NOTE: This article is no longer relevant from 2021 R3 (Version 12 Patch 27) as the Engine Tracing functionality changed significantly in this version. See the PDFs attached to KB article " How to run an Engine trace in Sage X3? " for more details on both…
Currently
'headers' don't match.
When sending data to Excel e.g. Product Codes, the headers are not the same as the headers needed to import data back in (small section listed here for ease with the name Sage wants to use for import purposes in [brackets…
Hi all and glad to be here.
I am using Sage50 to keep track of accounting that needs to be imported using QB CSV files. I don't know if there is an easier way but I finally resorted to exporting Sage files to then populate using the QB data (hopefully…
Good morning,
I need to Export all my Customer, Supplier and Item Masterfile data. We need it import this again into another new company that will use the same Customers / Supplies / Stock Items.
Can this be done?
Thank you,
Chris
Hi everyone,
I'm using Sage 100 ERP 2013 and I'd like to remove the price overrides for about 10 specific customers. The customers have customer numbers that aren't sequential, but are scattered, in case that matters.
I want to do this in a safe,…
Why I export and import batch payment batch list as payment amount from older batch
payment amount is double payment amount but in detail is not double
double all entries in misc.payment.
I inqured excel template is the same as old template.
or…
Hi there
I receive pricelists often from suppliers etc and I need to update our prices on Evolution. To amend each item individually will take me years to do. I know there is a Data Import and Data Export function. When I go Import, it first gives me…
Is it possible to perform a bulk edit to amend settlement terms for all my clients customers?
In the current scenario, the customers need to all be changed to due date = invoice date.
Thanks in advance
Many businesses trade in different currencies. In Sage 50 Accounts, the Foreign Trader option makes this easy. You can set up customers, suppliers and bank records to use other currencies, meaning you can enter payments and receipts in those currencies…
Hello,
I'm new to Sage 50 and I am currently looking into automating uploads for employee expenses and external invoices. From what I have seen so far online I under that this can be done from a CSV or text file. However, when looking at various resources…
Hi.
We're migrating data across two CRM systems (one live, and one brand new with no data) where database backup and restore is not possible. We've decided the best way to do this is by the data upload feature of CRM. The issue is that there is no way…
Problem: Sage Line 50 Accounts is not international trade friendly. Other than Commodity Codes and the allowance to add trade contacts from outside of the company's 'home country', there seems to be little else which makes international trade handling…
Much like my other idea logged for exporting Bank Details as part of the supplier export routine - https://www.sagecity.com/gb/sage-200cloud-uk/i/sage-200cloud-uk-ideas/for-the-suppliers-export-option-to-export-supplier-bank-details I am logging this…
I was so happy to see the new functionality to export Customer and Supplier records that I almost spat my tea out when it was announced. Great, something to save time on creating new datasets with the same customers and or suppliers. Sadly the export…
One to save some time, if you could export and import Search Categories/values, then this would save a whole heap of time because if you're moving the contents to another database then you can save the details to SQL using a script but you have to manually…
I exported employee Masterfiles from Company A (4 not processed, and 1 employee terminated several periods ago).
I imported into Company B, all employees here are also not processed however I receive an error saying the employee status must be not processed…
We have a number of clients who pay us by Direct Debit. Once a month we would input the collection amounts in to Barclays BIB manually and have continued to do this in Barclays.net but a the quantity of customers paying by Direct Debit increases the time…
Hi,
Has anyone out there successfully moved their accounts from AccountEdge Plus to Sage? We are moving and I think I'm going to have to map it all manually, but I'm REALLY hoping that there's someone out there who's done this before...?! Gulp.
…
Hi,
We sell/buy second hand vehicles. This period we exported vehicles to UK and importing from UK. How correctly post these type of sales and purchases to Sage so it will show accordingly on VAT returns and Annual Return of Trading Details?
As…
I need to clean up our vendor database and would like to run an export, make my changes and then import those changes back into BW. I have looked at the articles available for vendor import, but they do not address any changes in status. I have over 500…
I am trying to update a journal entry, that has wrong date to the right dates. When I export the information and change the information and re import the file, its giving me an error that the record already exist.
I am using the JAS2 Template, I am…
I import journal entries (JE) into the General Ledger module, some of which affect cash accounts. However, they do not depict on the Cash Account Register in the Cash Management module. I have to manually re-enter the JEs via the "Enter Bank Transaction…
Even when the code are ok it ask for confirmation (the correct item is selected) for each detail line. Is there anyway to avoid this confirmation and import the invoice without confirmation ? Thank you
