Importing Employee Transaction History from Excel

We have many employees with pre-tax 3rd-party short-term disability deductions. When those employees receive payments for short-term disability, some employer-related taxes must be calculated. I have a custom Excel workbook to carry out these calculations and import the correct payment/deduction codes, taxes & payments; however the introduction of the "optional fields" components have rendered the import useless.  Even when trying to incorporate the addtional "Optional Fields" tables into the existing workbook, import still fails.

I believe the problem is in Sage: Sage is looking to import a table called "Check_Header_Optional_Field_Valu", however, Excel naming conventions will only allow "Check_Header_Optional_Field_Val" - note the last character "u" is missing.  Even if you export a "clean" table from Sage and then try to re-import it, you get the error stating that the import is not ready with a failure in the "Check_Header_Optional_Field_Valu" table.

Any help? Any suggestions? I can always hand key the data, but importing is more accurate and less time consuming.  Also, if these are truly "optional" fields, why do they appear to be required as part of the import process?

  • 0

    In your excel file on the tab for the optional fields, ensure that you have a Named Range called Check_Header_Optional_Field_Valu.  The tab names do not matter, it is only the named ranges that the import is looking for.  Normally, the tab names are the same as the named ranges, but in this case, you will need to specify the named range that Sage is looking for in Formulas / Name Manager. 

  • 0 in reply to The Equation Team

    Hi!  Thanks for the reply!

    I can verify the following:

    Verified: Named range = "Check_Header_Optional_Field_Valu"

    Verified: Tab name = "Check_Header_Optional_Field_Val"

    My result:

    ERROR: Message Description: Table Check_Header_Optional_Field_Valu does not exist. Please specify an existing table. Source: 14:42:31 - 1075.0.502.1423

    Can you reproduce? Export a payroll transaction history record and then try to import it without any intervention on your part. (Do not open the file using Excel, etc.)

    Current Version: 2018 (300 Premium) (Build 40) (Product Update 4)

  • 0 in reply to phscb

    Hello, No, I cannot reproduce the error.  I entered a transaction history entry with the optional field, exported it, deleted the entry and then imported.  No error.  Successful import. 

    I am using V2018 PU2.

  • 0 in reply to The Equation Team

    Thanks for checking! This must be a problem with PU4. I checked with our software Dealer and they are able to reproduce the problem at their location.