Import/ Export

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...

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 ...

Invalid Report to show transactions that have non-existent nominal codes as at present postings go to suspense

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 ...

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...

It would be great to be able to export user permissions and import them again to speed up system set up and allow clients to set up their own roles and access permissions.

Please can you add a button within the validation screen in order to import the transactions immediately once the validation is complete.

It would be a good idea if we could export module settings from an existing company and import these into a new company .= We have lots of clients that have multiple companies, and this has to be set up from fresh each time, it would reduce the se...

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...

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