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Limits and FAQ

What this covers​

What the agent does not do, and the questions people ask most. Read the first limit first.

Before you start​

Nothing to prepare.

Limits​

Batch-entered sales invoices are invisible​

Sage gives you two ways to get a sales invoice onto the ledger. The agent reads one of them.

How the invoice is enteredDoes the agent see it?
Invoices and credits, then Update LedgersYes. Sage keeps the invoice with its lines, prices and tax codes
Customers ▸ Batch invoiceNo. Sage posts only the totals, with no lines to build an e-invoice from

A batch-entered invoice is not parked and not counted: the agent never sees it. If your company enters sales invoices in batch, raise them under Invoices and credits from go-live. The readiness report checks your posted transactions and asks about any it cannot match to an invoice.

The rest​

  • One PC per company. Two agents must never watch the same company.
  • Only posted invoices. An invoice that has not been updated to the ledgers is not read.
  • Only ticked companies. A company not ticked at install is never read.
  • The import is a click in Sage. The agent writes the file; a person imports it once a day. Sage closes other windows to import, so do it when nobody else is working in the company.
  • Every customer needs an address on the network, a VAT number or a Peppol address, even when the invoice goes by e-mail.
  • Japan is served by e-mail only, and Japanese customers need a Peppol address in Analysis 1.
  • An e-mail left in a mailbox is never seen. Forward supplier e-invoices to your intake address, or upload them.

FAQ​

Does Sage need to be open? No. The agent reads the company data directly. The Windows user must be signed in to the PC.

Does anyone need to change how they raise invoices? No, apart from always filling in Customer Order No.

What happens to invoices already in Sage when we install? By default they are left alone. Only invoices posted from the day of installation are sent.

Can the agent post supplier invoices into Sage by itself? No. It writes the import file and you import it. This keeps every posting in your hands and works the same after every Sage update.

What if we import a file twice? Sage posts it again without warning. The agent notices on its next check and flags the duplicate in the portal with the transaction numbers, so you can delete them. Import each file once.

Can it run on a server, as a service? It runs as the signed-in Windows user, because its key is protected for that user. The company data can be on a server.

Can we use another Sage field for the Peppol address? Yes. If Analysis 1 is already in use, the readiness report names a free field and GoRoute sets the agent to read it.

Does it work with Sage 50 Accounts in other countries? It is built for Sage 50 Accounts UK. A company in another country that keeps its books in Sage 50 Accounts UK is served in the same way, under that country's e-invoicing rules.

Is the window in German? Yes. Settings ▸ Language of this window ▸ Deutsch.

What you should see​

Each limit above either does not apply to you or has an agreed answer.

If it does not work​

Ask admin@goroute.ai. Say which Sage version you run and how your sales invoices are entered.

Written for agent 0.2.x and the GoRoute portal release of 31 October 2026.

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