Sales Invoice Importing

Posted by patvanaalst PM | on Wed, 21/12/2011 - 13:30  2543  6 comments | report

Good afternoon all

 

I'm pretty sure I know the answer, and it's no, but is it possible to import sales invoice data from Excel/CSV into Sage 50 (2010) which will update debtors etc to allow for aged reporting & customer balances?  I've not found anything to give a definitive no, but nothing to say yes either!

 

Cheers

Pat

Comments

Hi

heatherjt | Wed, 21/12/2011 - 13:39 | Permalink

Hi

 

It is possible, i import sales invoices from an access database.

 

Saved as a c.s.v. file and imported

Importing

johndon68 | Wed, 21/12/2011 - 13:39 | Permalink

Yes, definately, you can use the standard import routine to import 'Audit Trail Transactions' which would then appear on the customer accounts, aged balances etc.

In v2010 you can import from Excel and you can 'map' and existing spreadsheet to Sage so there is no need for the data to be in a Sage fixed format any more, unlike in previous versions.

John

patvanaalst's picture

Thanks, I certainly had the

patvanaalst | Wed, 21/12/2011 - 18:57 | Permalink

Thanks, I certainly had the impression that audit trail transactions related to nominal ledger only!

 

Thanks again

Pat

ara.martirossian's picture

You may want to look at Excel2Sage www.excel2sage.co.uk

ara.martirossian | Thu, 22/12/2011 - 09:30 | Permalink

There is a very simple utlity called Excel2Sage www.excel2sage.co.uk which enable import of ALL the major day to day transactions including Sales Invoice Batches as well as Product and Service invoices. It imports with just 1 click!

patvanaalst's picture

Negative Lines

patvanaalst | Sun, 15/04/2012 - 23:52 | Permalink

Hello all

I've been following up on this and have tried my first upload just now. The one glitch I've come across is that it's rejecting a couple of negative lines relating to discounts (which are charged to a different nominal code to the sales lines).

Any ideas on how to get around this?

I think the worst case scenario might be to carry out two imports and have credit notes on using the same reference and date.  I use Sage 200 for my full-time job and when it rejects a line it still posts the passable lines, but Sage 50 doesn't appear to do the same?

 

Cheers

Pat

Negative Lines

sagetrain | Wed, 11/07/2012 - 20:09 | Permalink

I have experience the same problem in the past.  Basically the importation does not accept any "-" or minus figure because

the excel spreadsheet already  distinguishes it as a Sales Credit (and not a Sales Invoice).

Hopes this helps!

Patricia

 

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