Welcome to the Sage 50 Accounts UKI Support Group on Community Hub! Available 24/7, the forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
Users who do online sales and do not create customer record for every single sale rely on sales orders to help identify transactions that need to be processed into sage. The payment tab in SO is used to process those payments. Now the bank feeds has its…
Allow ODBC connection or connection via sage report designer to the table that holds the data of reocurring invoices, including frequency, value, start date, invoice item lines etc. This would allow us to audit the reocurring invoices setup in our software…
Learn about the options for sending your accounts information quickly and easily to Excel.
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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…
We have a new PC with a fresh installation of Sage 50 Accounts and Microsoft Office 365. However, the Sage tab is not showing in Excel. I have tried adding it in Excel via File, Options, Add-Ins, Manage, COM, Go, but the Sage add in is not present. How…
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,
Whenever we try to export to Excel from Sage 50Cloud Accounts, we get an error message saying "Failed to connect to Excel."
Although this issue may have been seen before, what is different as far as we can see is that we are using it on Windows…
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…
In the audit reports (e.g. AUDITDL) when downloaded as an Excel/csv file, how do you identify the deleted or cancelled transactions (which are shown in red when you look at it in Sage). They all appear to start with "Cancel - see tran" oe "Deleted" in…
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…
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…
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
