Sage 50

Harmony integrates with Sage 50 (also known as Sage 50cloud, previously known as Simply Accounting).

Prerequisites:

• Have posted the payroll you want to export from Harmony
• Have created your account codes/numbers in Sage 50

Solution:

I. Setting Up Your GL Export Interface

1. In Harmony, navigate to the Payroll module.
2. Navigate to Admin Settings > Interfaces > GL Export Interfaces.
3. Find “SAGE50** - Sage 50”. Toggle this to activate it and set it as your default export interface.

II. Define Your GL Account Numbers/Names

1. In Harmony Payroll, navigate to Payroll Setup > General Ledger Setup > Account Setup.
2. Define your debit/credit account numbers for each department and/or payroll category that you have identified in your application. 
3. Click the save icon at the top right of this window to save your changes.

III. Define Your GL Account Structure

1. In Harmony Payroll, navigate to Payroll Setup > General Ledger Setup > Structure.
2. You can either create a new structure, or modify the pre-existing one that comes default in Harmony. By default, the structure is “Category GL” only. If you require departments code and/or department GL account numbers, you can make this change.

IV. Export Your Payroll / GL Entries

1. In Harmony Payroll, navigate to Processing > Create GL Records.
2. Select the appropriate filters for “Payroll Group” and “Filter by”.
3. Click the refresh icon to pull up a list of employees according to your filters.
4. Select the employees you want to create GL records for.
5. Click “Create”. A document icon will appear next to your employees’ names. Click this icon to view their GL record.
6. Select the employees you want to export. Ensure that the correct GL Export Interface is selected in the far right dropdown list and click “Export”.
7. Enter the "Reference" as required.
8. Click “Export”. Your file should now be downloaded to your browser’s default downloads folder. Use this file to import into Sage 50.