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Download and Install PostTrans for Sage 50

Steps to Install PostTrans for Sage Line 50:

1) Setup PostTrans Users in Sage:

Create a new user in Sage 50 for PostTrans to use, from the "Settings>>Access Rights" in Sage 50.  To do this you need a multi-user version of Sage 50 to enable the "Settings>>Access Rights" menu in Sage 50.  If single user, version of Sage 50, then, unfortunately, you have to close Sage 50 while using PostTrans as it has to share the same username.

We suggest "PT1",  "PT2", etc.  Unfortunately, Sage 50 does not allow PostTrans and Sage 50 user to share the same login.  Hence PostTrans needs to log in as a different user, to the Sage 50 user, else the user will be logged off Sage 50.

Sage 50 Accounts Professional will allow an unlimited number of PostTrans users in addition to the Sage 50 concurrent users.   Other lower versions of Sage 50 will allow a maximum of 6 PostTrans users.

Please do this for ALL COMPANIES, inlcuding the "Demo Data" as all the examples work with this company.

2) Install the Program

Run the following install program, logged in as user who is going to use PostTrans, no admin rights are needed.  PostTrans is installed on a per user basis.

3) If you are running Excel 64 bit

In order to use PostTrans in Excel 64 bit, you will need to run an additional program AFTER you have installed the above program. Go to the “PostTrans for Sage 50” program group by pressing the windows button. Then select “Enable for 64bits Excel” this will make changes to the Sage 50 SDK to make compatible with 64bit software.

4) Test the program

Test: Open Excel and you will find a new "PostTrans 50" tab.  

  1. Press the Help button on the PostTrans toolbar (see below), and select the first example sheet in the list.  

  2. Press Extract to extract some data from demo company

  3. Edit one record slightly

  4. Press Import button. 

  5. If used for the first time on the network, PostTrans will ask for your company name, please enter sensible data.

  6. You may need to press Import again if need be.

  7. The edited record will then have been updated in Sage.

  8. Press Extract again to extract data and your change should be shown, if so all works fine.

5) Evaluate, Purchase and Unlock

PostTrans will work fully with the Sage 50 Demonstration company.  When used with a live Sage company, it will ask for Credit Card details.   Your credit card will be debited every month, and subsequent renewals can be cancelled at any time.  See Sage 50 Prices

6) Shared Network Installation

If you have many users, you can create a folder on a network share and allow PostTrans to use it as a central depository for upgrades.  These are then rolled out to users when published.   See Shared Network Installation

Installation FAQ

See our FAQ section

Help and Demo

Full Product Overview: see the Sage 50 Product Demo for a complete overview on PostTrans for Sage 50.

Online Training: see the online training page for a complete training on PostTrans.

Video on how to install PostTrans for Sage 50/200

The following video shows how to install PostTrans for Sage 50, but Sage 200 is almost identical except you don't need to create separate user logins for PostTrans.

 
 
   Sage 50 and 200: How to Instal, Test and Upgrade
  0:15 Create Sage 50 Login Names
  1:22 Download & Install
  2:40 Test PostTrans
  4:00 How to upgrade
 
 

Toolbar

 

After installation you will see an extra toolbar:

PostTrans will automatically open a test spreadsheet after installation.  Please follow the instructions shown.

Use the menu on the left, of this page, for more information about specific functionality.

You should also have read the Training page for a basic understanding of PostTrans basics.

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