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*** Test Sage Connection Template ***
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Sheet:'Test Sheet' DO NOT DELETE - Used for testing, or when setup is pressed without PostTrans Sheet Help article for *** Test Sage Connection Template ***
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Static Data - Customer:
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Customer Records
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Sheet:'Customer Rec' Allow Extract/Amend/Import of Customer records More info Sage 50 Customer records Import Help article for Customer records Import
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Customer Price Lists
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Sheet:'Customer Price List' Extract, Add and Amend the Price List at top level More info Sage 50 Price List Update Help article for Price List Update
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Customer Price List/Qty Assignment
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Sheet:'Customer Price List Assignment' Allow assignement of Customer Qty breaks and Price list More info Sage 50 Customer records Import Help article for Customer records Import
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Static Data - Supplier:
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Supplier Records
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Sheet:'Supplier Rec' Allow Extract/Amend/Import of Supplier records More info Sage 50 Supplier records Import Help article for Supplier records Import
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Supplier Price Lists
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Sheet:'Supplier Price List' Extract, Add and Amend the Price List at top level More info Sage 50 Supplier Price List Update Help article for Supplier Price List Update
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Supplier Prices
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Sheet:'Supplier Prices' Extract, Add and Amend Supplier Special Prices More info Sage 50 Supplier Price List Update Help article for Supplier Price List Update
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Static Data - Product:
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Stock Take Product Records
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Sheet:'Stock Take' Allow Extract Current IN Stock figure, then adjust at later date to give Stock Take functionality More info Sage 50 Stock Take Product records Import
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Product Records (all Fields)
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Sheet:'Product Rec ALL' Allow Extract/Amend/Import of Product records More info Sage 50 Product records Import
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Product Records
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Sheet:'Product Rec' Allow Extract/Amend/Import of Product records More info Sage 50 Product records Import Help article for Product records Import
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Product Qty Breaks
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Sheet:'Product Qty Breaks' Allow Extract/Amend/Import of Product Qty Breaks Records More info Sage 50 Product records Import Discounts Help article for Product records Import Discounts
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Product Customer Price Structure
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Sheet:'Customer Prices Structure' Extract, Add and Amend Customer Prices More info Sage 50 Customer Prices Update Help article for Customer Prices Update
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Product Customer Special Prices
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Sheet:'Special Prices' Extract, Add and Amend Customer Special Prices More info Sage 50 Customer Prices Update
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Product Budgets
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Sheet:'Product Budget' Allow Extract/Amend/Import of Product Budgets More info Sage 50 Product records Import Budgets Help article for Product records Import Budgets
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Bill of Materials (Pro Version)
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Sheet:'BOM' Extract, Add and Amend Bill of Material More info Sage 50 Bill of Material Update Help article for Bill of Material Update
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Product Category
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Sheet:'Product Cat' Allow Extract/Amend/Import of Product Category records More info Sage 50 Product Category records Import Help article for Product Category records Import
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Transaction Data - Nominal Journals:
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Nominal Journal - 2 Col
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Sheet:'Nominal 2 Col' Nominal Journal with Credits and Debits More info Sage 50 Nominal Journal Help article for Nominal Journal
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Nominal Journal - 1 Col
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Sheet:'Nominal 1 Col' Nominal Journal with Single Credit/Debit Column Help article for Nominal Journal - 1 Col
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Nominal - Contra
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Sheet:'Contra' Total to contra nominal account Blog Sage 50 VAT Nominal Journal
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Nominal - VAT
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Sheet:'NOM with VAT' Calculates VAT on a nominal and posts to VAT control account, plus total to contra account Blog Sage 50 VAT Nominal Journal
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Transaction - Sales:
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Sales Order PAD Pro
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Sheet:'Order PAD' Order Pad demonstation Blog Sage 50 Posting to multiple Companies
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Sales Order
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Sheet:'SO' Sales Order demonstation Blog Sage 50 Posting to multiple Companies Help article for Posting to multiple Companies
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Auto saving template after posting Pro
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Sheet:'Saving' Save transaction to directory with account code Blog Sage 50 Saving template after posting
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Sales Order with Payment
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Sheet:'Payment' Posting a payment with an order Blog Sage 50 Payment with Order/Invoice
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Printing/e-mail Quote/Order after posting Pro
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Sheet:'Printing' How to e-mail to specified user Blog Sage 50 Printing Quote/Order
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Sales Service Invoice
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Sheet:'Service SSI' Sales Service Invoice demonstation Help article for Sales Service Invoice
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Sales Service Credit Note
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Sheet:'Service SSC' Sales Service Credit Note demonstation Help article for Sales Service Credit Note
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Sales Receipts - Import Allocation by Referance (Extras Module)
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Sheet:'Import Receipts' Import Sales Receipt and allocated to existing invoices More info Sage 50 Sales Receipts - Import Allocation by Referance (Extras Module)
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Sales Receipts - Manual Allocation (Extras Module)
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Sheet:'Manual Receipts' Extracts Ourstanding Invoices, enter payment figures and referance, [Import] to create Sr and allocate More info Sage 50 Sales Receipts - Manual Allocation (Extras Module)
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Transaction - Purchase:
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Expenses + Mileage
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Sheet:'Expense demo' Posting a Expenses + Mileage in as a Purchase invoice More info Sage 50 Help on this Sheet Help article for Help on this Sheet
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Expenses iPhone/Android or Web via ExpenseIn
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Sheet:'Import Expenses' Import expenses into Sage 50 via IPhone, Android etc. with authorisation Help article for Expenses iPhone/Android or Web via ExpenseIn
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Remote Purchase Order
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Sheet:'Orders' Purchase Order PAD for remote loactions to fill in, e-mail and import. Help article for Remote Purchase Order
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Purchase Order
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Sheet:'PO' Posting a Purchase Order Help article for Purchase Order
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Purchase Order with Authorisation
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Sheet:'PO Auth' Posting a Purchase Order with authorisation
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Purchase Invoice with Project
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Sheet:'PI' Posting a Purchase Invoice (Project in header) Help article for Purchase Invoice with Project
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Purchase Invoice Multiples + Job Costing
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Sheet:'PI Multi' Posting a Purchase Invoice Help article for Purchase Invoice Multiples + Job Costing
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Purchase Invoice AND adjust stock IN
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Sheet:'PIA' Posting a Purchase Invoice, and then Adjust stock in all in one operation
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File Import CSV:Multiple Transactions
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Sheet:'Multiple Trans' Shows how you can import Multiple Transactions in one sheet like a convesional CSV importer Blog Sage 50 Importing from file easily Help article for Importing from file easily
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File Import CSV:Multiple Transactions from multiple files
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Sheet:'Multiple Trans multi file' Shows how you can import Multiple Transactions in one sheet like a convesional CSV importer Blog Sage 50 Importing from multiple files easily
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Multiple Transactions Called from VBA Button
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Sheet:'Multiple Trans' Shows how you can import Multiple Transactions in one sheet like a convesional CSV importer Blog Sage 50 Importing from file easily
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Import File:Customer and Multiple Orders from CSV
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Sheet:'Order CSV' Contains two sheets. The first imports three customers, and then an order for each customer. Demonstrates how to import files easily and importing multiple transactions in one sheet
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Import File:Multiple Orders from CSV with Currency Pro
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Sheet:'Order CSV with Currency Pro' Contains two sheets. The first imports three customers, and then an order for each customer in currencies. Demonstrates how to import files easily and importing multiple transactions in one sheet
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Import File:Simple Multiple Orders from CSV
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Sheet:'Simple Orders from CSV' Contains two sheets. The first imports three customers, and then an order for each customer in currencies. Demonstrates how to import files easily and importing multiple transactions in one sheet
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Import File:Direct Debit payments SI+SR with Currency
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Sheet:'Direct Debit SI Paymen Currency' This imports Invoices SI with matching Recipts to Audit Trial with Currency
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SA with or without currency
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Sheet:'SA' This imports Invoices SA transactions, optionally with currency, to Audit Trial
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SR with or without currency
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Sheet:'SR' This imports Invoices SR transactions, optionally with currency, to Audit Trial
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SC Sales Credit with or without currency
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Sheet:'SCAT' This imports Invoices SC transactions, optionally with currency, to Audit Trial
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Import File:Direct Debit payments SI+SR
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Sheet:'Direct Debit SI with Payment' This imports Invoices SI with matching Recipts to Audit Trial
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PR with or without currency
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Sheet:'PR' This imports Invoices PR transactions, optionally with currency, to Audit Trial
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Import File:Orders from CSV with Payment, Rounding and Extra Lines
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Sheet:'Order and payment CSV' This imports orders, and overcomes rounding issues with external system. It also shows how to add addition lines in each row.
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Cashbook Multi Company and Type
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Sheet:'Cashbook Multi Company and Type' This imports Invoices Cashbook Multi Company and Type
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Import Multiple Invoices\Orders and e-mail/Print
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Sheet:'Simple Orders email and Print' Demos importing SI, Credits, Discount and Sales Orders. But after import e-mails the transaction or prints it
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Import Multiple Invoices\Orders NO Print or Price Lookup
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Sheet:'Simple Orders No lookups' Demos importing SI, Credits, Discount and Sales Orders. But after import e-mails the transaction or prints it
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Posting to Multiple Companies Multi Types Pro
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Sheet:'Multi in one sheet' Inter-company transactions by posting to multiple companies Blog Sage 50 Posting to multiple Companies
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PA with or without currency
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Sheet:'PA' This imports Invoices PA transactions, optionally with currency, to Audit Trial
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Transaction - Sales/Purchase Design:
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Apply discount to whole transaction
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Sheet:'Discount' How to apply discount to the whole Sagel Line 50 transaction Blog Sage 50 Apply discount to whole transaction
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Posting Order in Currency Pro
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Sheet:'Currency' How to post to different Currencies Blog Sage 50 Posting Order in Currency
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Shows Customer Price List on header
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Sheet:'PriceList' Adding a tag to header to show the name of the customer price list after selecting the account
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Message at Top and Bottom of transaction
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Sheet:'Message' Adding a message at top and Bottom of transaction by specifying the header of Sage Line 50 Transaction Blog Sage 50 Creating text message top/bottom of transacton
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Carriage Charge on Order
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Sheet:'Carriage' How to specify Carriage Charge on an Order Blog Sage 50 Specifying Carriage on an Order
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Validating Transaction before posting
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Sheet:'Validation' Stop PostTrans importing a transaction by using a formula to show message Blog Sage 50 Validating before posting
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Copy formula down sheet
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Sheet:'Margin' Copy formula down sheet, after pressing [Clear] button, and when populating transaction using the [Extract] button Blog Sage 50 Clear transaction copy formula
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Transaction - Inter Company in 2 sheets using SO/PO Pro
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Sheet:'Sales' Post a Sales Order into one company and a matching Purchase Order in a second company
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Transaction - Inter Company Nominal in 1 sheet Pro
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Sheet:'NOM'
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Transaction - Inter Company in 1 sheet Pro
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Sheet:'All In One'
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Transaction - Inter Company in 2 sheets using SI/PIA Pro
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Sheet:'Sales' Post a Sales Invoice into one company and a matching PIA (Purchase Invoice and Stock Adjust IN) in a second company
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Manual VAT
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Sheet:'Manual VAT' Manual VAT on a order Blog Sage 50 VAT on Transactions
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Nominal Codes
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Sheet:'Nominal Codes' Add/update Nominal Codes
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Bank Accounts
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Sheet:'Bank Accounts' Add/update Bank Accounts
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Cashbook:
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BP Cashbook Bank Payment with or without currency
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Sheet:'BP Bank Payment' This imports Invoices BP transactions, optionally with currency, to Audit Trial
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BR Cashbook Bank Receipt with or without currency
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Sheet:'BR Bank Receipt' This imports Invoices BR transactions, optionally with currency, to Audit Trial
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VP Cashbook Visa Credit Payment with or without currency
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Sheet:'VP Visa Payment' This imports Invoices VP transactions, optionally with currency, to Audit Trial
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VR Cashbook Visa Credit Receipts with or without currency
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Sheet:'VR Visa Credit' This imports Invoices VR transactions, optionally with currency, to Audit Trial
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CP Cashbook Cash Payment with or without currency
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Sheet:'CP Cash Payment' This imports Invoices CP transactions, optionally with currency, to Audit Trial
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CR Cashbook Cash Receipt with or without currency
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Sheet:'CR Cash Receipt' This imports Invoices CR transactions, optionally with currency, to Audit Trial
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Transaction - Product Adjustment:
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Product Adjustment
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Sheet:'Product ADJ' Product Adjustment sheet More info Sage 50 Product Adjustment Help article for Product Adjustment
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Product Adjustment Goods OUT Simple (Code + Qty)
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Sheet:'Product ADJ GO' Product Adjustment sheet with referance to SO for Goods Out More info Sage 50 Product Adjustment
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Product Adjustment Simple (Code + Qty)
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Sheet:'Product ADJ Simple' Product Adjustment sheet More info Sage 50 Product Adjustment
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Transaction - Chaity:
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Shows Customer Price List on header
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Sheet:'Invoice' Importing an SI to Charitable Fund
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Projects:
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Project
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Sheet:'Projects' Edit Projects More info Sage 50 Project records Import Help article for Project records Import
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Other:
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Assets
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Sheet:'Assets' Edit Assets More info Sage 50 Project records Import
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