Menu

Blog

Blog

Search

Category

AutoUpdated

Sage Line 200 Nominal Static Sage Line 50 VAT

Save time updating

Sage 50

Stock/Product Creation
Customer/Supplier Prices
Bill of Material
Project Creation
Location Bins

Sage 200

Simply extract, edit and import

Xero

Import from Excel

50 Trans

Nominal Journals
Quotes/Invoices/Orders
Remote Orders
Product/Stock Adjustments
Sales Receipts
Quick OrderPad

200 Trans

Transaction from Manual Input

Image Alt TextImage Alt Text

Multiple Transactions from CSV file

Xero

Solve the Puzzle?

Sage 50

Help on every type of import
Demo Video of all functionality
Loads of Examples included
Online Training
We can help too…

Sage 200

Image Alt Text

Xero

Great Customer Satisfaction

Customer Comments

Full Trial with Demo Data
Low cost Subscription
Cancel anytime
From a £1 a day
Saving you hours

Simply extract, edit and import

Power of Excel

Sage 50

Quick Template Creation
Customise with:
    Formula
    Macros
    VBA

Sage 200

To reach your goals quickly

Sage 200

Sage 200 Bins

Sage 200 Warehouse & Bins

Create Sage 200 Bins
Stock Take Bins
Move Bin Stock

Fast, cost effective, easy…

Image Alt TextImage Alt Text

Manufacturing

200 Manufact.

Create BOM Stock Easily
Create Bill of Materials
Labour, Machine, Tools

Image Alt Text

Complex tasks quicker...

50 BOM

Project Accounting

200 Projects

Create Project Structure
Update Budgets
Simple Project Entry

Make life easier...

Image Alt Text50 Projects

PostTrans Blog

Why not sign up to recieve news, tips, ideas, training.  Sign up for bi-weekly newsletter.

Blog Search

Archive by category: Sage Line 50Return

Sync Multiple Xero/Sage 50 Companies – Static Data

Sync Multiple Xero/Sage 50 Companies – Static Data
The following article explains how to configure PostTrans add/update, or keep in sync, Customer and Nominal records in multiple Xero/Sage 50 companies in one operation.  This would work with any other static data, such as Departments, Stock, Projects etc.Simply maintain the data in an Excel/PostTrans template.  Press Import button to update multiple Xero/Sage 50 companies.See also Inter-Company TransferThis article assumes you have an understanding of PostTrans, see online trainingSet ...
Read More
Categories: Sage Line 50, Static Data | Tags:

Remote Purchase Order for Sage 50

Remote Purchase Order for Sage 50
Remote Restaurant Purchase Order This sheet can be prepopulated with regular items to be ordered, and sent out to subsidiary Restaurant’s for data entry. The manager of each subsidiary Restaurant can then fill in their requirements and e-mail back to head office. All items with zero quantity will be ignored (Pro Feature). Back at HQ a user simply opens the sheet, in Excel, and presses Import button on the PostTrans Toolbar to import PO’s. The Unit Price column, which can be deleted if not nee...
Read More
Categories: Sage Line 50, Transaction Data | Tags:

Sage 50 Transaction Product Descriptions

Sage 50 Transaction Product Descriptions
In a PostTrans transaction template, PostTrans scans down the sheet until it finds 5 consecutive blank description lines,and then posts the transaction.  Thus the tag TLDesc is used to detect the “End of File”.Service TransactionsService Invoices can be imported using the Transaction type ‘SSI, Sales Service Invoice’.   This allows allows a simpler import:is imported as:Description of a ProductTransaction type ‘SQ,Sales Quote’, ‘SO,Sales Order’, ‘SI,Sales Invoice’, ‘PO,Purchase Order’...
Read More
Categories: Sage Line 50, Fast Orders Entry, Transaction Data | Tags:

Sage 50/200 In Cell Searching

Sage 50/200 In Cell Searching
Often the user is required to enter a code while entering Sage 50/200 data in to a PostTrans template. PostTrans code search allows the user to easily search for that code, by simply entering the start of the code, and moving to the next cell using tab or enter key. If only one match exists then that value is used, otherwise all matches are shown for selection. After selection the code is written back to the cell with it description. CODE, Description PostTrans strips the description off the con...
Read More
Categories: Sage Line 50, Sage Line 200, Static Data, Transaction Data, Common Functions, Fast Orders Entry, Nominal | Tags:

Protecting the PostTrans template

Protecting the PostTrans template
Excel Spreadsheets, and thus PostTrans templates, can be protected from users editing the spreads sheet.   Many methods can help protect the PostTrans template: Hiding Sections of the template Putting the Header fields in hidden section of template Grouping sections, to temporally hide sections Make template file read only Save the template as a Excel Template – User cannot change the template Disable the PostTrans Setup button Protect sections of the sheet, to stop users editing cer...
Read More
Categories: Sage Line 50, Sage Line 200, Transaction Data, Fast Orders Entry, Nominal | Tags:

Importing CSV/Fixed file into Sage 50, 200 and Xero

Importing CSV/Fixed file into Sage 50, 200 and Xero
This article explains how import delimited, or fixed length, text file into Sage 50, using PostTrans which has the following advantages: Interactive Data Validation Optional Confirmation before import Print or e-mail transactions after import PRO Import SINGLE file or ALL files from directory Archive file to processed directory after successful import, so use only new files which have not been imported Run batch file before selecting file Easy to use interface for end users, simply press the Fil...
Read More
Categories: Sage Line 50, Sage Line 200, Static Data, Transaction Data, Nominal | Tags:

Clear transaction and copy down formula

Clear transaction and copy down formula
Pressing the Clear button on the PostTrans toolbar, clears the sheet ready for data entry. In a transaction based template the Clear button will look at the contents for row 27 and depending on the content of each cell PostTrans will:        “X” - Delete the content of the column from row 30 onwards.        Formula -  Copied down the sheet from row 30 onwards.        Any other value - Copied down the...
Read More
Categories: Sage Line 50, Transaction Data, Fast Orders Entry, Sage Line 200, Static Data | Tags:

Sage 50 Pricing

Sage 50 Pricing
This article explains how PostTrans selects pricing from Sage 50.Having selected the account, PostTrans will find the Customer/Supplier price from Sage 50, using the appropriate discounts and price specified in Sage just the same as enter manually in Sage.From sage 50 2017 V24.1 - Unit Price can be negative.Account Price List Example: Press Help, on the PostTrans toolbar, then select example “Shows Customer Price List on header” which is the example discussed below.  You should also have read ...
Read More
Categories: Sage Line 50, Transaction Data | Tags:

Sage 50 VAT

Sage 50 VAT
PostTrans uses the Tax code assigned on the Sage 50 Product code, or if overridden on Customer/Supplier account record, uses the one specified in the account record. Example:  You should also have read the "Importing Transactional Data" on the Training page for a basic understanding of PostTrans basics.The default PostTrans Order record contains tag TLTaxAmount.  This is populated with the VAT content of the line.If tag TLTaxCode is added.  Then tag TLTaxCode is populated with the default TAX co...
Read More
Categories: Sage Line 50, Transaction Data | Tags:

Sage 50 Posting Order in Currency

Sage 50 Posting Order in Currency
If multi currency is turned ON in Sage Line 50, PostTrans will switch to the currency of the currently selected account automatically.  In order for the user to know the currency, and Exchange rate we may add this information to the header of the transaction. Example: Press Help, on the PostTrans toolbar, then select example “Posting Order in Currency” which is the example discussed below.  You should also have read the "Importing Transactional Data" on the Training page for a basic understand...
Read More
Categories: Sage Line 50, Fast Orders Entry, Transaction Data | Tags:
Page 1 of 2 FirstPrevious [1]

Blog Categories