Import/ Export

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...

When using the Import Customer Transactions routine to import sales receipts, there is no option to specify which bank account should be used. The default bank account is used. When you enter a sales receipt via the Enter Customer Receipt routine,...

When importing journals, sales invoices and purchase invoices it allows transactions to still be imported to nominal accounts that are hidden, which shouldn't be able to happen as they are hidden as we don't want them to be able to be posted to.

Would be good if you could import sales orders and then generate into invoices. We use a CRM and generate invoices into Sage manually as they have a product code and I know you can import customer transactions but there isn't a field for the produ...

Currently on Sage 200 via the import wizard you can upload transaction analysis codes to several types of transactions. This includes nominal balance and payroll imports but there is no functionality to do this with budget uploads. When budgets ar...

Please can you consider including the Nominal Transaction Analysis codes as a field on the Budget imports in Sage 200 (we use for Education), as we use this field a lot but currently don't have an option to budget against it in Sage. We can apply ...

Is it possible to setup importing so journals etc are imported on a schedule rather than having to do it manually?

I find it quite extraordinary that there seem to be very few requests to improve the NL Transaction Import by allocating 1 URN to all of the imported transaction lines! When a Journal is created in the system, all of the lines have the same J000n ...

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...

All Schools have to prepare a Budget Forecast return outturn (BFRO)by 21/5/2020. In order to help with this it would be really useful if you would create a report to support this. There is already a field that should provide an analysis of the dat...