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  • Full Inventory Inventory List w/filters

    Hello fellow Sagers! Happy Holiday's or Merry Christmas! I need a report that shows all inventory items WITH "Inventory Cycle" and "Active/Inactive" status displayed. I have years of incorrect inventory items/status modifications that were entered and…
  • Run and export to Excel the general ledger of all companies at once

    We have several individual companies in SAGE. I would like to export the general ledger detail from each company, at once, into one large excel file. Currently, I go into each company and export the data manually and it is very time consuming. Is…
  • Import AP Invoice from own excel file failed

    Hi all. I create my own excel file with the same sheet name, column name as exported one. however, it failed to import with the error below. However, copy pasting the content to an exported excel file seems to works fine. The issue is: I am going…
  • What is the template I need to use for uploading a bunch of assets from excel to Sage?

    Group, is there a specific upload template I need to use to get my excel spreadsheet assets into Sage? Thanks Sam
  • Unable to access other modules whilst in new bank feeds 29.2

    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…
  • Exporting Data to Excel

    How do I activate this option? We have excel on workstations, but not on server where BV runs, and cannot export data files to excel (see "grayed" Excel option in pic). Thanks for any help.
  • Quick Learn - Sending information to Excel - Recording available

    Learn about the options for sending your accounts information quickly and easily to Excel. This session has now taken place but you can watch a recording >
  • Sage 50 export/import issues

    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…
  • Data entry analytics

    I'd like to export the supplier BP entry list, a listing of invoices entered with user name by entry date, so I can show my manager my entry analytics. I'd also like to do it with checks printed. The problem is we have multiple companies and the searches…
  • Can Sage 50c Pastel export to non-Microsoft software

    Good day I believe the answer is no, from what I've seen and read, Sage 50c Pastel can only export to MS Word, MS Excel and other MS Office products. But in case I am missing a selectable option, is it possible for Pastel to export a GL to other spreadsheet…
  • Sage 100 2021: Exporting List Boxes To Excel Results In Wrong Cell Formatting Applied

    On a 2021.0 and 2021.2 system, exporting to Excel from a list box results in the cell formatting applied being off by one column whereas on a 2020.1 system, the cells have the correct formatting applied. On the 2021 systems, this was observed when exporting…
  • Excel export - Representation

    Good afternoon, Has anyone ever found that when exporting a representation in Excel this type of screen appears? Thank you so much.
  • Sage 300 - Import items to populate quote

    I want to import items into an O/E quotation. I have attempted to export an existing "QTxxxxx" to use as a template, but I get an error message "Can't Append Table. Error: Too many fields defined." even when I limit the requested fields to those in…
  • Import Excel in SageX3 v12

    Bonjour, Nous utilisons dans la grande entreprise où je travaille Sage X3 comme ERP, dans lequel nous stockons un nombre incalculable d’informations que nous générons d’abord dans Excel. Je cherche un plug in ou quelque chose de similaire qui permettrait…
  • How can I export a report as a live Excel file or .csv?

    I want to take different reports and export them as live updating .csv file or other Excel compatible format. For example, there is a report at IC > Reports > On Hand Detail Report. I would like to be able to save a copy of the file locally to open with…
  • Crystal Report export to Excel - date formatting issue

    I need some help here. I have a Crystal report that contains a sub-report with a date field. My goal is to export the report from X3, go to Excel then to a pivot table and use this date field as a major sorting point. My issue is the date field (from…
  • export Purchase Order from Sage 50 Quantum

    Is there a way to export a Purchase Order from Sage 50 Quantum into an Excel doc?
  • MAS200 Version 4.40 Export to Excel in Vendor Inquiry (and others) grayed out or unavailable

    We are running an old version of MAS200, version 4.40. I had to upgrade my laptop due to it's untimely death. I am currently on Windows 10, Office 2019 (32-bit). For some reason, the Export to Excel button that was available on my old laptop is "grayed…
  • exporter liste de produits avec image vers excel

    Bonjour. dans le cadre de notre activité nous rencontrons depuis plusieurs années maintenant, fréquemment la demande d' export de liste d'articles vers excel avec les images des produits. A ce jour lorsque l'on sélectionne dans la liste des articles…
  • Hide Report Excel Export Button

    Does anyone know how to hide the Export to excel function in the reports? Thanks, Anthony
  • Excel export problem

    I've got 7.2j.1 installed. If I export a report to Excel as XLSX it is interpretting some of the results as dates when they're not. So values like £190,116 is being interpretted as 19/01/16 by Excel and causing problems when summing the column. I can…
  • Exporting Data

    I need to export all of my data from Sage CRM into excel spreadsheets. I can export Companies, People and Leads into excel spreadsheets but I cannot export my Projects as there is no "export to file" button. Why is this and how can it be fixed? The…
  • Report - Export to Excel

    Howdy folks, Hopefully a quick question - I'm not sure if this is CRM formatting during export or Excel formatting the report It is to do with exporting a "List" type report to Excel When you open the exported report in Excel it is displays as it…
  • Error Message when Exporting from CRM

    Hi, super new to CRM. Trying to export some stuff to excel csv, but keep getting error message "Error creating Export Text File Error generating report." Any idea why that is and how to fix it?
  • Exporting reports to excel - extra lines added and footer showing up in the middle?

    When I export a report to excel, if the details of the report are not very long then the footer of the Report Form shows up in the middle of the data and overwrites the line. If there is a lot of data, then I get three blank lines in the middle of the…