Sage 50 – Minimum Setup Checklist

Hi Community! Check out our minimum setup checklist for Sage 50 👇

💡 Before You Connect

Set up your Mews account the right way to ensure smooth integration with your accounting software.
✔ Accurate revenue data flow
✔ No common setup errors
✔ Faster go-live

1. Property Level (Property and finance configuration)

• Accounting categories – ensure you have created all the accounting categories you want to use at your property.
  • Ensure every accounting category has the Ledger account code field filled in. Note: Mews and accounting integration require this for data exchange, so consult your accountant to ensure accuracy.
  • Create separate accounting categories for any outlets, such as a bar that generates revenue in Mews Operations through a Point-of-Sale system.
• Accounting & Operational editable history window – the editable history window in Mews decides how far in the past you can modify reservations; when connecting to accounting software, it is recommended to set up this setting to 1 day.
• Payment methods – Ensure all accepted payment types are active in Mews and have their corresponding accounting category assigned.
• Receivable tracking - when using an accounting integration that connects through Omniboost, it is recommended to disable this option. Note: contact Omniboost to confirm the correct configuration. For other accounting integrations, configure this setting based on your accounting needs.

2. Service Level (Services, rooms, rates, products)

• Accommodation (Stay) – assign the accounting categories to the bookable service(s).
  • Room categories (optionally) – assign the accounting categories to your room categories.
  • Rates (optionally) – assign the accounting categories to your rates.
  • Products – assign the accounting categories to your bookable products.
• Additional services – assign the accounting categories to the additional service(s) and products (if applicable)

3. Integration Level (Technical connection)

• Marketplace integration – add the accounting software integration to your Marketplace.
• Token number – provide the token number found within the integration to your accounting software support.

4. Network & Access (Connectivity requirements)

• No specific requirements

5. Quick Test Before Go-Live

1. Create a test reservation in Mews
2. Add a payment and close the bill
3. Verify Accounting Report in Mews for the revenue information.
4. Check Accounting software for the data that has been synchronized (the synchronization time will depend on the history editable history window set up).

💡 Tip: Most accounting connection issues come from:

• Wrong or missing ledger account code in Mews or the accounting software – revise and update the codes in both softwares to make sure they match
• Duplicated invoice value – check with the accounting software support team if you must use a specific counter value for the newly created invoices in Mews

Useful links:

• Accounting integrations for Mews Operations
• The accounting configuration in Mews Operations: An overview of the settings
• How to create an accounting category in Mews Operations
• How do accounting categories affect the revenue in the Manager report?
• Set default accounting categories for additional expenses
• How does Mews assign accounting categories to bill items?
• The Accounting report
• Understanding the Accounting Editable History Window Dynamics | Omniboost Help Center