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Import/ Export

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The ability to export and import system administration role features

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.
Chris Housecroft almost 10 years ago in Roles 0 Idea Accepted - Gauging Support

One Click to Import records following validation

Please can you add a button within the validation screen in order to import the transactions immediately once the validation is complete.
Guest about 5 years ago in Nominal 0 Idea Accepted - Gauging Support

Ability to import /export module settings

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...
Guest about 5 years ago in Settings 0 Idea Accepted - Gauging Support

Data to Excel to show Returns/Credits as negative

Not sure if this is possible as Data to Excel dumps the data contained in a report to Excel from the table formatting and ignores formatting on the report, but it would be great if Credits and Returns would show as negatives when using Data to Exc...
Gary Butler over 4 years ago in Excel 2 Idea Accepted - Gauging Support

Validate transaction import for nominal codes that do not exist in sage

currently when you import customer/supplier transactions and it contains a nominal code that does not exist in sage, it allows the import to go ahead with no warnings and posts it to suspense. I think it should allow more strict validation and rej...
Guest over 8 years ago in Nominal 0 Idea Accepted - Gauging Support

Importing Project Accounting Timesheets

We notice that it is not currently possible to import timesheets against a Phase. The impact this has is if a business needs to import timesheets, and has projects where the same project item is used in various different stages/phases then the imp...
Guest about 1 year ago in Project Accounting 0 Idea Accepted - Gauging Support

Sage200 - Stock Record with Supplier Cost and Selling Prices Import

We would be looking to use the Stock Item Import feature currently in Sage to bulk import new products we want to set up. What we would like to be able to do however is import new stock records along with a Supplier Cost Price and Selling Prices a...
Guest about 1 year ago in Stock 0 Idea Accepted - Gauging Support

ODBC Connectivity

It would be a good idea to add ODBC connectivity so that the underlying SQL database can be directly queried from Excel
Guest almost 9 years ago in ODBC 0 Idea Accepted - Gauging Support

Import Analysis Codes

With the recent additions of being able to import nominal ledger cost centres and departments would it be possible for Analysis CodeValues to be imported into Sage 200? During a large 50 to 200 migration the client had 50 odd analysis code values ...
Guest almost 9 years ago in Analysis Codes 0 Idea Accepted - Gauging Support

Ability to import Monthly Budgets against projects

This was previously logged as a Wish. Need to have the ability to import Monthly Budgets against projects. At present they have to be entered manually.
Guest over 6 years ago in Project Accounting 0 Idea Accepted - Gauging Support