link related windows you will encounter in the other applications, see the Accounts Production and the Time and Fees help systems.