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 >> User Management >> Users" 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, including 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.

Download for Sage 50 V17 2011 onwards

Download for Sage 50 V30 2025 onwards

For 64-bit Excel and Sage 50 only

Or for Hosted or Large shared networks

Install for Remote Desktop Servers/Large Networks

For 64-bit Excel and Sage 50 only

3) 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.

4) 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

To purchase PostTrans, simply press the Setup button on the PostTrans toolbar. Then on the bottom right of this window press View your Accounts and Billing. This will take you to a page to purchase or cancel PostTrans subscriptions.

5) 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.

1. 30/07/2026PostTran50Version 34.0.0V34

   • 34.0.0 Version for Sage V34
   • Took out the trigger for 64 bit installation New upgrade routine

2. 02/07/2026PostTran50Version 33.0.1BETA: Upgrade manager

   • Took out the trigger for 64 bit installation
   • 202607022009 Add upgrade manager

3. 15/12/2025PostTran50Version 33.0.0Release for Sage 50 V32

   • For Sage 50 V33

4. 20/05/2025PostTran50Version 32.0.2Release for Sage 50 V32

   • For Sage 50 V32 on request

5. 12/12/2024PostTran50Version 31.0.0

   • Version for Sage 50 V31
   • 202409171709 Set Service/Product type on post
   • 202409171708 import SQI new type
   • 202403200836 '64 bit com Sage 50 v30

6. 12/12/2024PostTran50Version 30.0.0

   • Version for V31
   • 202409171709 Set Service/Product type on post
   • 202409171708 import SQI new type
   • 202403200836 '64 bit com Sage 50 v30

7. 12/03/2024PostTran50Version 30.0.0

   • 30.0.0 for Sage 50 V30
   • 202403121527 Added Company Name to Receipt extract

8. 07/07/2023PostTran50Version 29.0.6

   • Flg_isTransactionPost gets reset on every transaction
   • Better waring if posting zero value item line on PI,SI,PC,SC, etc. As it not allowed
   • 202307041240 SIA/PI Nett should be * Qty
   • 202307031022 - Cust Ref did not work
   • 202304201531 Recipt matching now skips errors 29.0.3

9. 10/02/2023PostTran50Version 29.0.1

   • 202302101217 29.0.1 Addedd new Sage 2023 fields
   • 202302101317 Set printing to OFF be default
   • 202302101417 Automatically runs the 64b it code install

10. 07/02/2023PostTran50Version 29.0.0

    • New version for Sage 50 2023
    • 202302011000 - Refresh license if gone to portal automatiaclly

11. 19/12/2022PostTran50Version 28.0.23

    • Tag properties window enhancement

12. 11/12/2022PostTran50Version 28.0.22

    • 202211281000 - Edit lines - Tag window alteration
    • 202212061454 - Added Customer/Supplier delivery addresses import/edit
    • 202212021006 Include S1,2,3 in stock search

13. 16/11/2022PostTran50Version 28.0.20

    • Upgraded Addin Express

14. 29/09/2022PostTran50Version 28.0.19

    • Better feed back when geting a list on BOM,Cust,Supp and Products
    • 202209291625 Vat rate was rounded up in certain circumstances

15. 31/08/2022PostTran50Version 28.0.17

    • Better feed back when geting a list on BOM,Cust,Supp and Products '202208301508 Add ability to get discount matrix entries by stock list
    • 202208301355 Price list did not extract from a list of codes. Added
    • 2022083013232 filter price list extraction by stock codes
    • 202208311258 Non cash accounting could not post receipts to allocate
    • 202208302100 Speed up the writing of outstand trans
    • 202208301553 Massive speed increase in reading outstanding transaction when matching
    • 202208301453 Memory releases
    • 202208301353 More changes for Euro version of PostTrans
    • 202208291025 When importing will skip filtered rows if applied
    • 202208291125 Occasional error for one customer when extracting the Large Price matrix - Excel may be busy and gives an exception
    • 202208291225 Transaction Header should default to account currency when not pro version. For Euro versions of Sage 50

16. 28/07/2022PostTran50Version 28.0.8

    • 202207271155 Euro version with home currency of 2 required PRO version. Fixed
    • 202205201024 29.0.4 Could not update THCustRef on SSI - Fixed
    • 20220702 Failed to reset THCustRef and THCustRef2 if blank on multi line Trans import
    • 29.0.6 On Euro system said needed PRO version for multi-currency - Fixed

17. 21/02/2022PostTran50Version 28.0.3

    • V28.0.3
    • added Sage.Reporting.Engine.Integration.dll to install since v28 no longer includes this file
    • Causing failed installs on new machines <br Improved message about firewall if a problem <br Added reset registration to Setup window

18. 09/11/2021PostTran50Version 28.0.1

    • V28 2022
    • V27.0.24 Could not select Salesw VAT control account from lookup -Fixed

19. 12/10/2021PostTran50Version 27.0.13

    • 20210826 copy back registration details back to common directory
    • 202108261200 Send common network patht to server
    • 202110121552 VAT Nominal rejected if VAT Calc gave more that 2 DP. -Fixed

20. 20/08/2021PostTran50Version 27.0.7

    • 202012231333 - Nominal gave a strange error if did not balance due to more than 2 dp figures
    • 202012240717 - Sage50priceListPrice added PrProdCostDisc
    • 202101231229 - Added GO/GI
    • added fields TLTransRef and TLTransRefType fro GI/GO
    • added TLLocation
    • 20210820 - Get network directory from Clinet Install

21. 07/12/2020PostTran50Version 27.0.6

    • 202012071310 Select different companies
    • Added option 'Options >> Clear Cached Data' in [Setup]

22. 23/11/2020PostTran50Version 27.0.4

    • Added PA Payment on allocation

23. 23/11/2020PostTran50Version 27.0.3

    • 202011211731 - Fix error where it does not know the correct Row numbers, all 0, which causes all sorts of problems

24. 12/11/2020PostTran50Version 27.0.2

    • 202011121711 - For some reason required Boolen to be filled in. Fixed

25. 11/11/2020PostTran50Version 27.0.1

    • Added Promo code stuff

26. 06/11/2020PostTran50Version 27.0.0

    • Cound not update Country of Origin or Import Com Desc
    • Compiled for V27

27. 06/08/2020PostTran50Version 17.0.103

    • Added a Support Button 101
    • Export Invoice No when extracting Outstanding Invoices

28. 11/06/2020PostTran50Version 17.0.100

    • THImportFullName has been exctended to 500 chars
    • Paul Unsworth- AMACOR
    • Found abug in displaying Delivery address

29. 27/01/2020PostTran50Version 17.0.98

    • Fix to all boolean values

30. 09/01/2020PostTran50Version 17.0.97

    • Added tag TLForceNewTrans to Trans,Nom and Adj
    • Alterewd BP to allow multiple lines

31. 08/01/2020PostTran50Version 17.0.96

    • 17.0.96 Payments and reciepts post single lines now.

32. 30/12/2019PostTran50Version 17.0.95

    • 201912301218 Replace header tags if already added

33. 18/12/2019PostTran50Version 17.0.94

    • 201912171031 Now creates program icons if not installed through normal Installer
    • Can now define a network folder to coordinate network upgrades
    • A few other minor improvements for manging installation on citrix All examples in xlsx format

34. 02/12/2019PostTran50Version 17.0.86

    • 201911210933 File import multiple files at once
    • 17.0.86 Did not look up default VAT code if no stock item, and “Use default…” not ticked - Fixed

35. 13/11/2019PostTran50Version 17.0.85

    • BP,Bank Payment,BR,Bank Receipt,CP,Cash Payment,CR,Cash Receipt,VP,Visa Credit Payment,VR,Visa Credit Receipts,SCAT,Sales Credit Audit Trail

36. 12/11/2019PostTran50Version 17.0.84

    • Import SA, SR and PR transactions

37. 11/11/2019PostTran50Version 17.0.83

    • Drag and Drop for tags between tag row and Header '201911052120
    • When importing Transaction acept TLDesc or TLProduct as EOF '201911071107
    • A few improvements to ADJ
    • 201911081222 SI payment allocation to SR

38. 19/09/2019PostTran50Version 17.0.81

    • 17.0.81 fixed error Error 1 index specified for retrival when posting a PI

39. 09/09/2019PostTran50Version 17.0.80

    • Compatible with Sage V26

40. 23/08/2019PostTran50Version 17.0.77

    • Fixed bug where the Assembly level was wrong after BOM Import

41. 16/08/2019PostTran50Version 17.0.76

    • Enabled basic version of Sage 50

42. 18/07/2019PostTran50Version 17.0.75

    • Added the ability to set 'Taken By'

43. 12/07/2019PostTran50Version 17.0.74

    • Added the ability to set date and ref on each line of Product adjustment

44. 04/07/2019PostTran50Version 17.0.73

    • Improved the [Clear] button. Now copies down top 10000 lines or to end of sheet, which ever is the larger

45. 21/06/2019PostTran50Version 17.0.72

    • Made Option 'Post discount as diff Standard price-TLUnitPrice' off by default
    • as confused customers
    • Extended Price Matrix DP round ing to 6dp

46. 17/06/2019PostTran50Version 17.0.71

    • Bank : Extract showed the currency one out
    • BOM : Could not search for a parent code unless was already a BOM. Fixed
    • 201906041526 Did not allocate SR to SO if in currency
    • 201906171226 Did not post VAT journals fixed
    • 201906171355 Manual Match of recipts need to set Tax code on Sr to same as Simply

47. 03/06/2019PostTran50Version 17.0.70

    • 201905301535
    • BOM's: when searching for BOM with code longer than 8 chars did not work
    • First BOM item did not have product description in PbParentCode
    • On specific site returned INVALID parent records. Made ignore blank primary key values
    • Used to lookup BOM Descripotion, even though has already loaded it. Now uses current record
    • Setup:Extened the size of defined company codes
    • Recipts: Better explaination of error when posting recipts to differeing currencies
    • Now only extracts outstanding records for same currency as selected bank account
    • Posts in Forieng currency
    • If rounding erro then compensate
    • Standard Prices: When import set to 2 dp by deafult
    • If importing SI to currency account added tax if not specified not to
    • If slow to update, 250 milli secs, takes use to page on how to imrove speed RE-INDEX

48. 03/04/2019PostTran50Version 17.0.69

    • Bug where if Stock has no Stock categories, - extract is really slow, since tries to read 1000 categories which are empty, over and over again,

49. 04/03/2019PostTran50Version 17.0.68

    • Restricted PRO tags

50. 26/11/2018PostTran50Version 17.0.68

    • Tag Properties window added

51. 08/11/2018PostTran50Version 17.0.66

    • New import with payments example and changes around this functionality to simply

52. 30/10/2018PostTran50Version 17.0.65

    • Fixed a bug in supplier BACS setting

53. 28/10/2018PostTran50Version 17.0.63

    • New Function tag PrNewInStk column in products fro stock take
    • Added new example for Stock Take
    • Add a switch 'Stock Take:Only read PrNewInStk tag value'

54. 26/10/2018PostTran50Version 17.0.62

    • Bom fix

55. 25/10/2018PostTran50Version 17.0.61

    • Supplier Prices now create parent record on the fly
    • Many other minor improvements

56. 23/10/2018PostTran50Version 17.0.60

    • Uses new print object V24 onwards

57. 10/10/2018PostTran50Version 17.0.59

    • Can now reset registration password from application

58. 08/10/2018PostTran50Version 17.0.58

    • For sage V2019

59. 26/09/2018PostTran50Version 17.0.57

    • Fixed a bug in receipt allocation where did not work if the Trans did not match the spit record number
    • Journals now return the trans number

60. 30/08/2018PostTran50Version 17.0.56

    • Fetch outstanding transaction ignores deleted transactions
    • Treats Invoice Ref as string. Before Long number

61. 14/08/2018PostTran50Version 17.0.55

    • Unhide TLExterRef on Noms

62. 14/08/2018PostTran50Version 17.0.54

    • Added an option to allow code to activate the import without messages poping up

63. 18/07/2018PostTran50Version 17.0.53

    • Improvement in Password retention

64. 09/07/2018PostTran50Version 17.0.52

    • Posting Product adjustment zero'd the Cost Price, because no cost specified
    • Better warning on Data Loss if tag added to sheet

65. 29/05/2018PostTran50Version 17.0.51

    • Added 'THPrintEmail' and 'THPrintNoCopies' tags to allow auto e-mail and print after import

66. 09/02/2018PostTran50Version 17.0.50

    • Bank account Import fixes

67. 07/02/2018PostTran50Version 17.0.49

    • Added Import Bank Accounts
    • All Text fileds are trimmed by default, Add ' to the end of the tag name to stop this

68. 01/02/2018PostTran50Version 17.0.48

    • New Nominal Codes example
    • Bug fixes when updating Nominal Codes
    • New - Multi-posting functionality, see
    • Formats all text columns as text when adding to template
    • Already in use message improved
    • Negative item line
    • Nominal Account update on web site
    • Project import added

69. 04/01/2018PostTran50Version 17.0.47

    • Few bug fixes and improvements

70. 11/12/2017PostTran50Version 17.0.46

    • Included the forms .dll

71. 05/10/2017PostTran50Version 17.0.45

    • Did not switch company if sheet was changed - 20171005092457
    • Validates negative values on all lines and rejects (Because Sage do not allow IS_NEGATIVE_LINE to be set, and thus PostTrans cannot handle negative lines on Invoices. For Christ sake Sage)
    • Validate if Nominal specified, when Fund Specified
    • Added a Contra fund tag for Contra Journals

72. 03/10/2017PostTran50Version 17.0.39

    • Alterations to the way discount is handled if account already has discount

73. 03/10/2017PostTran50Version 17.0.38

    • Shows company name in Import/Extract better
    • Added Charity example
    • Added Fund ID to SI/PI and Nominal import

74. 25/08/2017PostTran50Version 17.0.36

    • Added functionality for remote purchase orders from multiple suppliers

75. 24/08/2017PostTran50Version 17.0.35

    • Better error logging Sage 2018 enabled

76. 10/08/2017PostTran50Version 17.0.34

    • Added new switch to stop getting customer discount when selecting Product
    • PIA fixed Qty calc

77. 29/07/2017PostTran50Version 17.0.31

    • Improments to open account screen Chain posting

78. 12/07/2017PostTran50Version 17.0.29

    • Fix Could not import new supplier price list

79. 13/06/2017PostTran50Version 17.0.28

    • Added Tags to work transaction value back from Inclusive VAT
    • Added Tags to add additional lines to transaction

80. 09/06/2017PostTran50Version 17.0.27

    • 20170530121349 Option to update Ledger when posting to Invoices/Credits
    • Can now add 4 extra stock items specified on each line for sundry items
    • Did not post to default Sales GL is certain obscure instances
    • 20170607162752 PIA adjustment
    • 20170608093542 Fix rounding Problems with extra line 56
    • Added new Special Prices example
    • Added new Assets example
    • Added new File import example to show add lines, payment and rounding
    • Added Search columns on Customer, Supplier, Price, Product, BOM and project sheet
    • THNetDiscount now is the sum of values in lines

81. 31/05/2017PostTran50Version 17.0.26

    • The ablility to update ledger automatically after posting Invoices

82. 25/05/2017PostTran50Version 17.0.24

    • Added THOrderNo
    • Did not set Due Date if not specified
    • New File import example

83. 24/05/2017PostTran50Version 17.0.23

    • Slight speed increases
    • Better file import example

84. 23/05/2017PostTran50Version 17.0.22

    • Speed improvement in registration system
    • AutoComplete only gets turned off in In-CellSearching columns
    • Fixed bug where extra lines on order did not have correct Line date
    • Manual Tax and currency fixes
    • Tried to import blank transaction if all posted on sheet, when importing multiple transactions in rows
    • Allowed Extract with no License

85. 06/05/2017PostTran50Version 17.0.21

    • UI improvements

86. 27/04/2017PostTran50Version 17.0.18

    • Added the ability to delete a Price list at the top level if all child prices have been deleted first

87. 27/04/2017PostTran50Version 17.0.17

    • Registration bug fix

88. 25/04/2017PostTran50Version 17.0.16

    • Speed improvements
    • Improvement to Login window to help reduce confusion

89. 19/04/2017PostTran50Version 17.0.15

    • Fixed IN-Cell Searching not working due to changes in License routine

90. 07/04/2017PostTran50Version 17.0.14

    • Fixed an issue where the Database was closed while extracting data

91. 03/04/2017PostTran50Version 17.0.13

    • Supports 64 bit Excel

92. 29/03/2017PostTran50Version 17.0.7

    • Speed improvements with registration.

93. 27/02/2017PostTran50Version 17.0.5

    • BOM import did not like stock items with no ', Description'
    • Opening new Product template crash

94. 01/02/2017PostTran50Version 17.0.4

    • Bug fix when importing Prices with markup was defaulting to add 2 to the value

95. 17/01/2017PostTran50Version 17.0.2

    • Improvements in Help in examples + Sage 50 2017

96. 11/09/2016PostTran50Version 16.0.22

    • Full eval 12/12/2016
    • Sales Receipts
    • User list on log in
    • Load of bug fixes '201609120742 Took out network folder and started sub scription based

97. 25/08/2016PostTran50Version 16.0.19

    • PI and PC added, with all fields
    • Shows split number on leger properly, and returns correct no after post PI/PC
    • Show tags in tag window
    • Transaction browser
    • Currency fixed

98. 23/08/2016PostTran50Version 16.0.15

    • Added PI as an import
    • Added Job costing
    • If unit price<>0 and Qty =0 then Qty=1 Currency bugs killed

99. 22/04/2016PostTran50Version 16.0.13SSI

    • New Adx Loader. Works with Sage 50 2011 onwards

100. 07/04/2016PostTran50Version 16.0.12SSI

     • Added module restrictions

101. 18/03/2016PostTran50Version 16.0.11SSI

     • More bug fixes and examples

102. 04/03/2016PostTran50Version 16.0.10SSI

     • More bug fixes and examples

103. 03/03/2016PostTran50Version 16.0.8SSI

     • A lot of work on BOM

104. 19/02/2016PostTran50Version 16.0.6SSI

     • Cursor Path fix

105. 06/02/2016PostTran50Version 16.0.3SSI

     • More demo examples

106. 04/01/2016PostTran50Version 16.0.2SSI

     • Added Sales Service Credit Notes and Credit Notes

107. 31/12/2015PostTran50Version 16.0.1SSI

     • Added Sales Service invoices