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Synchronisation indicator with Sage Accounting in fields and value lists

Indicator that allows you to identify whether certain fields, lists and values are integrated and synchronised with Sage Accounting.

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Written by Training
Updated over a week ago

In the Administration area, the application displays an informational indicator that allows you to identify whether certain fields, lists and values are integrated and synchronised with Sage Accounting.

This indicator helps you better understand the behaviour of the application when an active integration is in place and explains why certain actions may be limited or behave differently.


Where does it appear?

The synchronisation indicator is available in the following sections of the administration panel:

  • Standard fields

  • Custom fields

  • Value lists

  • List values


What information does it show?

The indicator clearly displays:

  • Whether a field, list or value is synchronised with Sage Accounting.

  • The direction of the synchronisation, for example:

    • From the application to Sage Accounting

    • From Sage Accounting to the application


What is it used for?

This indicator helps you to:

  • Identify which elements are integrated with Sage Accounting.

  • Avoid confusion when configuring or maintaining data, knowing which elements depend on the integration.

  • Better understand the application’s behaviour when a field, list or value is synchronised.


Impact on application behaviour

When a field, list or value is marked as integrated, the application may:

  • Restrict certain actions, such as preventing manual edits.

  • Adjust the behaviour of some operations to respect the integration and ensure data consistency.

Note

This indicator is for informational purposes and helps explain why some actions may be restricted or behave differently when an integration with Sage Accounting is in place.

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