Introduction
Fuga can generate export files for import into BOB50 (Sage). For a correct import, 3 separate files are required, corresponding to client data, invoices/credit notes, and payments.
Prerequisite: The accounting export module must be activated for your practice. If this is not yet the case, send an email to subscriptions@sonetas.eu mentioning your Fuga login.
Initial configuration
- Go to Configuration → Practice data → Accounting interface
- Select Bob50 as the export type
- Verify the ledger accounts with your accountant and fill in the accounting journals (sales, purchases, payments)
- Save
The 3 export files
The following files must be created and sent to your accountant:
| Order | File | Content |
|---|---|---|
| 1 | Client data | Clients with an invoice or credit note in the period |
| 2 | Invoices and credit notes | All invoices and credit notes from the period |
| 3 | Payments | All payments from the period |
Creating the files in Fuga
1. Client data
- Go to the Consultation tab
- Click on Reports
- Choose the report "Clients with invoice/credit note in selected period"
- Select the desired period and click Next
- Click the bob50.zip button in the top right corner to download the file
2. Invoices and credit notes
- Go to the Accounting tab
- Click on Reports
- Choose the report "Invoices and credit notes"
- Select the desired period and click Next
- Click the bob50.zip button in the top right corner to download the file
3. Payments
- Go to the Accounting tab
- Click on Reports
- Choose the report "Payments"
- Select the desired period and click Next
- Click the bob50.zip button in the top right corner to download the file
Send these 3 files to your accountant (for example by email). You will usually find them in your "Downloads" folder.
Tip: shortcuts on your dashboard
You can place shortcuts on your dashboard for quick access to these reports:
- Click on the Dashboard tab
- Click on the gear icon in the top right corner of the coloured bar
- Select the reports you want to add:
- Clients with invoice/credit note in selected period
- Invoices and credit notes
- Payments
- Save
Pricing
The additional costs for activating the accounting module depend on your subscription. Consult sonetas.eu/en/pricing or contact subscriptions@sonetas.eu for more information.