• ODBC link to Excel in current year before the ledgers are closed for the prior year

    Hi, I have the ODBC link set up to extract info from Sage for our monthly accounts, by month and nominal codes. We don't close our ledgers until our Stat accounts are completed so the ledger is still showing prior year. Is there a way I can change…
  • send specific customer data to excel

    When we select a couple of our customers and click send to excel it now sends the whole customer list not just the ones selected. Does anyone know why this has changed or are we now stuck with using the reports which doesn't always give is the information…
  • Has anyone found a report that I could have that allow me to export every reccurring customer invoice details?

    Hi All. Hope someone can help. The recourring invoice button in the invoices and credits module has a great send to excel button which is really handy, however I'd like a report that also produce the information on this report as well as all the details…
  • Empty Sage50 database table : Connection with Power Bi/Excel

    Hi, I am a business intelligence developer in my company, importing data from sage50 database into Microsoft Power bi right now. One specific table, Update_Ledger, is not showing any data and this is the main table for our reporting needs. Why is it…
  • ODBC Date Conversion

    Hi All, Hopefully someone has dealt with this issue before ODBC links are set up and usually work fine as lone as I don't use anything beyond SELECT, FROM, WHERE, AND, GROUP BY and ORDER BY However, I want to convert a date field to "MM-YY" for…
  • Send nominal values to Microsoft Excel

    Did you know, you can send your Sage 50cloud Accounts nominal values to Microsoft Excel in just a couple of clicks? Read more >
  • Uploading sales invoices that contain multiple VAT codes

    Hi, We currently use an excel template to upload our sales invoices. However, a single invoice will often contain a mix of zero rated and standard rated VAT, which means we are uploading these as 2 lines, so that the net sales figure is appearing…
  • How to Export VAT return to Excel

    How do you export details of a vat return (Box 1-9 values) to excel ? - I imagine this should be an easy one but I cannot seem to get there. VAT-Send to Excel just sends a list of all the VAT return totals to excel as opposed to specific vat return…
  • "Failed to connect to Excel" in Sage 50 Accounts?

    FormerMember
    FormerMember
    Hi all, Trying to resolve an issue where member of Finance team's Sage gives the error message "failed to connect to Excel" whenever they try to export any reports to Excel. Has anyone seen this before, or could anyone point me in the right direction…
  • Office 365 Excel compatibility

    Hello I am new to the forum. We have just upgraded to Office 365 and I have some compatibility issues with Excel. I can export a TB to Excel but not a nominal activity, does anyone have a solution, please? thank you
  • UPLOADING SUPPLIER INVOICES FROM EXCEL OR CSV

    I want to upload supplier invoices in to sage rather than having to enter them all manually and also bank payments in to a specific bank account. Is it possible and if so where can I get the templates from. I have included a screen shot of the bank payments…