Import/ Export

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...

Invalid Report to show transactions that have non-existent nominal codes as at present postings go to suspense

Please can you consider including the Nominal Transaction Analysis codes as a field on the Budget imports in Sage 200 (we use for Education), as we use this field a lot but currently don't have an option to budget against it in Sage. We can apply ...

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...

I find it quite extraordinary that there seem to be very few requests to improve the NL Transaction Import by allocating 1 URN to all of the imported transaction lines! When a Journal is created in the system, all of the lines have the same J000n ...

It would be great to be able to export user permissions and import them again to speed up system set up and allow clients to set up their own roles and access permissions.

All Schools have to prepare a Budget Forecast return outturn (BFRO)by 21/5/2020. In order to help with this it would be really useful if you would create a report to support this. There is already a field that should provide an analysis of the dat...

Please can you add a button within the validation screen in order to import the transactions immediately once the validation is complete.

It would be a good idea if we could export module settings from an existing company and import these into a new company .= We have lots of clients that have multiple companies, and this has to be set up from fresh each time, it would reduce the se...