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Compliance, audit and history · How-to guide

Use Sage reconciliation history as accounting evidence

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Detailed client guidance covering use Sage reconciliation history as accounting evidence, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Sage connector.

Audience: Administrators, finance staff and authorised integration operatorsPermission: ComplianceModule v1.0.0
Jump to steps
Where to goSage Accounting Automation → Compliance
Before you startConfirm the intended tenant, remote account or invoice context, and your Compliance access. Keep credentials and tokens out of screenshots, tickets and exported evidence. If a previous write may have reached an external service, verify remote state before retrying.

What this guide helps you do

Detailed client guidance covering use Sage reconciliation history as accounting evidence, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Sage connector. This article is intentionally scoped to the behaviour enforced or exposed by the supplied module and does not treat provider marketing features as implemented integration capabilities.

How it works

The connector keeps native CRM records authoritative while mapping verified Contact, Sales Invoice and Contact Payment evidence in Sage. Queue, exception, API, reconciliation and compliance records are separate evidence layers, so each material action should be verified at both the native and remote sides.

Follow these steps

  1. Open Sage Accounting Automation → Compliance.
  2. Confirm you are in the intended tenant and connected business and that your role has the required Compliance access.
  3. Open the relevant audit/compliance/history area.
  4. Filter or locate the event using record, staff, request ID and timestamp.
  5. Verify the hash chain when evidence integrity matters.
  6. Cross-check API/reconciliation/history evidence without exposing redacted secrets.
  7. Preserve the evidence under the organisation retention and incident policy.

Settings to check

This guide’s focusDetailed client guidance covering use Sage reconciliation history as accounting evidence, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Sage connector.
Append-only auditMaterial integration actions create audit evidence with actor, request and record context.
Hash chainCompliance rows link the previous hash to the current SHA-256 hash so tampering or missing rows can be detected.
VerificationThe Compliance area can verify the chain rather than merely displaying audit rows.
API logsAPI request/response activity can be logged; secrets, tokens and authorization material are redacted.
Payload settingPayload logging is configurable and defaults on in the supplied package, but redaction still applies.
Evidence useHistory, reconciliation evidence and audit logs should be reviewed together for material accounting incidents.

Check it worked

Reopen the native record and the relevant integration history/register. Confirm the stored remote accounting identifier, exact amount/status, latest timestamps and the expected audit or reconciliation evidence. If the provider-side state cannot be independently verified, keep the task unresolved and use the controlled exception or troubleshooting flow.

Frequently asked questions

What should I verify before I trust the result?Verify the native record, the mapped remote record, the stored remote identifier, the current status/amount and the audit or history evidence. A success message alone is not the accounting evidence.
Should I press the action again after a timeout?Not until you have checked the remote accounting service and the Exceptions/API evidence. A timeout can occur after the remote side accepted a non-idempotent write, so a blind retry can create a duplicate.
Does the connector replace the native CRM record?No. Native clients, invoices and payments remain the operational source records. The connector records mappings, remote evidence and controlled reconciliation around them.
What should I include in a support case?Include the native record ID, remote ID if known, date/time, action, exact visible error and request/audit identifier. Never send client secrets, access tokens, refresh tokens or authorization headers.

Technical basis for this guidance

This guide was checked against the supplied module code paths: controllers/Sage_accounting_automation.php; models/Sage_accounting_automation_model.php; libraries/Sage_api_client.php; libraries/Sage_reconciliation_service.php; libraries/Sage_document_import_service.php; views/admin; install.php; docs/FEATURE_MATRIX.md. It documents shipped behaviour, validation, routes and evidence controls; it does not claim successful live provider network calls from offline inspection.

Common mistakes to avoid

  • Work in the intended tenant and remote accounting/business context.
  • Do not paste credentials, access tokens, refresh tokens or private keys into tickets or notes.
  • Do not bypass a missing mapping, validation error, permission gate, duplicate check or remote-verification requirement.
  • Do not repeat a non-idempotent write until you know whether the previous request reached the remote service.
  • Keep native record, remote evidence and audit/history state aligned before closing the task.
Provider and accounting boundaryThe integration fails closed when required mapping, remote identity, validation, concurrency or verification evidence is missing. Do not bypass a blocker by editing unrelated records or repeating an uncertain write.
Browse connected topics: Compliance, audit and history Sage Accounting Automation Accounting & Bookkeeping
Understand redacted payload logging for Sage API callsInvestigate a Sage compliance-chain verification failureAccounting & Bookkeeping guides

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