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Import/ Export

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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

CSV Utility

I've recently had lots of issues with trying to export, edit and then import a CSV file for Price Books. Having a CSV file that can easily have mass edits actioned and then loading this into the Price Book is a fantastic option, but Microsoft Exce...
Guest about 1 year ago in CSV 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

File Import Routine Changes - posting date

this should default to the date of the import rather than being a column on the import file
Simon Tomkins over 1 year ago in Import/ Export 0 Idea Accepted - Gauging Support

File Import Routine Changes - user name

it would be better if this defaulted to the user doing the import
Simon Tomkins over 1 year ago in Import/ Export 0 Idea Accepted - Gauging Support

Amendments to Financial Imports

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...
Simon Tomkins over 1 year ago in Customer/Supplier Transactions 1 Will not implement

The ability to export to Excel directly from Nominal screen

Directly export to excel from nominal transaction screen the same way as Sage 50
Guest over 1 year ago in Excel 1 Already Exists

Data exports to go to the default Spreadsheet application

Sage appears to look for the excel executable to create data exports, rather than generating the data and allowing the OS to direct the file according to the users spreadsheet default. Version 12.00.0035
Chris Jones over 1 year ago in Excel 0 Idea Accepted - Gauging Support

Upload of Revised Standard Costs into Stock Items

Adding these manually or having to add them using an add-on is not something I have ever seen before. Standard Costs need updating at least once a year (more often in a time of market volatility like we are experiencing now!) Why is this not a sta...
Guest over 1 year ago in Stock 0 Idea Accepted - Gauging Support

Data to Excel to send Text Fields and Expressions to Excel

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...
Gary Butler over 1 year ago in Excel 0 Idea Accepted - Gauging Support