Sage 300

The DATABASICS Time & Expense Reporting system integrates to Sage 300 to support time and expense accounting.

Import Export Utilities

Sage 300 offers native Import and Export functions

Integrations would be similar to what is outlined in this write-up, but with adjustments made to facilitate for the customer’s and the specific function’s requirements, including format variations and enhanced process functionality.

Outbound Data From DATABASICS

DATABASICS can produce a tailored export files for import to the following modules according to the customer’s requirement:

• General Ledger Import - labor and expense accounting details

• Accounts Payable Import - reimbursable expense accounting, vendor payables

• Project and Job Costing Import - labor and expense project accounting details

Flat files will be extracted from DATABASICS to a dedicated SFTP site: more information here

Files will be provided according to agreed specifications, extracts are likely triggered manually as part of the month end accounting / billing process, but they can also be scheduled according to requirement.

Inbound Data to DATABASICS

In a bi-directional integration Demographic (Organization) and Project (WBS) data typically originates in Sage 300 and is imported to DATABASICS to support valid data in the outbound flows.

Note that data can originate in other systems, but a bi-directional integration helps ensure that transactions originating in DATABASICS are valid and will not fail on import.

Organization Structure

In a Sage 300 integration the DATABASICS Organization structure typically consists of one or more of the following:

• Company

• Employee / Vendors - note: some Sage 300 integrations have Employee data originate in an HRMS system, or have the user details maintained in DATABASCIS

The Employee typically has one or more of the following properties:

• Employee ID

• Vendor ID

• Employee First and Last Name

• Home Company

• Home Department / Business Line / Cost Center

• Employee Type - supporting entry validation (e.g. OT) if included

• Email address

• Manager ID - supporting approval requirements if included

• Hire Date

• Termination Date

Work Breakdown Structure

In a Sage 300 integration the DATABASICS Work Break Down Structure typically consists of one or more of the following:

• Project / Job

• Project Type

• Cost Code

• Bill Rate - supporting billing if included

The Project typically has one or more of the following properties, supporting customer’s specific requirements:

• Contract Type

• Cost Type

• Owning Company

• Resource Assignment

• Manager ID - supporting approval requirements if included

• Start Date

• End Date

Inbound Integration methods

Data flow inbound to DATABASICS is managed using the DATABASICS Import / Export utility.

Open

In a Sage 300 integration data can be provided in flat files, according to agreed specifications.

The loads will validate to make sure all the required fields are provided in order for the employee to be active in DATABASICS.

Data Push to DATABASICS

Flat files can be imported into DATABASICS from a dedicated SFTP site: more information here

Files must be provided according to agreed specifications, loads can be scheduled according to requirement (e.g. weekly, daily, hourly), or manually triggered on an as needed basis.