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Import/ Export

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To be able to add a Project Code to a Nominal Transactions Journal Import and then report on them in PA module

There is currently no option to add the Project Code when importing Nominal Transaction Journals. Within Project Accounting there is no option to select Journals as a Transaction Type in the report criteria. The customer has said that themajority ...
Guest over 9 years ago in Nominal 0 Idea Accepted - Gauging Support

Nominal List - All Value Columns should export to Excel as Values

AccountBalance has been changed with V2015 to exportto excel as Values but other value columns eg Debit Year To Date still export as Text Values. Also Account Balance and Balance columns are duplications of the same field ?
Saeed Malik over 9 years ago in Nominal 0 Idea Accepted - Gauging Support

Would like to upload stock counts from a CSV file

Manage Stock-take functionality - quite happy with most of the functionality apart from the requirement to enter actual stock counts manually. Would like to be able to upload stock counts from a CSV file prepared (probably) in Excel, where the Exc...
Guest about 7 years ago in Stock 0 Idea Accepted - Gauging Support

Excel Addon - Please bring it back!

Please can the Excel Addon be made available again for 2016? It used to be such a handy tool when we were in 2011 to pull some data from Sage very quickly. Querying SQL is fine, but it requires some tech knowledge that not many staff have.
Guest about 7 years ago in Excel 0 Idea Accepted - Gauging Support

Export Budgets in the same format as the CSV file import.

Ability to export the budget in a csv file format, to enable easier editing and reimporting, especially where consolidated companies are used and zero balances removes all budget information.
Guest over 7 years ago in Budgets 0 Idea Accepted - Gauging Support

Automate Imports

Is it possible to setup importing so journals etc are imported on a schedule rather than having to do it manually?
Stuart Barber about 4 years ago in Nominal 0 Idea Accepted - Gauging Support

Error When Updating Nominal Postings Because of Zero Values

Currently for some reason (almost certainly rounding on Manufacturing). Nominal Postings are generated with zero values. When you try to update the waiting postings you get the Object Not Set to an Instance of an Object message. We are trying to r...
Guest over 8 years ago in Nominal 0 Idea Accepted - Gauging Support

sort columns on the import file so that the mandatory fields show first

No description provided
Guest over 8 years ago in Nominal 0 Idea Accepted - Gauging Support

Import a reversing journal

No description provided
Guest over 8 years ago in Nominal 0 Idea Accepted - Gauging Support

Sales and Purchase Transaction Imports should prevent Fx Rate lt; 1.000000 if the Customer or Supplier Account is Base Currency

It is possible to upload transactions with FX rate of lt; 1.00000 even the account you importing into is base currency, thus potentially putting the Control A/C out of balance.
Saeed Malik over 8 years ago in Customer/Supplier Transactions 0 Idea Accepted - Gauging Support