Import/ Export

Having the ability to export current budgets and amend profiling would be good

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

Each month I perform an invoice run of around 200-250 invoice from a third party system. Once completed, I use an upload file to get the details into Sage 200, and update the relevant Customer accounts, however these records are purely financial. ...

We have a client that would like would to be able to import prior year journals rather than entering them manually.

I thought I would just do a summary comment of the requests that keep coming up for the education sector. I know the development team are very busy but these are what keep coming up in our discussions and on the ideas hub. Having an idea of where ...

This was previously logged as a Wish. Need to have the ability to import Monthly Budgets against projects. At present they have to be entered manually.

When you import a budget using the import template, at the moment it will overwrite only values of 0.01p or over. If you leave a value blank or a zero it will leave the previous allocation as it is. The ramification of this is that the whole Nomin...

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.