For Sage 200 2015 onwards, On Premise or Online Extra. Sage 200 Standard is not supported by this installer. PostTrans uses the permissions of the logged-in Sage 200 user, including permission to edit the records you import.
FROM DOWNLOAD TO YOUR FIRST IMPORT
Make yourself at home.
01
Install for your Windows user.
Run the installer while signed in as the person who will use PostTrans. Installation is per user and does not require administrator rights.
02
Test your first import.
Open Excel and select the PostTrans tab. Press Help and choose the first example sheet. Follow the instructions in the test spreadsheet that opens after installation.
In the demo company, press Extract, make a small change to one record, then press Import. Enter your company name if prompted on first use; you may need to press Import again. Extract the data again to confirm your change.
03
Ready for live use?
Evaluate the full product with a Sage demonstration company. Live-company use requires a subscription and card details. Billing is monthly; future renewals can be cancelled at any time.
Press Setup, then View your Accounts and Billing on the PostTrans toolbar to purchase or manage your subscription.
For extracting Customer Contact and Roles data, you can configure a direct, read-only SQL connection. Press Setup, then Connect to MS SQL DB, and enter the SQL user credentials. The connection is retained for the installation, so setup is normally needed only once.
Find your PostTrans toolbar
After installation, Excel has a new PostTrans tab. The test spreadsheet opens automatically; follow its instructions to get started.
SEE IT IN ACTION
A little guidance. A confident start.
Follow the Sage 50 installation, test and upgrade walkthrough. Sage 200 follows similar steps, but does not require separate PostTrans user logins.
202507110415 wrong tax code if using add tax code on journals
202606120903 added TLPartRef
Set Part ref to default to supplier code
Added tag 2221 TLPartRef
TLReqDelDate did not populate on a PO
New upgrade routine
PostTran200Version 17.1.128Release
202505120123 Some projects give 'Direct Delivery Address' button, gave option to ignore
did not import SO with Projectes fixed
PostTran200Version 17.1.128
202504011259 Import and match off SR transactions (not released on site)
PostTran200Version 17.1.126RELEASE
17.1.126
202503270955 Set limited price bands, could not add prices
202503270844 Nom journal posting Additional Analysis codes TLAnalCode
20250326049 Nominal THRef in header overides the narative on a nominal journal
17.1.125
20250217 Delivery address could not be set, needs xml file as well
PostTran200Version 17.1.124
20250124 fixed Stock extract problem on stock ADJ
20250123 Filtered out locations without descriptions
Relaxed GL validation on transactions
PostTran200Version 17.1.122
BOM to update Operation run times
PostTran200Version 17.1.119
202304291027 Added SPOA - Payment on account + Simplified conformation + example
SR does not show VAT in conformation window which was misleading.
202304271357 TLRcRef should be 20 chars sage 200 documentation wrong.
StCommodity code changed 20 16 chars
Receipt Ref is no 16 chars
202304201531 Receipt matching now skips errors
202304201654 Copy/Edit is now Pro Version
202302011000 - Refresh license if gone to portal automatically.
202302101317 Set printing to OFF by default
PostTran200Version 17.1.114
Tag properties window enhancement
PostTran200Version 17.1.113
New Feature: Edit and Copy transactions
202212050900 'ANALLINE lookup changed for Editing transaction
202212020513 - Did not lookup parent values on certain lookups required for new edit format
202211291200 - Edit lines CRC changes
202211281000 - Edit lines - Tag window alteration
202209112010 Did not import SI if no stock was specified, trying to get default NOm form null stock record
202208291025 When importing will skip filtered rows if applied
202208291125 Occasional error for one customer when extracting the Large Price matrix - Excel may be busy and gives an exception
when extracting the stock did not extract Supplier Part no StSuppStkCode1-5 - fixed
PostTran200Version 17.1.106
When posting SIM/SO if custref2 set to 20 chars
202206081035 Could allocate two transacstion to one invoice, over allocationm, when posting recipts Fix
202205261541 Exception when finished importing Version controled BOM
PostTran200Version 17.1.104
202205241551 Add tag THBankAcc to set back account
moveMentObj.CostPrice = 0.00001D
can set THPayMethod in header of transaction and lines
THPayMethod set to max 20 chars, was 30 which was wrong
PostTran200Version 17.1.104
Could not write off full stock from batch - fixed
202205201213 set costPrice to zero if ERROR:Sage200:Cannot set the value of the Field (.CostValue) to -0.0000066355
202205221326 Added double click to Stock, Batch and BIN code columns to show levels
Set expense lines date
PostTran200Version 17.1.102
202204200935 - Log Cost price problem for SipSmith
DebugProblem_Flg 'Turned on when DebugProblem.flg is present
If DebugProblem_Flg Then logDebugProblem_Flg(' ')
202204051045 Sage200TransAdj ability to create bins with tag TLBinSetAllocP and TLBinSetPrim to set the priority on creation (turned on in settings)
Sage200TransAdj ability to create batches on the fly
202204051045 Sage200Trans PIA/POR ability to create bins with tag TLBinSetAllocP 233 and TLBinSetPrim 234 to set the priority on creation (turned on in settings)
Sage200Trans PIA/POR ability to create batches on the fly
202205061252 Switch to add batches on the fly
more SipSmith work
PostTran200Version 17.1.98
202204061159 - Cannot set TLAnal1-20 - Fixed TLAnal1-20 on Stock ADJ,SO/PO
In setup added menu option ‘View >> Analysis codes’, which lists all values
202204071109 - Posting a Stock Adjustment now moves cursor while processing to give better feed back
202204071226 Stock Adjustment in now uses a Decimal type as opposed to Double to overcome type conversion problem
When posting long transactions, slight speed increase - Moves sheet every 10 lines instead of every
202204061252 - Excepetions when all is posted and tries to show summary of nothing
17.1.97
202203301204 - Got last cost MARKER - Search for this
Error setting last cost to -0.0000025000
PostTran200Version 17.1.96
Cannot post Revenue adjustments because new validation has broken it - Fixed
PostTran200Version 17.1.95
Rewrite of Project Expense import
'202201271313 - Reported invalid write off category if specified on header
17.1.93
20220101254 - Added better validation to batch items when adjusting stock
202001271148 - Error when drilling down into stock location if default location tag not in sheet
17.1.92
Added extra description when posting to tell user where to expect the data in Sage 200
202201251141 - Default to home currency if not specified on Expense import
202201251700 - Manual Tax, if Unit Based is set could not be set
PostTran200Version 17.1.91
When WO stock, error in a row was repeated in subsequent rows. Hence missleading. Fixed
PostTran200Version 17.1.90
202112131748 Nom not set on Freetype SOP Items - Fixed
Added TLReqDelDate and THPromDelDate
20211215121138 - Failed to set .PromisedDeliveryDate - Moved to after add
PostTran200Version 17.1.89
202111131149 - Filter out closed Project Items at contract level
202111182029 Tax overide on expenses
202111261254 Should default to StockGL if need be
Improved message about firewall if a problem
Added reset registration to Setup window
PostTran200Version 17.1.87
202111091453 Cost Adjustment with nominals
PostTran200Version 17.1.86
Stock - Fixed a problem when creating 'Unspecified' stock and location 202108231600
Added StCreateList
20210826 copy back registration details back to common directory
202108261200 Send common network patht to server
added tag StCreateList to stock list
StComodCode changed to 10 chars
202110121251 - Additoonal charge did not work
202110281139 'SbBought caused a type error fixed
PostTran200Version 17.1.82
Stock - Fixed a problem when creating 'Unspecified' stock and location 202108231600
PostTran200Version 17.1.81
202107061649 - Due date fix
20210820 - Get network directory from Clinet Install
PostTran200Version 17.1.79
Exception when importing POB due to authorisation flag being set
PostTran200Version 17.1.78
202102061251 - Lookup related in row 3
Stock locations did not load HOME if had no Description fixed - uses code
Putting TLExcCur failed in lines Fixed
.75 changed allocate reciept to oldest debt on account
Several problems on Supplier import fixed
202106081114 added bin.UnconfirmedQtyInStock to in Qty figure
PostTran200Version 17.1.72
Added ability to create multiple Stock location using tags StCreateLoc2...5 '2021012916210
PostTran200Version 17.1.71
Allowed WO Cat and THRef values to be expressed in lines
PostTran200Version 17.1.70
202012081123 When updating bulk stock description, warning could not be dismissed - Fixed
202012081124 Added the ablility to edit BOM operation 'Qty per run', plus all other Operation variables
202012081125 BOM Analysis code lookup added
PostTran200Version 17.1.69
202011011027 'New Switch - Create Warehouse rec for stock if need be
Added better validation for Nominal validation 'Allowed to post Journals'
Added a Clear Cache option
Extracting - Stock now put prefured supplier in first column
20201241342 Can now ignore the nagging about not enough columns defined to store the supplier
202012071207 Cosmetic - On single currency system - shows #INVALID currency in summary , as it is never set in Customer/Supplier record by Sage 200
202012071310 Select different companies if searching in a sheet with THBefSWCompany tag to change company in rows.
PostTran200Version 17.1.67
202011311205 - Cannot post PI in non location company when Location did match HOME Fixed
Cashbook finished
PostTran200Version 17.1.66
202011211731 - Fix error where it does not know the correct Row numbers, all 0, which causes all sorts of problems
202011271225 - Nominal Report Category extracted wrong, and caused other errors if had char in coding
added new example - NOM Journal Multi Company
202011271325 - Cash book Payments and Receipts
added new example - Cashbook
PostTran200Version 17.1.65
202011181243 - Extras module license Will now share stock import function with PRO MANandPro
Stock import did not create all associated itmes when first created. Fixed
202011181330 - does not create analysis codes on new stock items. Fixed
Stock Analysis in cell searching did not work. Fixed
Validates location on SO/PO lines with better feed back
On POR summary showed VAT on xero rated supplier, but imported OK. Fixed
Can now drill down to leger by double clcik on account code = shows account details
Transaction import - Now only stock coded is needed. Description not needed
PostTran200Version 17.1.64
Added Promo codes
202011121711 - For some reason required Boolen to be filled in. Fixed
PostTran200Version 17.1.63
202009271046 Would not post Transable items if not Batch number given on tracable items
PostTran200Version 17.1.61
202008271543 Crash on posting POR, cause is sales Side
202009021351 - SO/PO rounding to 5dp
PostTran200Version 17.1.60
59 Could not updated Analysis fields and Spare on SOP header fixed
60 Could not update contacts
PostTran200Version 17.1.57
THImportFullName has been exctended to 500 chars
Set Qty to 2dp
Fix Invoice/order delivery date could not be in Past
Overide stock name '202007151200 on SI,SO,PO
PostTran200Version 17.1.56
Rounds off the TLUnitPrice when importing to 2dp
All lot of work to make it show potential rounding errors to the user
and adjust up and down if poosted to financials
Added a new tag THRoundTo fro SI/SC/PI/PC
202003260959 Show rounding errors - Stickyeyes case [Ref:EC1L0215]
Fixed bug when posting reversing journals
PostTran200Version 17.1.54
Added new transaction types SIM and SCM to post to Invoice module
20200309 Failsworth Bin Stock movemenets improvement
PostTran200Version 17.1.53
Network installation improvments
PostTran200Version 17.1.49
Allow posting to closed periods.
PostTran200Version 17.1.48
Now shows default delivery address at top of the list and all other delivery Address below
If only one default address then selects it automatically without selection
If no Default Address then lists InvoiceTo at top and all other delivery Address below that
If no Delivery Addresses then clears delivery address and hence uses the invoice address
Fixed the additional charge
PostTran200Version 17.1.47
Added tag TLForceNewTrans to Trans, ProjAdj, Nom and Adj
Added tags AcLineDisc/AcInvoiceDisc to update after selecting account
Added new tag THPostalName
When the search for an account and displays Delivery addresses,
now shows default address on first line of search box and clears delivery address if default address is selected
PostTran200Version 17.1.46
Better notification about posting Costing ADJ to VAT and display in summary
Replace header tags if already added
PostTran200Version 17.1.45
Came up with Promised date cannot be in past for invoices in certain sinaro. Now only does this validation for Orders
Could not overide the nominal posting on a Project line '201912221607
If no nom specified on a Project line then should go to default GL. DOes but did not show correct in summary All examples in xlsx format
PostTran200Version 17.1.43
201912171031 Now creates program icons if not installed through normal Installer
Can now define a network folder to coordinate network upgrades
A few other minor improvements for manging installation on citrix
PostTran200Version 17.1.41
Allowed posting PI to Balance sheet items
Cost Adj did not explain properly when Projectitem is invalid. Improved
PI fails to post if Job codes are added with same Nominal codes on 2 or more lines
PostTran200Version 17.1.40
Added Cr/Db column format
Added TLDetailsOvr column which completely overrides description
Bugfix if nominal not set in the column but not specified then did not look up default fixed
Added THUseJrNum to tick use Nominal Num in reference and returned to the sheet after posting
Expenses sheet gave compile error if component missing
PostTran200Version 17.1.39
Drag and Drop for tags between tag row and Header '201911052120
When importing Transaction acept TLDesc or TLStock as EOF '201911071107
A few improvements to ADJ
Post Sales Receipts
Post Sales Invoice with alloocated Receipts
PostTran200Version 17.1.38
Stoped ProjAdj applying uplift.
PostTran200Version 17.1.37
PI/SI Narrative missing on Project postings + VAT Analysis
PI/SI Reference being truncated
Added a VAT anaysis screen to Program before posting Transactions
Project Adj shows Nominal analysis before posting
PostTran200Version 17.1.34
Posting Nominals Conformation did not show correct posting location fixed
201906191236 Doubled up transaction lines if on credit hold caused an exception
Improved the [Clear] button. Now copies down top 10000 lines or to end of sheet, whichever is the larger
Better info when fails to post a line. Now lists row No and Stock code.
Many minor improvements
Can now handle Batches and serial no's on Stock Adjustments + Examples
Added Serial and Batch to SO transactions
Can now post Job Opening Balances and Adjustments + Examples
PostTran200Version 17.1.32
Posting Nominals Conformation did not show currect posting location fixed
201906191236 Doubled up transaction lines if on credit hold caused an exception
Error while reading nominal ledger [Ref:DGTN0648]
PostTran200Version 17.1.31
Added Stock Analysis fields
Restricted PRO tags
PostTran200Version 17.1.30
Could not import SI when no locations. Fixed.
PostTran200Version 17.1.29
Could not edit and override project group item at the same time
+Example
201901221238 - Could not overide budgets because needs to set before setting value
Ship Timesheet stuff
stock issue to projects - Added JOb, Phase and Projectitem BUT NOT ENABLED
PostTran200Version 17.1.28
Tag Properties window added
Improved resource selection
PostTran200Version 17.1.27
More improvements to Inclusive VAT example
PostTran200Version 17.1.26
New example of importing Orders with inclusive VAT
Project Structure did not set budget values on Phase if Qty not 1
PostTran200Version 17.1.23
Did not add new Project items properly
If Ignore used then deletes any old ID' when creating a new project
PostTran200Version 17.1.22
Sage200proj:
Search for Project item was showing Desctription and not Title in search box
Hides Project item/groups is not available for selection
Did not add a new phase to project
PostTran200Version 17.1.21
TlUnitPrice if blank price is written to cell
Print server fixed on 2018
If user does not have permision to overide price shows user where to go to resolve
PostTran200Version 17.1.20
Added the ability to filter Project Phase before selecting the Project Item, and post to specific phase within project.
PostTran200Version 15.1.18
Allows user to change password on registration
PostTran200Version 15.1.17
Better default location validation before posting
Sets the deadfult location on order if need be
Shows better info if PO over Max Qty
if TLUnitPrice is not mapper or is BLANK then looks up price
PostTran200Version 15.1.14
SuMainAdd1 did not return any data on extraction 16,17 Also had a problem when two sage 200 had duplicate currency codes. WTF
PostTran200Version 15.1.13Release
Improved error reporting when creating Job
Did not set Nominals if not specified on ProjectItem import
PjIgnore ignored row if cell contained anything, now only 'YES'
PostTran200Version 15.1.12Release
Bug fixes, and speed improvements, for Project Cost when posting types PO,PI,PC
PostTran200Version 15.1.11Release
Fix some issues around writing off stock. Wrong Nominal code if ADJ. Stock take did not post journal because if no description against it
PostTran200Version 15.1.10Release
Could not import free text in Analysis fileds. Fixed
Better method for finding the assemlies as suggested by Sage
PostTran200Version 15.1.9Release
Add Exchange rates based on Periods
PostTran200Version 15.1.8Release
Removed the need for MS SQL connection for contact Extract
Added Customer Delivery Address
PostTran200Version 15.1.6Release
Added Timesheet Import + Examples
Added Expense Import + Examples
Added Receipts Examples
PostTran200Version 15.1.3Release
Added Cloud sign in
PostTran200Version 15.1.1Release
Validation of Invoice stoped import due to date in past
PostTran200Version 15.1.0Release
Fixed issues installing 2017
PostTran200Version 15.0.61Release
Sage 200 Assemberlies
Print SI in sage 2017 Print server 1.2
And severail bug fixes on Print server
PostTran200Version 15.0.60Release
Lot of work done on printing. Made THPrintEmail send to to email ad THPrintNoCopies [Ref:20171019142438]
PostTran200Version 15.0.58Release
Added 32 Search Analysis codes top stock
Shows company name in Import/Extract better
Moved the MS SQL connection and better info about it only being used for Contact and Roles
PostTran200Version 15.0.57Release
2013 version did not allow updates of Customer Analysisi codes. Fixed
PostTran200Version 15.0.52Release
Checks if period is closed on posting SI/PI and nominals
Better error logging
Work on receipts
PostTran200Version 15.0.50Release
16.0.50 if over 5 months aged balance then cause array out of index fix
PostTran200Version 15.0.48Release
Added new switch to stop getting customer discount when selecting Product
PIA fixed Qty calc
Fixed analysis codes on custome Conformation window shows if Batch/Serial number Stock
Allows Serial numbers
PostTran200Version 15.0.47Release
Improved Registration window
PostTran200Version 15.0.46Release
Registration window scalable now
Slight improvment on opening companies easier
PostTran200Version 15.0.44Release
2016 compile only for resolving an issue connecting to Sage 200
PostTran200Version 15.0.42Release
Inclusive vat
Inclusive vat Web Cart Import example
Option to ignore invalid Web address on import customer/Supplier
PostTran200Version 15.0.42Release
Speed improvement in registration system
Edit Project items
After not being used for 15 mins, closes DB, but cause an exception on next import. Fixed
Sometimes delete Row tags on [Clear] button fixed
Added tag TLTaxManTotAmount
New File import examples
Could not update Customer documents
PostTran200Version 15.0.40Release
Improvement in creating new templates
PostTran200Version 15.0.35Release
Project costing Examples added
PostTran200Version 15.0.34Release
Added Bin edits, movement and Stock Take
PostTran200Version 15.0.32
Added new modules for Pricing
More work on Projects
PostTran200Version 15.0.31Release
Addded Job Costing
PostTran200Version 15.0.30Release
New version for Excel 64bit
PostTran200Version 15.0.24Release
Load of improvements
Bill of Materials with examples
PostTran200Version 15.0.20Release
Projects:Sales/Purchase Credit Notes fixed
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