Accounting integration

Connect Sage Accounting to worker operations and bills

Connect Wingspan with Sage Accounting to match worker pay to your books. Approved contractor payables sync as purchase invoices, and sent payments post as contact payments against open bills. Client bills sync separately as sales invoices. Finance uses these records to keep the general ledger up to date.

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Sage Accounting logo Sage Accounting
Wingspan

Connect the work to the payment

  • Sage Accounting

    Vendor contacts

    Wingspan

    Contractors (payees)

  • Sage Accounting

    Purchase invoices

    Wingspan

    Payables

  • Sage Accounting

    Contact payments

    Wingspan

    Payment status and references

Choose which records sync and when they move. Your team stays in control of work review and payment approval.

Reduce manual bill re-entry

Approved contractor bills in Wingspan sync to Sage purchase invoices. This removes manual typing for your team. Line items carry clear details and expense accounts. Open bills match your approved worker totals. You close your books faster each month.

Protect worker tax and bank data

Workers share tax forms and bank details in Wingspan. Choose the vendor fields and amounts to sync to Sage, and set access for those details. Finance uses the linked records to track worker costs.

Separate client bills from worker pay

Wingspan client invoices sync to Sage sales invoices. Contractor payables sync to purchase invoices. Your team tracks income and costs in the right accounts. Client collections and worker pay use separate controls. Finance reviews each flow on its own.

How Sage Accounting works with Wingspan

Sage Accounting tracks your ledger, cash, and bills. Wingspan manages worker records, checks, and pay. Each worker record is called a payee. Worker types include Contractor and W-2.

Contractor work creates one amount owed. The contractor sees an invoice. Your team sees a payable. W-2 workers get pay statements through employee payroll runs. These runs take out taxes. W-2 pay maps to payroll summaries, not vendor bills.

Approved contractor payables sync to Sage purchase invoices. Sent pay creates contact payments. These records clear open purchase invoices. Client bills stay separate from worker pay. Sage tracks your books. Wingspan manages worker setup and pay.

Start with the records you already use

Vendor contacts
A contact record for suppliers. It holds vendor details for bills you owe.
Purchase invoices
A bill record in Sage. It details amounts you owe for approved work.
Contact payments
A payment entry in Sage. It clears amounts owed on open purchase invoices.
Sales invoices
A customer bill in Sage. It bills clients for completed work.
Ledger accounts
Accounts in your chart of accounts. They track costs in your ledger.
Bank accounts
A bank record in Sage. It tracks cash balances and clearing entries.
Attachments
A file record in Sage. It links files like work summaries to invoices.
Tax rates
Tax codes in Sage. They apply tax rules to invoice lines.

Sync options

Choose which tool holds each record. Set the changes that sync between them. Connect your records to the Wingspan workflows below.

Vendor contacts

Contractors (payees)

Wingspan to Sage Accounting

Contractor worker records map to Sage vendor contacts. The sync sends business names and reference IDs. W-2 workers follow a separate payroll path. They do not sync as vendors.

Purchase invoices

Payables

Wingspan to Sage Accounting

Approving a contractor work log creates one amount owed. The contractor sees an invoice. Your team sees a payable. An approved payable syncs to a Sage purchase invoice. You approve the payable to record the bill in Sage. Releasing pay is a separate step. W-2 pay uses payroll runs and does not create purchase invoices.

Contact payments

Payment status and references

Wingspan to Sage Accounting

Wingspan sends payment status and reference codes to Sage. These supply contact payment entries for open purchase invoices. Deposit confirmation means the sending bank finished processing. It does not prove the worker’s bank posted funds. Finance uses clearing accounts to match the entries to bank activity.

Sales invoices

Client invoices and payers

In both directions

Wingspan client invoices sync to Sage sales invoices. Client payments update billing records. Each client invoice links to a payer and client engagement. Client billing stays separate from contractor payables. Your team reviews client collections and worker pay separately.

Ledger accounts

Work logs and work items

Sage Accounting to Wingspan

Sage expense accounts sync to Wingspan. They provide cost codes for work templates and rate cards. Reviewers pick an expense account when they approve a work log. This ensures the bill codes to the right account in Sage.

Attachments

Work logs and work items

Wingspan to Sage Accounting

Work summaries from approved work logs attach to Sage purchase invoices. Finance uses these files for its audit records. Set access to the shared files by role.

Bank accounts

Payment status and references

Sage Accounting to Wingspan

Bank accounts in Sage supply clearing account details. Sent contractor payments credit this clearing account. Your team uses standard bank feeds to match posted cash entries. This helps you match your bank statements each month.

Tax rates

Tax forms and reporting

Reference or reporting

Sage tax rates supply tax codes for invoice lines. These are separate from worker income tax forms. Contractors use W-9 forms and 1099 reporting in Wingspan. Invoice tax codes do not complete a worker tax filing.

Integration workflows

01

Contractor onboarding to vendor ledger setup

A contractor completes checks for an assignment.

A contractor completes checks for an assignment. An admin confirms the worker record in Wingspan. The sync searches Sage for a matching vendor contact by email. If no match exists, it creates a new vendor contact. The sync passes business names and reference IDs.

02

Approved work to purchase invoice posting

A manager approves a contractor work log.

A contractor submits a work log for an assignment. A manager reviews and approves the work. Approving the work log creates one amount owed. The contractor sees an invoice. Your team sees a payable. Approving the payable creates an unpaid purchase invoice in Sage. Line items include work notes and expense accounts. Sending pay is a separate step.

03

Approved payment execution to clearing reconciliation

The sending bank finishes processing contractor pay.

Finance approves contractor payables in Wingspan. A contractor payroll run sends the pay. Wingspan shares payment status and references with Sage. Deposit confirmation means the sending bank finished processing. It does not prove the worker’s bank posted funds. Contact payment entries apply to open purchase invoices. Finance matches clearing entries to bank records.

Plan your integration

Distinguishing Sage Accounting from Sage Intacct

This guide covers Sage Accounting. It uses purchase invoices, contacts, and payment records. Confirm the Sage product your team uses before setting sync rules. Sage Intacct has a separate integration and accounting model.

Clearing account and payment timing reconciliation

Deposit confirmation means the sending bank finished its check. It does not prove the worker’s bank posted the funds. Finance teams use a bank clearing account in Sage to record payments. Standard bank feeds then match posted cash transactions. This keeps cash balances accurate in your books.

Tax ID and banking data privacy boundaries

Choose which vendor fields sync to Sage, such as names, IDs, and amounts. Define access by role and review any tax, banking, or document requirements when setting up the sync. Finance uses the selected records to match bills and payments.

How the worker lifecycle fits

Connect worker records from hire to pay. Choose the Contractor or W-2 type and keep the right checks for each.

Workers and worker types
Contractor worker records map to Sage vendor contacts. This sets up the vendor for purchase invoices and payments. W-2 workers follow payroll runs. They do not map to vendor contacts.
Engagements and assignments
Work templates and worker assignments in Wingspan provide project tags for purchase invoices.
Requirements and eligibility
Required checks on Wingspan work templates and worker assignments track readiness for each assignment. Include readiness reporting needs when scoping your accounting workflow.
Work logs and approved work
Approved contractor work logs map to line items on Sage purchase invoices. Each line item links to an expense account. This codes your costs.
Payables
Approved contractor payables sync to Sage. They post as unpaid purchase invoices. This records what you owe.
Client invoices
Client bills for work map to Sage sales invoices. This supports client billing. Worker pay stays separate.
Payments and payouts
Paid contractor bills map to Sage contact payments. Deposit confirmation updates the entry. This clears open bills. The payment credits your bank clearing account. It keeps your books tidy.
Tax forms and reporting
Wingspan tracks worker tax forms and contractor pay totals. Sage tax rates set invoice line codes. Those codes stay separate from worker tax filings.

Explore related integrations

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Bring worker records, work review, and payments together. We’ll help you set up the flow your team needs.

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