Is it possible to upload from an excel spreadsheet to SAGE? For example: Journals, purchase invoice baches.
BP Lane
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Sage data import
Yes you can. I think it is best for journals but you can also use it for invoice entry.
Just enter the data in the following format in excel and save as a CSV file. Close the file and then import using the Sage menu /File/Import/Audit transaction/"filename".csv
The format to save in excel is as follows:
No. Field Length Type Example
1 Type 2 Character string JC or JD
2 Account Reference 8 Character String Sales1
3 Nominal Account Ref 8 Character String 4000
4 Department Number 3 Integer 3
5 Date 10* Character String 01/12/1999
6 Reference 8 Character String Inv
7 Details 60 Character String Sales Invoice
8 Net Amount 11 Dec. Number 100.00
9 Tax Code 3 Text T1
10 Tax Amount Number 17.50
11 Extra reference 8 Char.
12 User Name 32 Char.
Let me know if you have problems with this.
Regards
Clive