34 workbooks. Examples for everyday records and transactions.
01 EXCEL · XLSX
Connection test
Check the connection between Excel and Sage 200.
Download workbook ↓ Sage200 A TestSheet.xlsx Inside this workbook
02 EXCEL · XLSX
Customers & contacts
Maintain customer records, delivery addresses, contacts and roles.
Download workbook ↓ Sage200Cust.xlsx Inside this workbook
03 EXCEL · XLSX
Suppliers & contacts
Maintain supplier records, contacts and roles.
Download workbook ↓ Sage200Supp.xlsx Inside this workbook
04 EXCEL · XLSX
Stock records
Manage stock, suppliers, warehouses, bins and analysis codes.
Download workbook ↓ Sage200stk.xlsx Inside this workbook
- Stock Records ↗ Sheet: Stock Extract, Add and Amend Stock Records
- Stock Records with Prices, Suppier, Alternate, Analysis Codes ↗ Sheet: Stock Example Extract, Add and Amend Stock Records Examples
- Stock Records Create ↗ Sheet: Stock Create Eminiumum to create Stock Records
- Stock Warehouse and Bins (Module: Pro) ↗ Sheet: Stock Locations Extract, Add and Amend Stock Locations and Bins Records
- Stock Analysis Values (Module: Pro) ↗ Sheet: Stock Anal Extract, Add and Amend Stock Analysis Values Records
- Stock Assign Search Category Values (Module: Pro) ↗ Sheet: Stock Search Cat Extract, Add and Amend Stock Search Category Values Records
- Stock Supplier Prices ↗ Sheet: Stock Suppliers Extract, Add and Amend Suppliers Stock Codes
- Stock Alternative Stock Codes (Module: Pro) ↗ Sheet: Stock Alt Extract, Add and Amend Stock Alternative Stock Codes
- Product Group UOM Records ↗ Sheet: Stk Group UOM Extract, Add and Amend Product Group UOM Records
- Location Records Sheet: Locations Extract, Add and Amend Location Records
- Stock Location and Bins Records Sheet: Stk Bins Import/Extract Stock Location/Bin Records
05 EXCEL · XLSX
Prices & discounts
Work with price bands, customer assignments and discounts.
Download workbook ↓ Sage200Price.xlsx Inside this workbook
06 EXCEL · XLSX
Nominal records
Maintain nominal accounts, report categories, departments and cost centres.
Download workbook ↓ Sage200nomRec.xlsx Inside this workbook
- Nominal Report Categories Sheet: Nom Report Categories Extract, Add and Amend Nominal Report Categories
- Nominal Accounts ↗ Sheet: Nominal Extract, Add and Amend Nominal Accounts
- Department Sheet: Department Extract, Add and Amend Departments
- Cost Centre Sheet: Cost Centre Extract, Add and Amend Cost Centre
07 EXCEL · XLSX
Assets
Extract and maintain asset records.
Download workbook ↓ Sage200asset.xlsx Inside this workbook
- Assets ↗ Sheet: Assets Extract, Add and Amend Asset reocrds
08 EXCEL · XLSX
Nominal journals
Prepare basic, VAT, contra, recurring and reversing journals.
Download workbook ↓ Sage200nom.xlsx Inside this workbook
09 EXCEL · XLSX
Sales transactions
Work with orders, invoices, credits, payments and opening balances.
Download workbook ↓ Sage200trans.xlsx Inside this workbook
- Sales Order with Serial and Batch allocation Sheet: Sales Order Post a Sales Order with Serial and Batch allocation
- Sales Order Sheet: Sales Order Post a Sales Order
- Sales Order + Info ↗ Sheet: Sales Order Info Post a Sales Order showing more customer information
- Sales Order Additional Chrage Sheet: Sales Order Charge Post a Sales Order with Additional Chrage expressed on header
- Sales Order with Payment Pro Sheet: Sales Order Pay Post a Sales Order with Payment
- Sales Order in Currency Pro Sheet: SO in Currency Post a Sales Order in Currency
- Sales Opening Balance Sheet: Sales Opening Balance Post a Sales Opening Balance
- Sales Service Order Sheet: Sales Service Order Post a Sales Service Order which alows long text and bypasses dispatch routine
- Sales Invoice to Accounts Ledger Sheet: Sales Invoice Post a Sales Invoice to Accounts Ledger
- Sales Credit Note Sheet: Sales Credit Note Post a Sales Credit Note
- Sales Invoice to Accounts Ledger with Gross Rounding Sheet: Sales Invoice Round Post a Sales Invoice to Accounts Ledger with RoundTo a value
- Sales Invoice (Invoice Ledger) Sheet: Sales Invoice INV LEDGER Post a Sales Invoice to invoice ledger
- Purchase Service Order Sheet: Purchase Service Order Post a Purchase Service Order which alows long text and bypasses dispatch routine
10 EXCEL · XLSX
Sales order pad
Build an order pad for entering sales in Excel.
Download workbook ↓ Sage200orderPad.xlsx Inside this workbook
11 EXCEL · XLSX
Purchase transactions
Prepare purchase orders and invoices with project costs and approvals.
Download workbook ↓ Sage200Purchase.xlsx Inside this workbook
- PO with Project costing and Phase Filter Sheet: PO Phase Filter Post a Purchase Order
- Purchase Order Sheet: PO Post a Purchase Order
- Purchase Order with Authorisation Sheet: PO Auth Post a Purchase Order with Authorisation
- Purchase Invoice Sheet: Purchase Invoice Post a Purchase Invoice
12 EXCEL · XLSX
Remote purchase orders
Prepare purchase orders away from your accounts system.
Download workbook ↓ Sage200RemotePur.xlsx Inside this workbook
13 EXCEL · XLSX
Transactions from a file
Import multiple transaction types from one or more CSV files.
Download workbook ↓ Sage200transMultiples.xlsx Inside this workbook
- File Import:Multiple Types from single CSV Sheet: MultiType Post a Multple Transaction Types from single CSV files
- File Import:Multiple Sales Order from CSV Sheet: Sales Order Post a Multiple Sales Order Transactions
- File Import:Multiple Types from multiple CSV Sheet: Multiple Trans multi file Post a Multple Transaction Types from multiple CSV files
- File Import:Multiple Sales Invoice from CSV Sheet: Invoice Post a Multple Sales Invoices
- Multiple Purchase Invoices Sheet: PI Post a Multiple PI Transactions
14 EXCEL · XLSM
File imports from VBA
Start a file import using a VBA button.
Download workbook ↓ Sage200transMultiplesByCode.xlsm Inside this workbook
- File Import:Multiple Types activated by VBA button Sheet: MultiType Post a Multple Transaction Types
15 EXCEL · XLSX
Project transactions
Import orders and invoices with project information from CSV files.
Download workbook ↓ Sage200Projects.xlsx Inside this workbook
- File Import:Sales Invoice with Project from CSV Sheet: SI Post a Sales Invoices to Projects
- File Import:Purchase Invoice with Project from CSV Sheet: PI Post a Purchase Invoices to Projects
- File Import:Sales Orders with Project from CSV Sheet: SO Post a Sales Orders to Projects
- File Import:Purchase Orders with Project from CSV Sheet: PO Post a Purchase Orders to Projects
- File Import:Sales/Purchase Invoices with Project from CSV Sheet: Mixed Post a Sales/Purchase Invoices to Projects
16 EXCEL · XLSX
Orders with payments
Import CSV orders with payments, rounding and extra lines.
Download workbook ↓ Sage200FileImportPayment.xlsx Inside this workbook
- File Import:Orders from CSV with Payment, Rounding and Extra Lines Sheet: Order and Payment CSV Post a Sales Order with Payment using total line value from Web Cart system
17 EXCEL · XLSX
Direct debits & receipts
Import direct debit payments and receipts with currency support.
Download workbook ↓ Sage200PaymentDD.xlsx Inside this workbook
- File Import:Direct Debit payments posted as SI and Receipt with Currency Sheet: Direct Debit Post a Direct Debit payments posted as SI and Receipt with Currency
- File Import:Receipts with Currency Sheet: Receipts Post a Receipts with Currency
18 EXCEL · XLSX
Intercompany transactions
Prepare intercompany transactions on one sheet.
Download workbook ↓ Sage200InterCompany1.xlsx Inside this workbook
19 EXCEL · XLSX
Intercompany orders
Connect sales and purchase orders across two sheets.
Download workbook ↓ Sage200InterCompany2.xlsx Inside this workbook
- Transaction - Inter Company in 2 sheets SO/PO (Module: Pro) Sheet: Sales Post an inter company transaction, one sheet posting a SO, than another to post mirror but PO
20 EXCEL · XLSX
Intercompany invoices
Connect sales and purchase invoice transactions across two sheets.
Download workbook ↓ Sage200InterCompany3.xlsx Inside this workbook
- Transaction - Inter Company in 2 sheets SIA/PIA (Module: Pro) Sheet: Sales Post an inter company transaction, one sheet posting a SIA, than another to post mirror but PIA (invoice with adjustment)
21 EXCEL · XLSX
Multiple companies
Import transactions into multiple companies from CSV.
Download workbook ↓ Sage200trans Multicompany.xlsx Inside this workbook
- Import into Multiple Companies from CSV Sheet: Multi in one sheet Post a Multple Companies
22 EXCEL · XLSX
Receipts & allocation
Import and match receipts, or allocate them manually.
Download workbook ↓ Sage200Receipts.xlsx Inside this workbook
- Import and match receipts from FILE (Module: Extras) Sheet: Receipts from File Import Receipts
- List outstanding Invoices, manual receipt and allocation (Module: Extras) Sheet: Receipts Import Receipts
23 EXCEL · XLSM
Expenses & mileage
Prepare expense and mileage claims in Excel.
Download workbook ↓ Sage200expense.xlsm Inside this workbook
24 EXCEL · XLSX
ExpenseIn imports
Bring expenses captured with ExpenseIn into Sage.
Download workbook ↓ Sage200ExpenseIn.xlsx Inside this workbook
25 EXCEL · XLSX
Cashbook
Prepare single or multiple payments and receipts, including tax details.
Download workbook ↓ Sage200cashbook.xlsx Inside this workbook
- Cashbook Single Payment Pro Sheet: BP Posting a Cashbook Single Payment
- Cashbook Single Receipt Pro Sheet: BR Posting a Cashbook Single Receipt
- Cashbook Single Receipt with Tax specified on lines Pro Sheet: BR with Tax Posting a Cashbook Single Receipt with Tax specified on lines
- Cashbook Multiples Receipts with Tax specified on lines Pro Sheet: BR Multiples with Tax Posting a Cashbook Multiples Receipts with Tax specified on lines
- Cashbook Multiples Receipts + All on lines Pro Sheet: BR Multiples Posting a Cashbook Multiples Receipts + All on lines
- Cashbook Multiples Receipts, Companies + All on lines Pro Sheet: BR Multiple Companies Posting a Cashbook Multiples Receipts, Companies + All on lines
26 EXCEL · XLSX
Stock adjustments
Import stock movements, returns and write-offs with batch and serial details.
Download workbook ↓ Sage200TransADJ.xlsx Inside this workbook
- Stock Adjustment Write Off Sheet: Write Off Issues Stock Free of Write Off
- Stock Adjustment Goods Return Sheet: Goods Return Issues Stock Free of Goods Return
- Stock Adjustment OUT with no Bins Sheet: OUT No Bins Post a Stock adjustment to bring stock OUT with no Bins Specified
- Stock Adjustment IN Sheet: IN Post a Stock adjustment to bring stock IN
- Stock Adjustment OUT Sheet: OUT Post a Stock adjustment to bring stock OUT
- Stock Adjustment Free of Charge ↗ Sheet: Free Of Charge Issues Stock Free of Charge
- Stock Adjustment OUT with Batch and Serial ↗ Sheet: Batches OUT ADJ OUT Product with Batches and Serial Nos
- Stock Adjustment IN with Batch and Serial ↗ Sheet: Batches IN ADJ IN Product with Batches and Serial Nos
27 EXCEL · XLSX
Locations & bins
Manage locations, stock takes and movements between bins.
Download workbook ↓ Sage200bins.xlsx Inside this workbook
28 EXCEL · XLSX
Project structure & budgets
Maintain project phases, groups, items, structures and budgets.
Download workbook ↓ Sage200ProjectStructure.xlsx Inside this workbook
29 EXCEL · XLSX
Project manager template
Give project managers a starting point for preparing project details.
Download workbook ↓ Sage200ProjectTemplate.xlsx Inside this workbook
30 EXCEL · XLSX
Project adjustments
Prepare project cost, revenue and opening balance adjustments.
Download workbook ↓ Sage200JobAdj.xlsx Inside this workbook
- Project Cost Adjustments Sheet: Cost Adj Allow Import Project Cost Adjustments
- Project Cost Adjustments + NOM line Sheet: Cost Adj with NOM line Allow Import Project Cost Adjustments with Nominal Line
- Project Revenue Adjustments Sheet: Rev Adj Allow Import Project Revenue Adjustments
- Project Cost Opening Balance Sheet: Cost OB Allow Import Project Cost Opening Balance Adjustments
- Project Revenue Opening Balance Sheet: Cost OB Allow Import Project Revenue Opening Balance Adjustments
31 EXCEL · XLSX
Project timesheets
Import timesheets by list, project phase or day of the week.
Download workbook ↓ Sage200projTime.xlsx Inside this workbook
- TimeSheets from List (Module: Projects) Sheet: TimeSheet List Import TimeSheets
- TimeSheets with Phase Filter (Module: Projects) Sheet: TimeSheet List Phase Filter Import TimeSheets
- TimeSheets for each Day of Week (Module: Projects) Sheet: TimeSheet Days Import TimeSheets
32 EXCEL · XLSX
Project expenses
Work with project expenses, resources, items and tax.
Download workbook ↓ Sage200projExpense.xlsx Inside this workbook
- Project Expenses (Module: Projects) Sheet: Expenses Import Expenses
- Project Expenses with Phase Filter (Module: Projects) Sheet: Expenses Phase Filter Import Expenses
- Project Expenses + manual Tax (Module: Projects) Sheet: Expenses manual Tax Import Expenses
- Project Expenses By Resource (Module: Projects) Sheet: Expenses Entry Import Expenses
- Project Expense Items(Module: Projects) Sheet: ExpenseItems Extract Expenses Items
33 EXCEL · XLSX
Bills of materials
Manage bill of material versions, items and related stock.
Download workbook ↓ Sage200BOM.xlsx Inside this workbook
34 EXCEL · XLSX
Manufacturing
Maintain labour, tools, machines, operations and their resources.
Download workbook ↓ Sage200manufacturing.xlsx Inside this workbook
POSTTRANS FOR SAGE 200
