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  • Exporting Dashboard Reports using the “Create Template” option via Excel

    FormerMember
    FormerMember
    Issue: What is the function of the “Create Template” option when Exporting Dashboard Reports via Excel? Resolution: The "Create template" option is used to run an existing report and can pick which columns from the existing report you want to include…
  • Data Import

    Uploading journals using the Audit Trail Transaction template to Sage 50cloud and looking to understand the Exchange Rate column. Just want to check whether this understanding is correct as the comments on the Template aren't very explanatory and I…
  • 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…
  • UPLOADING SUPPLIER INVOICES FROM EXCEL OR CSV

    I want to upload supplier invoices in to sage rather than having to enter them all manually and also bank payments in to a specific bank account. Is it possible and if so where can I get the templates from. I have included a screen shot of the bank payments…