Import/ Export

It is possible to upload transactions with FX rate of lt; 1.00000 even the account you importing into is base currency, thus potentially putting the Control A/C out of balance.

When Journals are entered manually in Sage 200 they auto generate the journal number ie. J00000001 The client has requested the ability to have the system do this for imported journals also. This would ideally consider in the import that the colum...

On all Sage 200 versions prior to 2011 if purchase ledger invoice authorisation was enabled for all (£0.00). Imported invoices were not looked at and were imported as Authorised. On version 2013 onwards this core functionality changed and if PL in...

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.

Currently, only the Sales Ledger Import Transactions routine prevents transactions from importing if the relevant Sales Ledger Account is On Hold. Can the Purchase Ledger Import Transactions routine be amended to work in the same way? One of our c...

Users have requested the function to be able to import serial numbers to save time when bringing in a high quantity of stock in via a Purchase order. Often have over 1000 items in at a time and currently have to manually input supplier serial numb...

Creates a new instance of Excel every time you export data. This means you cannot move a tab from one sheet to another and must copy the data to the first instance of excel and then shut down the second instance created by the export.

It would be more logical to have the codes in this order - Nominal Code, CC, Dept, Customers find the current order confusing