Import/ Export

Some of our banking has multiple lines on it, which are repeated on a weekly basis. To avoid having to retype in each week it would be good to either set up a template so only values/dates need to be added or be able to import a csv file instead.

On importing Customer or Supplier accounts, you can only import one contact per account, despite being able to input multiple manually. It would be good to be able to import them on the Customer/Supplier Account import or a separate import

Having the ability to export current budgets and amend profiling would be good

currently sage will import with no warnings if the nominal account doesn't exist, this has resulted in journal corrections being required

Each month I perform an invoice run of around 200-250 invoice from a third party system. Once completed, I use an upload file to get the details into Sage 200, and update the relevant Customer accounts, however these records are purely financial. ...

We have a client that would like would to be able to import prior year journals rather than entering them manually.

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.

With reference to one of my Incident reference - 190318-E8924. (Still unsure why this needs to be an idea hub issue as well to me data to excel doesn't work as expected) When running a Sales invoices and credits notes summary and detailed report w...

Please can Department Name Information be added to the Nominal Budgets Excel Report.

It would be helpful to be able to export budgets and transactions in a simple format to show the monthly budget profile and transactions for each nominal account. In a similar format to the CSV file used to import a budget.