Ricoh AP for Small Business Help.

Sage Integration

Sage 100 ERP Integration connects your Sage 100 ERP vendors and chart of accounts to Ricoh AP for Small Business and exports your invoices directly into Sage 100 ERP. Once you are connected to your Sage 100 ERP account, Ricoh AP for Small Business can view all the necessary accounting information and post bills for you.

  • Once you have successfully signed up, you will see Ricoh AP for Small Business’s main page.
  • Click your username at the top right corner and select Account Settings from the drop-down.
  • Click the Interfaces & Plugins tab on the left.
  • Click on Sage 100 ERP Integration.
  • Click the Download button to download the Sync utility onto your computer having the Sage Server software. Run the executable to install the Sync utility.
    This is an application required for Ricoh AP for Small Business to communicate with Sage 100 ERP.
  • Use your Sage account credentials to login to the Ricoh APS - Sage Sync utility.
    Click: Log on:
  • From the list of companies select the required company and click the Connect button to connect it to Ricoh AP for Small Business.
  • When prompted to login, use your Ricoh AP for Small Business account credentials.
  • Click Yes to authorize the connection. An initial sync occurs.
  • The Options button opens a dialog that allows you to change the frequency of sync between Sage and Ricoh AP for Small Business.

Ricoh APS - Sage Sync

The Ricoh APS - Sage Sync is for users that have Sage as their accounting provider. Download and install the Ricoh APS - Sage Sync on your machine that already has the Sage server installed. This is an application required for Ricoh AP for Small Business to communicate with Sage 100 ERP. It is a system tray application so you can access it at any time from your system tray (bottom right corner or where you docked your tray.)

After the Ricoh APS - Sage Sync utility is installed, you can login to it using your Sage account login and password.

Configuring the Sync Process

On logging into the Ricoh APS - Sage Sync the Ricoh APS - Sage Sync utility dialog displays. It offers the following sync options:

  • Manual – Select Manual to manually sync Sage company information to Ricoh AP for Small Business. Every time a sync has to be performed, you will manually initiate it by opening the Ricoh APS - Sage Sync and then clicking the Sync Now button on the Ricoh APS - Sage Sync dialog. This can also be done from the Ricoh APS - Sage Sync’s context menu which is accessible from the system tray.
  • Automatic – Select Automatic to set time intervals at which the Sage company information will automatically sync to Ricoh AP for Small Business. The time intervals available are:
    • 5 minutes
    • 15 minutes
    • 30 minutes
    • 1 hour
    • 6 hours
    • 24 hours
    After connection, the sync will occur at the start of each time interval and repeat accordingly. Note that for 24 hours the sync will be at midnight.

Connecting to a Company

The Ricoh APS - Sage Sync dialog lists the companies you have in your Sage account. Select a Sage company to connect to Ricoh AP for Small Business and click the Connect button. This company is now associated with this Ricoh AP for Small Business account.

You can only connect to one company per Ricoh AP for Small Business account. To connect to another company you must create another Ricoh AP for Small Business account.

Using the Ricoh APS - Sage Sync Context Menu

Since this is a system tray application you can access it at any time from your system tray, bottom right corner or where you have the system tray docked. Click the Ricoh APS - Sage Sync’s tray icon to display the context menu. It has the following menu options:

  • Ricoh APS - to navigate to the Ricoh AP for Small Business home page.
  • Open – to open the Ricoh APS - Sage Sync and display the Ricoh APS - Sage Sync dialog.
  • Sync Now – to open the Ricoh APS - Sage Sync and sync the connected company to Ricoh AP for Small Business. If you did not have a company selected, you will be prompted to connect to a company.
  • Check for updates – to check for updates to the Ricoh APS - Sage Sync software. By default, it automatically checks for updates once every 24 hours while the application is running.
  • Sage 100 Logout – Disconnects the company from Ricoh AP for Small Business and signs out of the Ricoh APS - Sage Sync. Ricoh AP for Small Business is not informed of this disconnection. You can still access the Sync context menu. You can sign back into the Ricoh APS - Sage Sync and connect to the company using Open from the context menu.
  • Exit – Sync tray process is closed.

Click the Ricoh APS - Sage Sync’s tray icon to display the context menu.

Select Ricoh APS from the context menu to navigate to the Ricoh AP for Small Business home page. Log in and notice that you are now connected. You can navigate to Account Setting > Interfaces and Plugins to confirm.


Notes: You can have one company connected per Ricoh AP for Small Business account. So, to access another company you must create another Ricoh AP for Small Business account.