Choose the correct business
- A full administrator or office staff member opens Accounting and chooses one provider.
- Sign in with Sage or Xero and authorise the correct company. Your accounting password stays with the provider. Your provider subscription is separate.
Sage Accounting setup
- Use a UK GBP Sage Accounting Standard or Plus business. Sage Start and Sage 50 are not supported.
- Match workers to suppliers and check CIS treatment, labour accounts and VAT codes. Preview an eligible approved worker invoice before sending. Sage receives unpaid purchase invoices.
Xero setup
- Use your own UK GBP Xero organisation and select the correct business during connection.
- Match worker suppliers, check tax and expense-account settings, then review the invoice preview. Sent supplier bills arrive as drafts for review and authorisation in Xero.
CIS, VAT and payments
- Confirm CIS treatment against your company’s HMRC verification and check the applicable VAT treatment, including reverse charge where appropriate. TradeCore does not verify suppliers with HMRC or file returns.
- Payments are checked daily or on request. Review partial/multiple CIS payments, credits, changed bills and mismatches before resolving exceptions.
- Use transfer history before retrying any send. Disconnecting does not delete provider bills or cancel subscriptions, and previously transferred invoices cannot simply be sent again.
Still need help? Contact support. For pay, allocations or approval decisions, contact your company administrator.