Import/ Export

Has anyone tried importing Accrual in month end and adding reversal journal with next month date?

It would be more efficient to move away from using CSV file imports & instead enable Excel file imports as this would remove the step of saving as a csv file, it would also reduce the chances of introducing data errors on import when a user op...

We have many Inactive items that no longer require prices. It would be useful to only see the Active items rather than scrolling through all stock items

When importing journals, sales invoices and purchase invoices it allows transactions to still be imported to nominal accounts that are hidden, which shouldn't be able to happen as they are hidden as we don't want them to be able to be posted to.

Adding these manually or having to add them using an add-on is not something I have ever seen before. Standard Costs need updating at least once a year (more often in a time of market volatility like we are experiencing now!) Why is this not a sta...

Sage support advised on an issue I had where the customer was sending details to Excel via Data to Excel - where text fields and Expressions didn't show on the output: When using the 'Data to Excel' option, any expression created using multiple fi...

I was so happy to see the new functionality to export Customer and Supplier records that I almost spat my tea out when it was announced. Great, something to save time on creating new datasets with the same customers and or suppliers. Sadly the exp...

Would be good if you could import sales orders and then generate into invoices. We use a CRM and generate invoices into Sage manually as they have a product code and I know you can import customer transactions but there isn't a field for the produ...

Would like to be able to Import Reversing Journals in Sage - would save time instead of having to manually set up all the time

I'm raising this on behalf of a client who would like to see the below changes on the financial transaction import routines. Username - it would be better if this defaulted to the user doing the import. Posting Date - this should default to the da...