Import/ Export

Export headers on CSV files

When importing into Sage 200 you can import a one Sided Journal which would in some cases be necessary - would it be possible to have a check box to select balanced journals this would help ensure the dates and balances agree when importing into Sage

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

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...

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...

this should default to the date of the import rather than being a column on the import file

it would be better if this defaulted to the user doing the import

When importing Sage 200 Customer or Supplier transactions, it is possible to specify a Source (Module) number in the 16-90 range to the Excel import file. At present, when the transactions have been imported, the description of Sources 16-90 will ...

When creating new company, program automatically creates reporting categories with codes 001 etc. Should be able to import reporting categories with overwrite existing option so users can use their own reporting category structure. Currently progr...

eg To able to haveseparate valuesBudget, Forecast and Re-Forecast for the year. Many customers operate in this way Using Multiple Year Budgets for this is not the best way as you then cannot set Next Years Budget if you are using this for a Forecast