Ricoh AP for Small Business Help.
Table of Contents
- Getting Started
- Sign Up
- QuickBooks Users
- QuickBooks Desktop Users
- Sage Users
- Sage Intacct Users
- Without Accounting Users
- Log in
- Sign out
- User Profile
- System settings
- Interface and Plugins
- Upload via email
- QuickBooks Integration
- QuickBooks Desktop Integration
- Sage Integration
- Sage Intacct Integration
- Cloud Storage Integration
- Without Accounting Integration
- Manage Users
- User Guide
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 System 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 Ricoh APS - Sage Sync onto your computer having the Sage Server software. Run the executable to install the Ricoh APS - Sage Sync.
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
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. (See Ricoh APS - Sage Sync for more information on the options.)
Click the sync utility’s tray icon to display the context menu.
Select Ricoh AP for Small Business 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.