Click: Tools > Customise > Accounts Link
These settings apply to the Sage link, an optional module at additional cost. Please contact sales for details.
Enable Live Sage Link (Customer)
Tick this box to enable the live Sage link. This link displays data from Sage in the customer screen Account Details tab. This includes their account balance, status, credit limit and aged debt. (Additional configuration is needed to link your Sage data with EQ. Please contact support.)
Enable Live Sage Link (Supplier)
Tick this box to enable the live Sage link. This link displays data from Sage in the suppliers screen Account Details tab. This includes their account balance, status, credit limit and aged debt. (Additional configuration is needed to link your Sage data with EQ. Please contact support.)
Allow the Nominal code to be changed before exporting
Tick this box so that you can edit the nominal codes when you are in the export window.
Customer Export
You can export 2 telephone numbers per customer record.
Use the drop down boxes to pick which 2 to export from Work, Home or Mobile.
Purchase Invoice Export
Reference
Select from the drop down box which reference number you want to export. Therefore you can choose how to identify the invoices in Sage. Pick from:
•Supplier Invoice No
•Purchase Order No
•Sales Order No
•Own Sales Order
Details
Similar to reference you can pick which 2 details you want to use to be able to identify your invoices once the data is in Sage. E.g. you may want to include the supplier invoice to aid searching in the future and the sales order number for easy identification of the original order in EQ. Pick from:
•Supplier Invoice No
•Purchase Order No
•Sales Order No
•Own Sales Order
•Customer Name
Nominal/Department (Default) Settings
There are 4 levels you can specify default nominal codes. Note that they are arranged in a hierarchy as follows:
1. Global nominal code
2. Customer (or supplier level)
3. The order types as below
4. Individual products as number 4 below
1. Default
Default Nominal Code
Enter the nominal code to be used for all customers
Default Supplier Nominal Code
Enter a nominal code for the system to automatically use for all suppliers.
2. Order Types
In this grid you can enter nominal codes and sales department codes for each order type (e.g. bathroom or bedroom). The order type list is the same quote type list used in validation rules. Click 
Add to start a new row and complete the details.
3. Order Type & Order Prefix
Click the button to open a further level of detail in a new window. Click Add to start a new row. Enter additional information to specify nominal codes and sales departments by order type (e.g. kitchen or bathroom) and branch prefix.
4. User Defined List
In this section you can define your own nominal code structure. Click Add and input the details manually on each row.
Tick Enable item level nominal codes to show a nominal column on the quote/order. The nominal code used with a product will be remembered and used next time you add that product. Any products in My Catalogue can have their own nominal code, see the product details tab in my catalogue.
Assign Nominal Codes to Product Types
Note that multiple nominal codes per invoice may only be exported to a compatible accounts link. EQ's Sage Accounts 200/500 will export every product with each nominal code only if you use delivery note invoicing. (This is because the invoice is created from a delivery note which has a list of products).
1.Click the Configure button under user defined list and then click Assign nominal codes to product types.
2.The window opens listing product types. Assign a short code next to the product types as you require.