Sage 200 UKI Ideas Portal

Import Memo Notes from a spreadsheet to Various Customers or Suppliers Accounts

Doing credit control for a larger organisation it is easier to put everything into a spreadsheet where we can put notes that can be seen by all line managers, not everyone has access to Sage. But once done we are then having to put the notes onto the customers accounts so that a full history can be seen and also if court action is required a clear audit trail is achieved.

  • Tina Baldwin
  • Jun 6 2024
  • Idea Accepted - Gauging Support
Idea Benefit Time - Records on account with up to date real time information - Importing Data from a spreadsheet is quick and instant - update numerous accounts together
How do you solve for this problem today? This is done manually at present
Product Variant Sage for Education
  • Admin
    Jo Kirkup commented
    8 Jul 09:17am

    thanks for the clarity, at present you can't import notes into the customer records, so the workaround to export given about is the only other option for you at present.

  • Tina Baldwin commented
    2 Jul 02:05pm

    Hi Jo

    The trouble is we are dealing with 456 customers on our ledger and to put the notes in one by one is just too time consuming, which is why we use the spreadsheet.

    Is there a way that the report designer can make a report that we can use so that we can then import the notes onto sage?


    Kind regards

    Tina Baldwin

  • Admin
    Jo Kirkup commented
    2 Jul 08:02am

    This would be possible to enter the notes into Sage and then extract for use in Excel. If you contact our report design team they can do it via the report design service, you get 3 reports per year included with your Sage 200 contract.

  • Tony Davis-Coyle commented
    24 Jun 10:58am

    Why not do it the other way? Enter the notes into Sage, and then draw the data into an Excel Report?

    That's the way my clients handle their Debt Control these days.