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Number: 2969416
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Adept Computer Support Ltd

Adept Sage 50 Transaction CSV Import

This program will import Transactions into the Sage 50 Audit Trail from a CSV file. You may have noticed that the standard transaction import in Sage 50 creates a new header for every split. Our program will group together like transactions as multiple splits under a single header in the same way that Sage 50's batch entry screens do. This program can also import Project Codes, Cost Codes, Disputed Reason, Due Date, Charity Fund Numbers and Gift Aid flags.

  • Correctly creates a single header with multiple splits for invoices and other grouped transactions.
  • The CSV file contents are displayed, along with any error messages, before the import takes place.
  • The first line of the CSV file may optionally contain column headings.
  • The CSV file format is based on Sage's standard CSV file layout with the addition of extra columns for the additional functionality.
  • Will import SR and PP transactions with automatic allocation by invoice number.
  • New configuration options allow SR and PP transactions to be allocated using a reference held in any of the invoice's reference or detail fields.
  • Trigger the automatic allocation of any transactions using dummy transaction types SM and PM.
  • Import a Bank Transfer using dummy transaction type BT.
  • Import eBanking payment types PP and PA by putting (BACS) in the reference.New
  • Import Charity Donations using dummy transaction types BD, CD and DN.New
  • Automatically set Gift Aid and Small Donation flags on Donations.New
  • Import Invoice and Payment together using dummy transaction types SB and PB.New
  • Payments for consecutive SB or PB transactions are grouped into one SR or PR when the Payment Ref and other header fields are the same.New
  • Optionally create a new Customer or Supplier record if the Account Reference is not found.
  • Optionally move the CSV file to an Archive folder after it has been successfully imported.
  • Optionally monitor a specified folder for new CSV files and import them automatically.
  • In a multi company Sage environment the company that each transaction should be loaded into can be specified in the CSV file.
  • You do not have to log other users out of Sage while using this importer.
  • The program can be run from a button in Sage 50 (dependant on Sage version).
  • Licensed for use on as many of your company's computers as you like.
  • Compatible with all versions of Sage 50 from version 8 to version 27 (Sage 50cloud).
  • Compatible with Sage Instant and Sage Instant Plus versions 15 and higher.
  • Only £150.00 + VAT for a company wide licence. N.B. A 20% annual renewal fee applies.
  • Thirty day free trial version limited to ten CSV file rows only.

Free 30 Day Trial

The Adept Transaction CSV Import in action

Transaction CSV Import

Transaction CSV Import