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Hello, I am importing invoices into Sage from a report, using the import/export function. This is a monthly activity and nothing has changed since the last time I did it. The invoices are all showing in Sage after the import with the correct totals…

How do I import payroll data from an outside 3rd party (Foundation) into Sage 300 CRE?

We need to import our vendor invoices via a .csv file. We have created the template and have successfully imported invoices into SAGE50. Problem: We have terms discounts on our vendors; these discount amounts show when we pay those vendors in the Payments…

When I log into sage and click the green "Create" button, and select "sales invoice", I can attach a csv file, but no matter what it will not accept it, saying " File not supported. Try another doc, sheet or image format ". Upon further examination, the…

Greetings! We are a while off from having MRP up and running and even with that I believe I will still have to consolidate lines. We are a low volume high mix manufacturer so it is more common that I am making 16 different widgets from 1 material and…

About a month ago I took a new position as an office manager/bookkeeper for a metal foundry. We used Sage Premium 2016 not connected to the internet to prevent hackers. once 2023 began we realized my predecessor never closed out 2021 so I could not continue…

I've been tasked with creating an AR Invoice import job with the input file not having an invoice number. Looking for a way to have a "Run Assign" field that would prompt for the next invoice number to use and then increment that number upon change…

What is the Procedure to import various customer beginning balances when a new company is just set up in Sage 50

Can anyone assist with a template for importing to Job Cost, including GL Only entries? Below is a snip of the fields we use. I currently import invoice in AP using an Excel template with Office Connector to convert to a .txt file but I cannot figure…

Is it possible to add line items to existing Purchase Orders through Sage 50 Accounting Software's built in import tool? I can import multiple line items upon the initial upload but I cannot seem to figure out a way to add a line item to existing POs…

Hi all, I already create New Category from PJC Setup - Categoties Now i want add that new categories to All Contract - Project at Contract Maintenance. Can we do that with import with excel? Because i failed import, and the error, Contract Already…

I sent a "test" direct deposit file to be uploaded to the CAFT system we use for payments. The file came back with 4 errors. I'm not sure what they are or how to fix them. Where do I start? Thanks! 1. Please ask Client to update the following…

Hi! I appreciate all your help I have a Excel Database that contains all the transactions of the General Journal. To import it, I exported a Sage 50 database, to know the format and variables. I have all the variables to fill the Sage 50 format…

We need to change the fiscal year for our company, so I am trying to rebuild our company by following the instructions found in this article. This is actually the second time I have tried rebuilding the company. I gave up the first time after experiencing…

New to Sage-When importing general journals or budget, do I need to stop sharing and get everyone out of system?

I am in need of a purchase order import template. I have tried using the help section to create one with no luck. Our consultant doesn't have one and I cannot work backwards by exporting because I get the following error: Can someone please send me…

We are returning to Sage 50 after not using the program for a couple years. We had a lot of corruption in our old Company file so we started from scratch on the new one. My question is if I have customers and vendors lists in CVS format, if those lists…

HI, We have applications that generate payment batches that are imported into Sage 300 AP module. We were generating them as a Single CSV file. Everything was going well until version 2019. I realize there are a few extra fields in one of the tables…

Hi I have not seen any real postings on journal entry importing (sounds basic) except the original knowledge base how to videos. I think something has recently changed, as I was able to have .xlsm files (yes, I had customized my templates and included…

I have been using version 2010 and have back up my company files to USB. my hard drive has crashed and we originally started out with 2009 and have that disk, in 2010 i was given a free upgrade on line, so there was no disk. currently there is no ability…

Here is the field description for the "unit cost" field: Numeric (Real) - Unit cost for the line of distribution; it gets ignored for negative inventory adjustments, but gets used for positive inventory adjustments. ( Note: If this field is not included…

My bank is Scotiabank and they offer downloads of Bank Account transactions. I would like to use the file from this so I can import it into Sage so that I don't have to manually enter all the transactions. Is this possible? Or is it a good idea? And,…

I would like to import orders into our Sage system although the problem is that this is a very old version of sage 500 V7.2. Could anyone please confirm whether this is possible and whether it is native to the application or whether this would require…

Good Day, I am trying to import my inventory and services in to Sage 50 2018. When I try to import the completed template, I get the following error message: Error importing records. The import file does not contain a valid version number.Error…

Is it possible to use the SDK to import employee pay into Sage? I'm thinking it would need to be able to create paychecks but if anyone knows of a better way for employee pay please let me know. I know you can import employees but I want to take all their…