Receive from Sage Accounts Production Advanced

Before you can receive data from Sage Accounts Production Advanced, you must ensure you have configured the Data Link to do this. Click here to find out how.

The first stage of transferring data from Sage Accounts Production Advanced to Control Centre is to transmit the data from Sage Accounts Production Advanced to the Data Link. This is performed from within Sage Accounts Production Advanced.

Next time you use Sage Accounts Production Advanced, you will need to receive the data you have transmitted from Control Centre.

To do this, click the Sage Taxation option on the Client Integration tab of the main toolbar. This will open the Client Integration wizard.

On the first page of the wizard, ensure that the 'Receive' option is selected, then click Next.

You will then be shown the default Sage Taxation transmission path. Under most circumstances, you should leave this unchanged. The only time you will have to edit this is if you have altered the accounts production integration paths on the Data Link Configuration window in Control Centre. If you have done this, you will need to change the path on this page to the path you have set on the configuration form. Click Next to continue.

The next page of the wizard contains two lists. The left hand list contains all those clients which have been transmitted to the Data Link. Using the central arrows, transfer the clients you want to load into Final Accounts Production Professional into the right hand list. Once you are satisfied you are transferring all the clients you want, click next to continue.

Transmit Data from the Data Link into Control Centre

Once the data is in the Data Link, you need to transmit it from there into Control Centre. From Control Centre, you need to open the Receive from Accounts Production window by selecting Receive Clients from the Links option on the Tools menu. From this window you will see all the Accounts Production clients you transmitted to the Data Link in the left hand field. Using the central buttons you should move all the clients you wish to transfer at this time into the right hand field. Then click the Select button to confirm this. A second form will appear, this will show all the clients you wish to receive (along with their directors or partners) with an Synchronise tickbox next to them. If this box is unticked, the client will be created as a new Sage Taxation client, the box is ticked, this means you will synchronise an existing client, which you select using the Client Lookup list by clicking the button. Only clients of the same type as the client being received will be shown in the list (e.g. only partnerships can be synchronised with a client created using the Partnership Master Dataset in Sage Accounts Production Advanced).