IMPORTING DATA INTO SAGE
Excel to Sage Line 50
I am trying to import Client and Invoice records from Excel into Sage Line 50. I have created .csv files (text), but Line 50 freezes whenever I try to import them. Mike Huxley
Sage Import from 3rd party software
Does anyone know if there is a cheap bit of software on the market to allow purchase and sales invoices to be imported into Sage from third party software? Bruce Rose
Sage and Accountant Link
I've been asked about Accountant Link by a client, and confess that I have never used it. I have Sage Client Manager as well as Line 50, and if Accountant Link works well it could be very useful. So I'm just checking whether anyone has any comments on this. David Evans
Software Review: Sage Line 50 Client Manager
Version 11 of Sage Line 50 introduces a new tool designed specifically for accountants, the Accountant Link. Nigel Harris took an in-depth look and was impressed with what he saw...
Sage Line 50 CSV import
We have developed an application for commercial vehicle repairers which simplifies the entire booking in of jobs through to measuring the work done and the production of the customer's invoice... Is there any way we can import into Sage the invoice totals and ALSO the different nominal codes for each of the different lines? JC
Sage Line 50 DAT file
I have receive a Sage Line 50 back up file via email and it has the extension .DAT I believe this is because it was e-mailed using Microsoft Outlook rather than Outlook Express. Is there any way of using this file (as a Sage backup) or is it unusable and will I have to get another back-up copy? TK Mahoney
Importing Sales Receipts in Line 50
A client currently issues approx 1,000 bills per month and collects all receipts via direct debit. The billing is provided by a third party who supplies the invoice information in a CSV file. Similarly the DD service provider provides receipts information in a CSV format. The client imports both sets of data into Sage Line 50 but there is no auto-matching function so the receipts are all classed as Payments on Account. Is there an add-on for Line 50 that could help? Hasnain Mozaffar
How do I copy data from one company in Sage to another?
I want to make significant changes to the nominal ledger structure in sage for a company I am working with. I am planning to set up a new company and then transfer over opening balances based on new mapping. This bit I am fine with but I want to find a quick way of copying over the supplier and customer details and balances. Does anyone know how to do this? Fiona Rook
Sage Import - POP
126348 We operate SAGE Line 50 v8 and were wondering whether anyone knows if it is at all possible to import a purchase order form into the POP module or if it is able to be done by any other means? Our 'technical' people have an Excel spreadsheet which they type on the details of the purchase order which they pass to an accounts processor who then duplicates the data staright into Sage - we are looking for a way round this double entry if possible. Graham Darling
Sage query on CSV importing
Trying to import some product records into Sage but can't seem to import the cost price of the record into Sage. Does Sage allow you import Cost Prices into Sage or not? Kein yet Cheugn
Sage Line 50 import problems with purchase orders
I wanted to import data from our intranet into Sage Line 50 and was told by Sage that this was possible in a CSV format - great I thought. My initial glee then faded when going further into the ins and outs Sage told me that purchase orders could not be imported.
Sage - importing data
I need to know what the requirements of Sage are as regards the data import - what mandatory fields does it require and does it reference all inward bound transactions with its own references? How about nominal codes import - must it be in a pre-determined format? Must each element of the double entry be on separate data lines? As you can tell I don't have specific questions and am after a generic response. Rob
Uploading invoice transactions into Sage Line 50
It takes a while to enter invoices into Sage line 50. We have all the invoices generated on a separate contact system that shows when the invoices should be raised. Can I import that invoice data into Sage Line 50 and save all the typing? I can print off invoices from the database, but need Sage to log the invoice details. Glyn Charles
Upload Excel to Sage?
Is it possible to upload from an Excel spreadsheet to Sage? For example: Journals, purchase invoice batches. BP Lane
Clients accounts are on Sage
After having spent sufficient on Iris which is really efficient, do I have to have Sage also in order to just read the client's data? I do not actually need to use it as a bookkeeping package. The trouble is as you load more companies on it, the price goes up each time and as far as I am aware, the client has to have the same version.
Is there no way around this?
Import Data from Sage by Department using ODBC
I use an ODBC to import Data from Sage Line 50 in to Excel. We have reports which are submitted every month. I have had to key in all data for these reports. I discovered how to use an ODBC and it saved me lot of time on producing my overheads report. However other reports require information by department. How can I import data from Sage by department and also can I specify a date for the information required? Robert Jones
Upload data in Sage Line 50
A customer has different stores located around the country and orders need to delivery to different address. Is there a way to upload different delivery address to individual customer invoices in Sage Line 50 Financial Controller? Wing Lai
Invoicing programs that link to Sage?
A new hotel and restaurant has selected Sage Line 50 Accountant Version 9 for its accounting, and is not happy with the invoicing procedure. They want to be able to enter the "selling price" of say, accommodation, or bar drinks etc gross of VAT, which is almost impossible. The owners and staff are not particularly computer literate and so a simple program that would allow an import into Line 50 is all that is required - so nothing too complex please! Chris Lloyd
Export/Import of Sage invoice records
We have a client for whom we do all the bookkeeping. The client has a copy of Sage at their premises on which they purely raise & print invoices. We then receive paper copies of the invoices and post single line invoice totals to our copy of Sage (Customers/Invoices) which we then update to the SL. We then do the rest of the bookeeping. I am aware of the ability to import/export customer, supplier & product records using a CSV file and we do this regularly to update their system for changes to customer details and products. It is also possible to do this with audit trail transactions? As far as I am aware you cannot do this with invoice records. Neville Ford