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  • Sage 300 Simplified Import Templates for various modules

    Problem: Where can I get simplified and easy to use templates for importing batches and transaction into Sage 300. Resolution: Navigate to the Sage 300 Shared Data folder ...\Sage300\SharedData\ImportTemplates Within the Import Template folder…
  • Cannot seem to import saved takeoff templates to new jobs

    I have a takeoff template for a home model that is very similar to many other home models we have. I have saved the template as a template file on my local desktop but I cant get the thing to import? None of the templates that were made show up as an…
  • Match headers - Exporting and Importing data

    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…
  • Compatibility with ICR Touch software

    FormerMember
    FormerMember
    I have a potential client who uses ICR Touch Software in their outlets. I hope to link this to their new Sage 50 cloud system which was specified by their accountant. At the time Sage was specified the idea of linking to the sales system had not been…
  • How to import bank receipts into several nominal codes using Excel

    We are trying to find a way to import bank payments from Excel into Sage50 Essentials (Version 24). Each single bank payment represents several sources of income and need to be split into several nominal codes. If we use the standard input form we have…
  • Import Invoices, with a field set to create recurring invoices

    Hello! I'm trying to get our invoicing more streamlined, and I need to bulk import invoices, with them set to recur annually. Is that possible? I noticed in the import template there is references to "recur Number" and "recur frequency" fields, which…