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Can I download or scan the 100+ pages of insurance certificates for our vendors, instead of manually inputting all the policy numbers?

I have been importing fixed assets monthly for 2024 and have now been asked to include additional columns of data for reporting purposes. How can I import additional columns of data to assets already in SAGE without affecting the data previously imported…

Is there a way to import the Customer Exemption Numbers? The data file the customer has provided contains the Sales Tax Schedule, but I believe we have to import into the AR_CustomerShipToExemptions file, which contains the TaxCode. The customers Sales…

Import started... Error importing records. The import file does not contain a compatible country type. Importing Summary: Import employee(s) cancelled. While importing employees from csv file above error coming. Can anybody help? Thanks Yat…

I am trying to use VI to import Sales Orders from a e-Commerce platform but the only customer-unique field that the source file has is the customer's email address. I would like to use those emails as a cross-reference to assign the customer number to…

Bonjour, La fin de l'année fiscale de mon entreprise a été modifiée suite à son incorporation, passant du 31 décembre au 30 septembre. Malheureusement, avec tous les changements de notre première année d'incorporation, nous avons oublié de faire le…

I want to mass update all the existing products with their respective locations. However, when I am trying to export default locations along with the types, i don't know how to export multiple types. Upon exporting only receipt is getting exported. See…

I work for an organization that makes a restaurant Point of Sale. We have a customer with Peachtree 2011 and they've sent us information from the help files about importing into that version. We want to import sales information into the G/L but I'm not…

We use AL Mobile for timesheet entry. When jobs and cost codes are entered in Job Cost, they are imported into AL Mobile at regular times during the day. If they are set to unstarted, they aren't imported; I manually change the status to "in progress…

Hello Trying to help our accountant with Sage software. Company has switched banks for payroll from RBC to CIBC. The payroll out option only appears to be *.dat file in Sage 50 but CIBC will only accept *.txt and *.csv file upload format. I have tried…

Currently, we are exporting the past due orders into excel, then manually updating each and every one of their dates in Version: Sage 50 Accounting This takes a large chunk of time to do manually. Does anyone know a way to speed this process up?

We are importing inventory receipts into a new warehouse. We are using the import template FTIMSR. It works fine. The issue we are having is dealing with errors and the subsequent creation of multiple misc receipt records in Sage X3. If we build a long…

Hello Together We try to export all the notes out of Sage CRM. I did try run it by Microsoft Query but no idea how the table is really called as they are so many. Or is there an other and easy way to do it. Like all of them at once? Cheers and Thank…

TRYING TO CHANGE MY FISCAL YEAR USING THE INSTRUCTIONS AND IT IS A NIGHTMARE. IS THERE ANY FURTHER ASSISTANCE ON THIS? SHOULD I JUST START A NEW YEAR WITH BEGINNING BALANCES INSTEAD OF IMPORTING? HELP

Good morning, we make a call to a WS WSIMPORT (SSH) from .net and in X3 we have a SPEIMPSDHS that records the trace using the function ECR_TRACE and it is returned by the WS in WW_MESS, well, sometimes it does not work, that is, the WW_MESS variable…

I have a Batch file that has been running VI jobs for years. But recently some of it hasn't been working. The batch file calls 2 separate VI Import jobs, with a timed pause between. The first VI job runs fine, and loads the data without issue. The…

Looking to import all my information and bank statements.

Can you update vendor information in Excel and have it import back to Sage? If yes, how?

Can you change vendor master files (ie: Inactive) via Excel and import back to Sage (Easier and faster) if so how? I know I did this years ago but with all the version upgrades it must look totally different.

Hello, I can't import products correctly in SAGE. It works if I only have the coloumns this way : Exporting and importing inventory and services data using CSV format (sage.com) withtout the cost or category or anything But if I do it this way…

using (DispatchObject poObject = new DispatchObject(pvx.InvokeMethod("NewObject", "PO_PurchaseOrder_bus", oSS.GetObject()))) Could any one of you suggest, which dll or nuget to be used for this dispatch object. We are using the below object management…

Dear, I trying to import sale/invoice to SAGE50, but I getting warning message each row, but all row still success import. The reference number "TP24-0304C" is available, but getting warning. The data CSV below: anyone know the problem?

Hello everyone, Are there any differences in importing data into Sage 50 Cloud vs Sage 50 Desktop? Such as General Ledger Journal Entries and Vendor Invoices. Any information or advice would be greatly appreciated. Thank you, all. Mike S.

Good day We have a customer that wants all data (including the attached supporting documents.) from Oracle migrated to Sage. We proposed Using Sage Import template but they insisted they prefer using a data migration tool( for efficiency and data integrity…

Hello, I have over 2100 items. In IC>Parts>Maintain Parts there is a section to turn "Picture On." Is there a way I can add all of the images of my items in a bulk upload of images? Instead of adding the images one-by-one over 2100 times? Thanks…