Flat file posting means that when you do a posting run in Weighsoft the system produces a .csv file rather than post the invoices directly into Sage for you. You then import that file into Sage 50 manually.
Why use Flat File Posting?
More control: Flat File posting has the advantage of producing a posting file which you can check and confirm before the data is imported to Sage.
Version Incompatibility: If you are using a 64-bit version of Sage 50 and your Weighsoft version is 5.530 or lower Flat File is the only option to import invoices into Sage.
Versatility: Some customers prefer having the option to import the data into Sage manually so they can continue using Weighsoft for other tasks while the import is processed
Switching to Flat File Posting
Depending on your system and what version of Weighsoft you are running you may need assistance from Support to switch to using Flat File posting.
The steps to change this are as follows:
Set the Export location on the Sage Server
Hosted Weighsoft systems already have a default folder in place for transferring files over to your Sage ("Finance") server. You will find that location in Settings>Cloud Hosting>Remote Server Export Directory.
By Default it will be set to D:\ISYS\Instances\Live\Services\CloudService\Exports\
We would suggest adding a folder within that path called "Sage Export Files" or something similar. This folder is where the .csv posting file will be sent over from Weighsoft.
Settings within Weighsoft
Hover on Administration
Click on Lookups
Click on Companies
Select the relevant company
Go to the Credit Control tab
Change the "External System" dropdown to "Sage 50 Flat File"
In the "Local Path 1" field enter the file path mentioned above (in our example this would be D:\ISYS\Instances\Live\Services\CloudService\Exports\Sage Export Files
Click Update at the top of the screen
In order to make retrieving the files as simple as possible we would suggest talking to your IT to make that "Sage Export Files" folder a Mapped Drive so you can access it at any time without having to actually login to the server.