I don't have a version of Sage 300 CRE where there were sample templates included in the program directory.
Edit: I've been helped by someone on here via PM, terrific community!
I don't have a version of Sage 300 CRE where there were sample templates included in the program directory.
Edit: I've been helped by someone on here via PM, terrific community!
Could someone also send me this template or just post where i can get a sample so that I can also figure out how to import GL transactions?
Sage Knowledgebase article 25818 "What is the format for importing transactions into General Ledger?" contains this information. You can access the Sage Knowledgebase at sagekb.com, then search for the article number.
Just an update...I have sent cwatkins1848 the requested template. Sage does not have a template. It must be created following the information on the article but in addition to setting up the template in excel csv, it requires also some extra steps that are not fully detailed on that article.
Yes I received it, thank you so much!
Would you be able to provide more info on additional steps?
*Community Hub is the new name for Sage City