Quick start for the bookkeeper

What this covers

Your two routines with the agent, on one page to print and keep by the Sage PC.

Before you start

The agent is installed and the tax codes are confirmed. Open the agent window from Start ▸ GoRoute ▸ Agent Status.

Steps

Every sales invoice

1. Invoices and credits ▸ New invoice. Choose the customer in A/C.
2. Customer Order No.: the customer's order number. Never leave it empty.
3. Add the lines, Save, Update Ledgers.
4. Within a few minutes the invoice is Sent on the agent's Queue tab.

Credit note: write the invoice number in Customer Order No., for example Invoice 1234.

Once a day: check the agent window

Tab	If there is something there
Parked	Read the reason. Fix it in Sage. Click Fixed — check now
Needs supplier	Create the supplier in Sage (Suppliers ▸ New) with its VAT number

Once a day, at the end of the day: import supplier invoices

1. Inbox tab: select the file marked READY TO IMPORT, click Copy the path.
2. Take a backup. Make sure nobody else is working in the company.
3. Sage: File ▸ Import…, then Next on the Welcome page.
4. Audit Trail transactions ▸ Next.
5. Browse, paste the path into File name, Open.
6. Then tick First row contains headings. Next.
7. Next on Field Mappings, then Import. Read the results. Close.

Import each file once. Sage would post it again without warning. A file marked Imported in Sage — do not import this file again is done.

What you should see

• Sales invoice: Queued, then Sent.
• Supplier invoice: posted in Sage as transaction and its number, on the Inbox tab.

If it does not work

You see	Do this
Customer order number missing	Raise the invoice again with Customer Order No.
Field Mappings blank	Back, untick and tick First row contains headings
… .DTA is in use	Wait half a minute
Header says Cannot read Sage	Settings ▸ Change Sage sign-in…
Anything else	Troubleshooting, or admin@goroute.ai

---

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