Settings - Elevated Software

Company Registration

Company Number

Registered Office

UTR Number

CIS Registration Number

CIS Status

Accounting Integration

Connect to your accounting software to sync invoices and payments

Sage

Sage Accounting

Automatically sync invoices, payments and supplier costs with Sage. Eliminates double-entry and keeps your accounts up to date.

Sage Connection Settings

Sage Client ID

Found in Sage > Settings > API Credentials

Sage Client Secret

Sync Options

Sync Client Invoices

Push invoices to Sage when payment stages are reached

Sync Supplier Costs

Push subcontractor and material costs to Sage as purchase invoices

Sync Payment Receipts

Record client payments in Sage when marked as received

Auto-reconcile VAT

Automatically calculate and record VAT on all transactions

Other Integrations

QuickBooks Coming Soon

Alternative accounting integration for QuickBooks users

Project Defaults

Default VAT Rate (%)

Default Target Margin (%)

Default Management Fee on Direct Client Payments (%)

Applied when clients pay suppliers directly

Working Hours

Payment Milestones

Default payment stages for new projects

Stage	Milestone	Description	%
1
2
3
Total			100%

Estimate Terms & Conditions

Shown at the bottom of every exported estimate PDF

One term per line. Use {validFor}, {vatPct}, and {contingencyPct} to pull values from the estimate.

Users

Name	Email	Role	Status
Sarah Johnson	sarah.johnson@elevated-software.co.uk	Admin / Owner	Active