Sage 50 Accounts

Hello all, hope you are enjoying this lovely sunshine? I bought a new desktop, yesterday. Everything is peachy, except that the fresh install of the full Sage 50 program wont export to PDF, or export/import to Excel. It will crash and close when I try…

Hi, I essentially I want to see my nominal ledger, split by department. I'm building a report in Excel that uses the connection properties and command type of SQL to extract data from the SAGE databases, but I'm not seeing any links between departments…

I am trying to export 'Data to Excel', on the 'Profit Report By Customer - Summary', but it doesn't bring through the Profit column, nor does it keep it in the same order as the report. Does 'Data to Excel' not bring through formulas? Also, it brings…

We have been upgraded to Microsoft 365 Apps for business. 64bit. Which is great as we now have all the latest features however the Send to Excel Button is now not working. Found a help page that links to a compatibility checker but the link does not…

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…

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…

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…

Hi, I am in the process of setting up a new company in Sage 50 Pro. I am struggling to work out how i can import open purchase order lines, open supplier invoice and open customer invoices. I have over one hundred open po lines which i obviously want…

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…

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…

I want to automate the download of the AUDITDL report into Excel. The transaction reports do not seem to appear in the Sage Add-in. I do not want users to have to go into Sage, find the right, have it created as a tempXXXX file then have to find that…

Hi everyone! I've scoured the internet and still can't find an answer to my question. I use Excel to keep track of large projects and stock levels, as well as how many complete sets I can make of a project. This also helps me see what is holding…

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 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…

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 journals using the Audit Trail Transaction template to Sage 50cloud and looking to understand the Exchange Rate column. Just want to check whether this understanding is correct as the comments on the Template aren't very explanatory and I…

We are trying to find a way to import bank payments from Excel into Sage50 Essentials (Version 24). Each single bank payment represents several sources of income and need to be split into several nominal codes. If we use the standard input form we have…

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…

Every time I click 'Export to Excel' a new instance of Excel is opened - meaning with multiple Exports I then have multiple instances of Excel to close, and can't switch easily between files. Does anybody know if/how this can be changed?

We use excel integrated reporting extensively for month end reporting in our multi company Sage 50 (v22) using Windows 7 64 bit and MS Office 32 bit desktop subscription on the client. It has not worked correctly since upgrading office from "2010" to…

Hi, Is there an add-on out there for Sage 50c that allows journals to be uploaded from an excel journal template directly into Sage 50 at the click of a button?

Currently whilst it is possible to import journals into Sage 50 using the Excel/CSV import option, it is not possible to edited either values in Sage or to delete the entries. Whilst I appreciate that in some environments to be able to do this would…

It is possible to import journal entries into Sage using the provided Excel template, or indeed any other template file providing we map it correctly, but such journals are brought into Sage as individual transactions (or at least appear to be so) rather…

Excel import is available into Sage, but presently only at system level. It would be helpful if Excel import were available at any and all of the forms levels. so eg when entering a journal all entries must be typed in (or chosen from the pick lists…