AR Automation is an application to provide your customers with access to their accounts receivable invoices and transaction data. This revolutionary tool modernizes your accounting processes.
Connected with your accounting system, i.e., Sage 100, Sage Connect pulls in the information your customer is looking for, meaning you can send fewer emails and follow-ups.
AR Automation is an online platform connected with your vendor’s accounting system, which provides you access to view invoices and financial records through the Customer Account Portal. From this site, you can download your invoices, payments, transaction history and more.
Customers should contact their Partners for onboarding needs with AR Automation and the Customer Account Portal. Partners can reach out to Sage Customer Support for general questions or technical assistance with AR Automation and the Customer Account Portal.
Sage has built the technology to seamlessly push data from your Sage 100 software directly over to AR Automation.
The recommended internet speed to use Sage 100 with AR Automation are:
Data sync will be attempted once the onboarding completes i.e. the UI (Sage 100) window is closed after a successful sign up. It will then run once per 12 hours by default, but the user can change this frequency to suit their preferences.
Your data is stored within a data center located in the EU.
Yes. Upon your request, we will delete your data from AR Automation, disconnect your email, and delete your Sage Connect account. Specific details can be found here.
You have the ability to pause your data sync or completely disconnect your sync.
Pausing your sync will interrupt the AR Automation's ability to give you real-time insights into your portal activities and all other related automation capabilities that have a dependency on the data sync. Sage 100 Accounts will stop sending data, but anything previously sent to AR Automation will remain.
You have the option from within Sage 100 to easily disconnect it from AR Automation. This will immediately stop the data sync. If requested by you, we will delete your data from AR Automation, disconnect your email and delete your AR Automation account.
Disconnecting your accounting system, (i.e., Sage 100) from AR Automation will result in the loss of various types of data from AR Automation, if you decide to re-connect at a later time. Specific details can be found here.
AR Automation can be integrated with versions of Sage 100 that are 2023.2 or higher.
AR Automation uses a Sage-hosted email for outbound (one-way) communications, eliminating the need for you to have a dedicated accounts receivable email address. While the emails are sent from a hosted account, your email address will be displayed for recognition by your customers and any replies from your customers will be sent to the email address on your Sage Connect profile ensuring seamless communication with customers.
Not at this time. We’ll be adding the ability to connect your accounts receivable email in the near-term.
You can view messages that are sent to your customers within AR Automation. Message history is contextual and can be viewed from the customer record and any related transaction. For example, if a message is sent from an invoice the message history can be viewed in AR Automation from the invoice and from the customer record.
You can view all messages that are sent to your customers within AR Automation. Message history is contextual and can be viewed from the customer record and any related transaction. For example, if a message is sent from an invoice the message history can be viewed in Sage Network from the invoice and from the customer record.
Any replies from your customers will be sent to the email address on your AR Automation profile ensuring seamless communication with customers.
Currently, a company using eInvoicing through Paya Connect cannot be integrated with AR Automation.