Launching Barclays LedgerShare Connect
Before attempting to upload your accounts using Barclays LedgerShare Connect, please ensure the following:
- You have read THIS article
- The Barclays LedgerShare Connect Pre-requisites for user permissions are in place on your machine
- You are online and connected to the internet.
- You have a working Accounting Package and you are able to access the data you wish to upload within the Accounting Package.
- You know the User ID and Password that can access your Sage 50 UK data.
You may need to ask your IT department for some of the above information.
To begin the upload process using Barclays LedgerShare Connect you need to be logged in to the Barclays LedgerShare Portal.
From within the Barclays LedgerShare portal choose the Engagement for which you wish to upload data. Then click Upload on the top right of the dashboard.
Select your Upload Scope as either Month End Reconciliation or Audit/Survey.
Choose the Accounting Package from the drop-down menu. Additionally, you can use the search box to locate the accounting package faster.
When the correct Accounting Package is selected click Continue.
A pop-up window will appear, click Download to begin the upload process.
This will start a download of the Barclays LedgerShare Connect setup application. Your browser will show the download progress. In the example below the Chrome browser was used and the vclient.application can be seen in the download bar.
Depending on your desktop setup you may encounter some security warnings that you need to acknowledge during the installation. Click Keep to continue with the download.
When the Barclays LedgerShare Connect vclient.application file has finished downloading, open the file to begin the installation. Next click Install.
The Barclays LedgerShare Connect application will now download in full and install to your desktop to begin connecting to your Accounting Package. The Barclays LedgerShare Connect package is quite small and will be automatically removed from your desktop once the upload process has completed unless you choose a scheduled upload.
Barclays LedgerShare Connect for Sage 50 UK
Once installed, the Barclays LedgerShare Connect application will automatically launch and will attempt to locate and identify your Sage 50 UK installation.
If you have more than one version of Sage 50 UK installed on your machine you will be asked to choose which version of Sage 50 you wish to upload from.
Select the Version of Sage 50 UK that holds the data you wish to upload from the drop-down list and click Next.
Next, select the Company from the drop-down list.
Enter the correct Username and Password for the company you have selected then click Next.
If any of these details are incorrect an error will be displayed and you will be invited to re-enter the correct details.
Select the correct Chart of Accounts to use from the drop-down list and click Next.
If the access details supplied are correct the Barclays LedgerShare Connect data extraction process will begin and progress will be displayed on the screen. Depending on the size of your database and the number of entries it contains this process may take a few minutes. Once all data has been extracted the data is compressed, encrypted, and transmitted securely to the Barclays LedgerShare central server.
You can continue with other tasks whilst the extraction takes place.
Do not close the Barclays LedgerShare Connect window or interrupt the extraction process.
When the upload completes the success message is presented.
Click Close to exit Barclays LedgerShare Connect. At this point, there is nothing more to do. Your Engagement Manager or Client Manager will be notified by email that you have submitted a new upload.
Your uploaded data is now being queued for processing in the Barclays LedgerShare central system. You can switch off your desktop and disconnect from the network at this point if you wish.
You can view the progress of your upload in the Barclays LedgerShare Portal - You may need to refresh your browser. The status will change from Processing to Completed.
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