Simply Accounting – Interfacing with RepairCenter

RepairCenter interfaces with accounting software Sage Simply Accounting. At this time, the Simply Accounting interface with RepairCenter is only available in Canada.

This topic describes the steps needed to set up the interface connection between Simply Accounting and RepairCenter.

Important: Before you can complete the procedures on this page to set up the interface between RepairCenter and Simply Accounting, you must first have created a new company and set up your accounts. See Setting Up Simply Accounting for details.

Information needed

Before beginning the setup procedure, you should have available the following information:

  • Your Service URL.
  • Your city's PST and GST/HST tax rates.
  • Your GST/HST Number.

You must also have set up a new company in Simply Accounting. (See Setting up Simply Accounting below.)

ClosedTo set up the RepairCenter/Simply Accounting interface

Step 1 - Select Accounting Package

  1. Click More , then Configuration , then select the Accounting tab. The General tab is open by default.
  2. In the Select Accounting Package field, select Simply Accounting.
  3. Click Update.
  4. RepairCenter will need to be restarted to make the change effective. Click the Accounting tab to trigger the restart message. Click Yes. RepairCenter restarts with Simply Accounting configured as your accounting package.

Step 2 - Settings and Options

  1. Click More , then Configuration . By default, the Shop Setup tab is selected, with the Shop Information tab displayed.
  2. Be sure the We are a Canadian Shop check box is selected.
  3. If appropriate, select the Use French Language check box.
  4. Enter your PST and GST/HST Tax Percentage, and GST/HST Number.
    Note: If your shop is located in Quebec, RepairCenter will automatically calculate the "tax on tax" situation prior to any posting of tax information to Simply Accounting.
  5. Click Update.
  6. Click the Accounting tab, and then select the Simply Accounting tab.
  7. Enter the Service URL.
  8. Select any or all of the following options, as appropriate for your shop:
  • Transfer Total Sale over as one line (Insurance). This option transfers the total sale as an all-insurance pay.
  • Use Simply's invoice numbering sequence. If you wish your invoice numbers to be sequenced automatically by Simply Accounting, select this check box.
  • Use message/remark for additional RO information on Simply's invoice. Select this option if you want to add additional RO information to the invoice.
  1. Click Update.
  2. Still under the Accounting tab, click the General subtab.
  3. Select any or all of the Invoicing Option check boxes, as desired.
  • Show supplement lines on invoices. If this check box is not selected, supplement lines will not display on invoices.
  • Don't archive outstanding receivables. If there are a number of payments that have not yet been received, you can select this options to keep them from being automatically archived.
  • Do not show deleted lines on invoices. Selecting this check box suppresses deleted repair lines from showing on invoices.
  • Show in/out dates on invoices. Select this check box if you want to display the in and out dates on the customer invoice.
  1. Set up Payment Types and Credit Card Types, as described below.
  2. Click Update.

Step 3 - Accounts

Set up your Profit Centers and Chart of Accounts. See Profit Center Setup.

Payment and Credit Card Types

Set up and maintain the types of payments and credit cards your shop accepts as payment.

ClosedTo set up payment and credit card types

Note: These instructions apply to both Payment Types and Credit Card Types.

  • Click Add to add a new payment or credit card type. Enter the new type name, then click OK. Click Update to save the changes.
  • To Edit an existing type, highlight the line, then click Edit. Make the change, then click OK. Click Update to save the changes.
  • To Delete a type, highlight the line, then click Delete. Click Yes to confirm. Click Update to save the changes.
  • To Import an existing .csv file of payment or credit card types, click Import, navigate to the location of the file, then click Open. Click Update to save the changes.
  • To Export your list of payment or credit card types to a .csv file, click Export, navigate to the desired location, adjust or enter the file name, then click Save.

Setting up your Chart of Accounts

If you have not already done so (see Step 3 - Accounts above), proceed now to Accounts Setup to set up your Chart of Accounts.

Note: If you have posting issues for Simply Accounting, contact Sage Support at: http://www.simplyaccounting.com/supportTraining/

See Also

Accounting - General

Accounts Setup

Account Naming/Numbering

Accounting Interfaces