Import/ Export

it would be better if this defaulted to the user doing the import

The system lets transaction dates through with any dates, it does not look at the transaction date validation rules in ASM

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

Export headers on CSV files

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

When importing Sage 200 Customer or Supplier transactions, it is possible to specify a Source (Module) number in the 16-90 range to the Excel import file. At present, when the transactions have been imported, the description of Sources 16-90 will ...

When creating new company, program automatically creates reporting categories with codes 001 etc. Should be able to import reporting categories with overwrite existing option so users can use their own reporting category structure. Currently progr...

When we use the import transactions functionality to upload a journal via the .csv template http://desktophelp.sage.co.uk/sage200/sage200standard/Content/CSV%20samples/NominalTransaction%20CSV.csv I have noticed that the UserNumber field is not ma...

eg To able to haveseparate valuesBudget, Forecast and Re-Forecast for the year. Many customers operate in this way Using Multiple Year Budgets for this is not the best way as you then cannot set Next Years Budget if you are using this for a Forecast

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...