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Sage 50:Extract/Amend/Import Nominal Accounts

PostTrans imports Nominal Accounts, which could be manually entered with the assistance of in-cell searching, using copy and paste, imported from CSV file or extracted from Sage 50 using the Extract button.

Page Contents

Nominal Import in Sage 200

Related Pages

Import Nominal Account Features in Sage 50

Simply add new lines to the spreadsheet from row 30 on-wards. Then press Import button, on the PostTrans Toolbar, to import single or multiple Suppliers (Examples shown below).

Advantages

  • Highlighted Validation of codes and data
  • Search for Account, Stock, Project, Nominal, using our In-Cell Searching
  • Add formula, vba or macros to manipulate the imported data
  • Press Extract to populate the sheet with existing data, amend and Import
  • Easy importation from CSV file

Examples of importing Sage 50 Nominal Accounts

Nominal Account template for importing into Sage 50

Nominal Account template for importing into Sage 50

Demonstration Video

 
 
   Sage Line 50 - Posting a Nominal Journal with VAT PostTrans
  0:00 Video Introduction
  1:50 Opening Nominal Journal Example
  2:30 Posting a Normal Nominal Journal into Sage 50
  3:25 Posting a Nominal Journal with Contra Nominal line
  4:00 Using In cell searching to enter nominal lines
  6:10 Posting a VAT Nominal Journal into Sage 50
  7:20 How to find more information and Training
 
 

Template Structure for Static Data

The template must have tag ‘Sage50nom’ in cell A1 to instruct PostTrans that we are interested in Sage 50 Nominal Accounts, and that the sheet is a PostTrans Template.  Pressing Import or Extract on a blank sheet will either open an existing example or create basic template for you to customise.

Row 1 contains a series of tags, which denote to PostTrans the data to be read/written in each column. These tags, and data columns can be rearranged to suit your needs, and the tags are added using the Tags button. See on-line Training   Deleting the Tag name, in the cell, from this row removes the Sage 50 mapping.   Table of Nominal Accounts Tags

Hovering over these tags, in row 1, will show a comment which explains the tags purpose, data type and any other useful details.

Common Features

In-Cell Searching

Any Tag ending with ^ with have a in-cell search facility to look up associated values.  Use SPACE + TAB to see all values, or SPACE and TEXT to perform a text search on description. These are returned to the cell as "CODE, DESCRIPTION".  PostTrans only uses the CODE and ignores the comma and anything after it, thus data from a field would only need the CODE part of the data if from an external imported file.  

In-cell Searching can be turned off by removing the ^ from the end of the tag name, or name in first line of comment (Header cells) to disable in-cell searching for a single column, or header cell.  All in-cell searching can be turned off in SetupIn-cell searching.

Extracting the Data

The data extracted using the Extract button can be filtered, by entering criteria in row 2. Hover over cell A2 for instructions. Extracting Data

Amending Nominal Accounts Data

Having extracted data, the user can now simply edit the Nominal Accounts in Microsoft Excel, before re-importing it back into Sage 50. 

PostTrans uses the tagged column NoCRC to detect changes in rows.  Therefore, only records/rows which have changed since extraction are updated.  If you add or delete a tagged column, PostTrans will treat ALL rows as having changed, and thus ALL records will be updated on next Import.

Importing the Data

Simply press the Import button to validate and import the data into Sage 50.  PostTrans will read the Header cells and then process the rows of data until NoCode column contains no data. The Sage Company imported into can be set in the Setup window.

PostTrans ONLY edits those fields listed on the sheet when importing, thus any existing values, on a record, are unaffected.   New records may have default values for certain fields.

File Import Button

This can be enabled in Setup to easily import cvs, or fixed length files, into sheet for importation.   Formula can also be added, or macros/VBA to manipulate this data before importation.   Import from CSV file.

Validation

Any values and associated codes will be invalid during import.   The cursor will be moved to highlight any problems in data.

Evaluation and License

This functionality will work with Sage Demo data without a license. A license is required to import into any other Sage Company.  Pricing

What else can I do?

Other Sage 50 Extract/Import types

Frequently Asked Questions?

Got another question? It may well be covered on our Frequently Asked Questions page.

Other Useful Topics

Clear Transaction and copy down formula

PostTrans Tags which map to Sage 50

Not all these tags/columns are needed. The table below lists the required and recommended:

Tag Name

Data Type

Description

Important Fields:

Sage50nom

Text Req

Returns `POSTED` if Trans line has been posted and will be ignored if `POSTED` (required). Also reports errors/warnings in data row

NoCRC

Text Req

Contains CRC number to help PostTrans detect changes in current row.

NoCode

Text 8 EOF Req

Department Code

NoName

Text 60 Req

Department Name

NoType^

Integer

Account Type Code
        In Cell Searching values:Nominal Code
                  1, Normal
                  2, Bank
                  4, Control

NoInactive

Yes/No-

Is Inactive
    Sage V24 2018 onwards

NoAuditRef

Text 20

Incomplete Records Reference

NoBal

Double

Balance

Balance:

NoBalBF

Double

Balance Brought Forward

NoBalMon1

Double

Balance Month 1

NoBalMon2

Double

Balance Month 2

NoBalMon3

Double

Balance Month 3

NoBalMon4

Double

Balance Month 4

NoBalMon5

Double

Balance Month 5

NoBalMon6

Double

Balance Month 6

NoBalMon7

Double

Balance Month 7

NoBalMon8

Double

Balance Month 8

NoBalMon9

Double

Balance Month 9

NoBalMon10

Double

Balance Month 10

NoBalMon11

Double

Balance Month 11

NoBalMon12

Double

Balance Month 12

NoBalFut

Double

Balance Future

Budget:

NoBudgetMon1

Double

Budget Month 1

NoBudgetMon2

Double

Budget Month 2

NoBudgetMon3

Double

Budget Month 3

NoBudgetMon4

Double

Budget Month 4

NoBudgetMon5

Double

Budget Month 5

NoBudgetMon6

Double

Budget Month 6

NoBudgetMon7

Double

Budget Month 7

NoBudgetMon8

Double

Budget Month 8

NoBudgetMon9

Double

Budget Month 9

NoBudgetMon10

Double

Budget Month 10

NoBudgetMon11

Double

Budget Month 11

NoBudgetMon12

Double

Budget Month 12

Credit:

NoCreditBF

Double

Credit Brought Forward

NoCreditMon1

Double

Credit Month 1

NoCreditMon2

Double

Credit Month 2

NoCreditMon3

Double

Credit Month 3

NoCreditMon4

Double

Credit Month 4

NoCreditMon5

Double

Credit Month 5

NoCreditMon6

Double

Credit Month 6

NoCreditMon7

Double

Credit Month 7

NoCreditMon8

Double

Credit Month 8

NoCreditMon9

Double

Credit Month 9

NoCreditMon10

Double

Credit Month 10

NoCreditMon11

Double

Credit Month 11

NoCreditMon12

Double

Credit Month 12

NoCreditFut

Double

Credit for Future

Debit:

NoDebitBF

Double

Debit Brought Forward

NoDebitMon1

Double

Debit Month 1

NoDebitMon2

Double

Debit Month 2

NoDebitMon3

Double

Debit Month 3

NoDebitMon4

Double

Debit Month 4

NoDebitMon5

Double

Debit Month 5

NoDebitMon6

Double

Debit Month 6

NoDebitMon7

Double

Debit Month 7

NoDebitMon8

Double

Debit Month 8

NoDebitMon9

Double

Debit Month 9

NoDebitMon10

Double

Debit Month 10

NoDebitMon11

Double

Debit Month 11

NoDebitMon12

Double

Debit Month 12

NoDebitFut

Double

Debit for Future

Prior Years:

NoPriYrMon1

Double

Prior Year 1 Month 1

NoPriYrMon2

Double

Prior Year 1 Month 2

NoPriYrMon3

Double

Prior Year 1 Month 3

NoPriYrMon4

Double

Prior Year 1 Month 4

NoPriYrMon5

Double

Prior Year 1 Month 5

NoPriYrMon6

Double

Prior Year 1 Month 6

NoPriYrMon7

Double

Prior Year 1 Month 7

NoPriYrMon8

Double

Prior Year 1 Month 8

NoPriYrMon9

Double

Prior Year 1 Month 9

NoPriYrMon10

Double

Prior Year 1 Month 10

NoPriYrMon11

Double

Prior Year 1 Month 11

NoPriYrMon12

Double

Prior Year 1 Month 12

NoPriYr2Mon1

Double

Prior Year 2 Month 1

NoPriYr2Mon2

Double

Prior Year 2 Month 2

NoPriYr2Mon3

Double

Prior Year 2 Month 3

NoPriYr2Mon4

Double

Prior Year 2 Month 4

NoPriYr2Mon5

Double

Prior Year 2 Month 5

NoPriYr2Mon6

Double

Prior Year 2 Month 6

NoPriYr2Mon7

Double

Prior Year 2 Month 7

NoPriYr2Mon8

Double

Prior Year 2 Month 8

NoPriYr2Mon9

Double

Prior Year 2 Month 9

NoPriYr2Mon10

Double

Prior Year 2 Month 10

NoPriYr2Mon11

Double

Prior Year 2 Month 11

NoPriYr2Mon12

Double

Prior Year 2 Month 12

NoPriYr3Mon1

Double

Prior Year 3 Month 1

NoPriYr3Mon2

Double

Prior Year 3 Month 2

NoPriYr3Mon3

Double

Prior Year 3 Month 3

NoPriYr3Mon4

Double

Prior Year 3 Month 4

NoPriYr3Mon5

Double

Prior Year 3 Month 5

NoPriYr3Mon6

Double

Prior Year 3 Month 6

NoPriYr3Mon7

Double

Prior Year 3 Month 7

NoPriYr3Mon8

Double

Prior Year 3 Month 8

NoPriYr3Mon9

Double

Prior Year 3 Month 9

NoPriYr3Mon10

Double

Prior Year 3 Month 10

NoPriYr3Mon11

Double

Prior Year 3 Month 11

NoPriYr3Mon12

Double

Prior Year 3 Month 12

NoPriYr4Mon1

Double

Prior Year 4 Month 1

NoPriYr4Mon2

Double

Prior Year 4 Month 2

NoPriYr4Mon3

Double

Prior Year 4 Month 3

NoPriYr4Mon4

Double

Prior Year 4 Month 4

NoPriYr4Mon5

Double

Prior Year 4 Month 5

NoPriYr4Mon6

Double

Prior Year 4 Month 6

NoPriYr4Mon7

Double

Prior Year 4 Month 7

NoPriYr4Mon8

Double

Prior Year 4 Month 8

NoPriYr4Mon9

Double

Prior Year 4 Month 9

NoPriYr4Mon10

Double

Prior Year 4 Month 10

NoPriYr4Mon11

Double

Prior Year 4 Month 11

NoPriYr4Mon12

Double

Prior Year 4 Month 12

NoPriYr5Mon1

Double

Prior Year 5 Month 1

NoPriYr5Mon2

Double

Prior Year 5 Month 2

NoPriYr5Mon3

Double

Prior Year 5 Month 3

NoPriYr5Mon4

Double

Prior Year 5 Month 4

NoPriYr5Mon5

Double

Prior Year 5 Month 5

NoPriYr5Mon6

Double

Prior Year 5 Month 6

NoPriYr5Mon7

Double

Prior Year 5 Month 7

NoPriYr5Mon8

Double

Prior Year 5 Month 8

NoPriYr5Mon9

Double

Prior Year 5 Month 9

NoPriYr5Mon10

Double

Prior Year 5 Month 10

NoPriYr5Mon11

Double

Prior Year 5 Month 11

NoPriYr5Mon12

Double

Prior Year 5 Month 12

Other:

NoQuickRatioFlg

Yes/No-

Quick Ratio Account Flag

Notes:

Memo

Memo

Nominal Notes


Req = Field is required    EOF = End of file, Stop when no more values    

With data type Yes/No fields, if cell starts with 'y' or 'Y' is taken as TRUE

Where ^ denotes a In Cell Code Search, delete ^ at end of tag, to turn off code search

All Text fields are trimmed (spaces before) by default. Add ' to the end of the tag name to stop this.


Related Example Sheets

You can easily access the example sheets by pressing Help button, on the PostTrans Toolbar to access these related examples, or downloading them from the links below.

To use the template, with Sage 50, install PostTrans. Download
Trial with Sage demo company. Purchase a month subscription for Live Sage Company. Price
Watch the On-line Training course on how to use and customise the templates.

Transaction Data - Nominal Journals:

 

Nominal Journal - 2 Col

Sheet:'Nominal 2 Col'
Nominal Journal with Credits and Debits
   Main page for Nominal Journal
   Help article for Nominal Journal

 

Nominal Journal - 1 Col

Sheet:'Nominal 1 Col'
Nominal Journal with Single Credit/Debit Column
   Help article for Nominal Journal - 1 Col

 

Nominal - Contra

Sheet:'Contra'
Total to contra nominal account
   Main page for VAT Nominal Journal

 

Nominal - VAT

Sheet:'NOM with VAT'
Calculates VAT on a nominal and posts to VAT control account, plus total to contra account
   Main page for VAT Nominal Journal

 

Manual VAT

Sheet:'Manual VAT'
Manual VAT on a order
   Main page for VAT on Transactions

 

Nominal Codes

Sheet:'Nominal Codes'
Add/update Nominal Codes