PostTrans uses the Sage 200 permissions of the logged in user, thus in order to edit customer records, the user would need permission to edit customer records in Sage 200.

Steps to Install PostTrans for Sage 200:

1) Download and Install 

Simply download PostTrans for Sage 200 On Premise or Sage 200 Online Extra (Sage 200 "Standard" not supported)

Run the following install program, logged in as user who is going to use PostTrans, no admin rights are needed.:

Download for Sage 200 2015 onward 

Logged in as user who is going to use PostTrans.  No admin rights are needed.  PostTrans is installed on a per user basis.

Or for Hosted or Large shared networks

Install for Remote Desktop Servers/Large Networks

2) Test the program

1. Open Excel and you will find a new "PostTrans 200" tab.  
2. Press the Help button on the PostTrans toolbar (see below), and select the first example sheet in the list.  
3. Press Extract to extract some data from demo company
4. Edit one record slightly
5. Press Import button. 
6. If used for the first time on the network, PostTrans will ask for you company name, please enter sensible data.
7. You may need to press Import again if need be.
8. The edited record will then have been updated in Sage.
9. Press Extract again to extract data and your change should be shown, if so all works fine.

3) Evaluate, Purchase and Unlock

PostTrans will work fully with the Sage 200 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 200 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.

4) MS SQL Connection

Optional: If you have a need to Extract/Amend/Create Customer Contact Data see “MS SQL Connection” below

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 200 Product Demo for a complete overview on PostTrans for Sage 50.

Online Training: see the online training page for a complete training on PostTrans.

MS SQL Connection (Optional)

By connections to the MS SQL database directly, when extracting data Customer Contact & Roles data, we have a 30% increase in speed.  We use a direct READ ONLY MS SQL connection for maximum efficiency.  If access to this data is need simply open the system setup, using the [Setup] button on the PostTrans toolbar.

Then press Connect to MS SQL DB button and enter username and password of MS SQL user.  This is then retained for the whole instillation, so should only need to be done once.Installation Questions

 Video on how to install PostTrans for Sage Line 50/200

The following video shows how to install PostTrans for Sage Line 50, but Sage Line 200 is almost identical except you don't need to create separate user logins for PostTrans.

1. 15/08/2026PostTran200Version 17.1.132Release

   • 17.1.131
   • 202507110415 wrong tax code if using add tax code on journals
   • 202606120903 added TLPartRef
   • Set Part ref to default to supplier code
   • Added tag 2221 TLPartRef
   • TLReqDelDate did not populate on a PO
   • New upgrade routine

2. 12/05/2025PostTran200Version 17.1.128Release

   • 202505120123 Some projects give 'Direct Delivery Address' button, gave option to ignore
   • did not import SO with Projectes fixed

3. 03/04/2025PostTran200Version 17.1.128

   • 202504011259 Import and match off SR transactions (not released on site)

4. 28/03/2025PostTran200Version 17.1.126RELEASE

   • 17.1.126
   • 202503270955 Set limited price bands, could not add prices
   • 202503270844 Nom journal posting Additional Analysis codes TLAnalCode
   • 20250326049 Nominal THRef in header overides the narative on a nominal journal
   • 17.1.125
   • 20250217 Delivery address could not be set, needs xml file as well

5. 24/01/2025PostTran200Version 17.1.124

   • 20250124 fixed Stock extract problem on stock ADJ
   • 20250123 Filtered out locations without descriptions
   • Relaxed GL validation on transactions

6. 17/05/2024PostTran200Version 17.1.122

   • BOM to update Operation run times

7. 15/05/2023PostTran200Version 17.1.119

   • 202304291027 Added SPOA - Payment on account + Simplified conformation + example
   • SR does not show VAT in conformation window which was misleading.
   • 202304271357 TLRcRef should be 20 chars sage 200 documentation wrong.
   • StCommodity code changed 20 16 chars
   • Receipt Ref is no 16 chars
   • 202304201531 Receipt matching now skips errors
   • 202304201654 Copy/Edit is now Pro Version
   • 202302011000 - Refresh license if gone to portal automatically.
   • 202302101317 Set printing to OFF by default

8. 19/12/2022PostTran200Version 17.1.114

   • Tag properties window enhancement

9. 14/12/2022PostTran200Version 17.1.113

   • New Feature: Edit and Copy transactions
   • 202212050900 'ANALLINE lookup changed for Editing transaction
   • 202212020513 - Did not lookup parent values on certain lookups required for new edit format
   • 202211291200 - Edit lines CRC changes
   • 202211281000 - Edit lines - Tag window alteration
   • 202209112010 Did not import SI if no stock was specified, trying to get default NOm form null stock record
   • 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
   • when extracting the stock did not extract Supplier Part no StSuppStkCode1-5 - fixed

10. 27/06/2022PostTran200Version 17.1.106

    • When posting SIM/SO if custref2 set to 20 chars
    • 202206081035 Could allocate two transacstion to one invoice, over allocationm, when posting recipts Fix
    • 202205261541 Exception when finished importing Version controled BOM

11. 25/05/2022PostTran200Version 17.1.104

    • 202205241551 Add tag THBankAcc to set back account
    • moveMentObj.CostPrice = 0.00001D
    • can set THPayMethod in header of transaction and lines
    • THPayMethod set to max 20 chars, was 30 which was wrong

12. 23/05/2022PostTran200Version 17.1.104

    • Could not write off full stock from batch - fixed
    • 202205201213 set costPrice to zero if ERROR:Sage200:Cannot set the value of the Field (.CostValue) to -0.0000066355
    • 202205221326 Added double click to Stock, Batch and BIN code columns to show levels
    • Set expense lines date

13. 10/05/2022PostTran200Version 17.1.102

    • 202204200935 - Log Cost price problem for SipSmith
    • DebugProblem_Flg 'Turned on when DebugProblem.flg is present
    • If DebugProblem_Flg Then logDebugProblem_Flg(' ')
    • 202204051045 Sage200TransAdj ability to create bins with tag TLBinSetAllocP and TLBinSetPrim to set the priority on creation (turned on in settings)
    • Sage200TransAdj ability to create batches on the fly
    • 202204051045 Sage200Trans PIA/POR ability to create bins with tag TLBinSetAllocP 233 and TLBinSetPrim 234 to set the priority on creation (turned on in settings)
    • Sage200Trans PIA/POR ability to create batches on the fly
    • 202205061252 Switch to add batches on the fly
    • more SipSmith work

14. 08/04/2022PostTran200Version 17.1.98

    • 202204061159 - Cannot set TLAnal1-20 - Fixed TLAnal1-20 on Stock ADJ,SO/PO
    • In setup added menu option ‘View >> Analysis codes’, which lists all values
    • 202204071109 - Posting a Stock Adjustment now moves cursor while processing to give better feed back
    • 202204071226 Stock Adjustment in now uses a Decimal type as opposed to Double to overcome type conversion problem
    • When posting long transactions, slight speed increase - Moves sheet every 10 lines instead of every
    • 202204061252 - Excepetions when all is posted and tries to show summary of nothing
    • 17.1.97
    • 202203301204 - Got last cost MARKER - Search for this
    • Error setting last cost to -0.0000025000

15. 10/03/2022PostTran200Version 17.1.96

    • Cannot post Revenue adjustments because new validation has broken it - Fixed

16. 09/02/2022PostTran200Version 17.1.95

    • Rewrite of Project Expense import
    • '202201271313 - Reported invalid write off category if specified on header
    • 17.1.93
    • 20220101254 - Added better validation to batch items when adjusting stock
    • 202001271148 - Error when drilling down into stock location if default location tag not in sheet
    • 17.1.92
    • Added extra description when posting to tell user where to expect the data in Sage 200
    • 202201251141 - Default to home currency if not specified on Expense import
    • 202201251700 - Manual Tax, if Unit Based is set could not be set

17. 11/01/2022PostTran200Version 17.1.91

    • When WO stock, error in a row was repeated in subsequent rows. Hence missleading. Fixed

18. 15/12/2021PostTran200Version 17.1.90

    • 202112131748 Nom not set on Freetype SOP Items - Fixed
    • Added TLReqDelDate and THPromDelDate
    • 20211215121138 - Failed to set .PromisedDeliveryDate - Moved to after add

19. 27/11/2021PostTran200Version 17.1.89

    • 202111131149 - Filter out closed Project Items at contract level
    • 202111182029 Tax overide on expenses
    • 202111261254 Should default to StockGL if need be
    • Improved message about firewall if a problem
    • Added reset registration to Setup window

20. 11/11/2021PostTran200Version 17.1.87

    • 202111091453 Cost Adjustment with nominals

21. 28/10/2021PostTran200Version 17.1.86

    • Stock - Fixed a problem when creating 'Unspecified' stock and location 202108231600
    • Added StCreateList
    • 20210826 copy back registration details back to common directory
    • 202108261200 Send common network patht to server
    • added tag StCreateList to stock list
    • StComodCode changed to 10 chars
    • 202110121251 - Additoonal charge did not work
    • 202110281139 'SbBought caused a type error fixed

22. 23/08/2021PostTran200Version 17.1.82

    • Stock - Fixed a problem when creating 'Unspecified' stock and location 202108231600

23. 20/08/2021PostTran200Version 17.1.81

    • 202107061649 - Due date fix
    • 20210820 - Get network directory from Clinet Install

24. 14/06/2021PostTran200Version 17.1.79

    • Exception when importing POB due to authorisation flag being set

25. 08/06/2021PostTran200Version 17.1.78

    • 202102061251 - Lookup related in row 3
    • Stock locations did not load HOME if had no Description fixed - uses code
    • Putting TLExcCur failed in lines Fixed
    • .75 changed allocate reciept to oldest debt on account
    • Several problems on Supplier import fixed
    • 202106081114 added bin.UnconfirmedQtyInStock to in Qty figure

26. 01/02/2021PostTran200Version 17.1.72

    • Added ability to create multiple Stock location using tags StCreateLoc2...5 '2021012916210

27. 26/01/2021PostTran200Version 17.1.71

    • Allowed WO Cat and THRef values to be expressed in lines

28. 08/12/2020PostTran200Version 17.1.70

    • 202012081123 When updating bulk stock description, warning could not be dismissed - Fixed
    • 202012081124 Added the ablility to edit BOM operation 'Qty per run', plus all other Operation variables
    • 202012081125 BOM Analysis code lookup added

29. 07/12/2020PostTran200Version 17.1.69

    • 202011011027 'New Switch - Create Warehouse rec for stock if need be
    • Added better validation for Nominal validation 'Allowed to post Journals'
    • Added a Clear Cache option
    • Extracting - Stock now put prefured supplier in first column
    • 20201241342 Can now ignore the nagging about not enough columns defined to store the supplier
    • 202012071207 Cosmetic - On single currency system - shows #INVALID currency in summary , as it is never set in Customer/Supplier record by Sage 200
    • 202012071310 Select different companies if searching in a sheet with THBefSWCompany tag to change company in rows.

30. 30/11/2020PostTran200Version 17.1.67

    • 202011311205 - Cannot post PI in non location company when Location did match HOME Fixed
    • Cashbook finished

31. 28/11/2020PostTran200Version 17.1.66

    • 202011211731 - Fix error where it does not know the correct Row numbers, all 0, which causes all sorts of problems
    • 202011271225 - Nominal Report Category extracted wrong, and caused other errors if had char in coding
    • added new example - NOM Journal Multi Company
    • 202011271325 - Cash book Payments and Receipts
    • added new example - Cashbook

32. 20/11/2020PostTran200Version 17.1.65

    • 202011181243 - Extras module license Will now share stock import function with PRO MANandPro
    • Stock import did not create all associated itmes when first created. Fixed
    • 202011181330 - does not create analysis codes on new stock items. Fixed
    • Stock Analysis in cell searching did not work. Fixed
    • Validates location on SO/PO lines with better feed back
    • On POR summary showed VAT on xero rated supplier, but imported OK. Fixed
    • Can now drill down to leger by double clcik on account code = shows account details
    • Transaction import - Now only stock coded is needed. Description not needed

33. 17/11/2020PostTran200Version 17.1.64

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

34. 27/09/2020PostTran200Version 17.1.63

    • 202009271046 Would not post Transable items if not Batch number given on tracable items

35. 08/09/2020PostTran200Version 17.1.61

    • 202008271543 Crash on posting POR, cause is sales Side
    • 202009021351 - SO/PO rounding to 5dp

36. 06/08/2020PostTran200Version 17.1.60

    • 59 Could not updated Analysis fields and Spare on SOP header fixed
    • 60 Could not update contacts

37. 15/07/2020PostTran200Version 17.1.57

    • THImportFullName has been exctended to 500 chars
    • Set Qty to 2dp
    • Fix Invoice/order delivery date could not be in Past
    • Overide stock name '202007151200 on SI,SO,PO

38. 03/04/2020PostTran200Version 17.1.56

    • Rounds off the TLUnitPrice when importing to 2dp
    • All lot of work to make it show potential rounding errors to the user
    • and adjust up and down if poosted to financials
    • Added a new tag THRoundTo fro SI/SC/PI/PC
    • 202003260959 Show rounding errors - Stickyeyes case [Ref:EC1L0215]
    • Fixed bug when posting reversing journals

39. 09/03/2020PostTran200Version 17.1.54

    • Added new transaction types SIM and SCM to post to Invoice module
    • 20200309 Failsworth Bin Stock movemenets improvement

40. 22/01/2020PostTran200Version 17.1.53

    • Network installation improvments

41. 21/01/2020PostTran200Version 17.1.49

    • Allow posting to closed periods.

42. 18/01/2020PostTran200Version 17.1.48

    • Now shows default delivery address at top of the list and all other delivery Address below
    • If only one default address then selects it automatically without selection
    • If no Default Address then lists InvoiceTo at top and all other delivery Address below that
    • If no Delivery Addresses then clears delivery address and hence uses the invoice address
    • Fixed the additional charge

43. 14/01/2020PostTran200Version 17.1.47

    • Added tag TLForceNewTrans to Trans, ProjAdj, Nom and Adj
    • Added tags AcLineDisc/AcInvoiceDisc to update after selecting account
    • Added new tag THPostalName
    • When the search for an account and displays Delivery addresses,
    • now shows default address on first line of search box and clears delivery address if default address is selected

44. 05/01/2020PostTran200Version 17.1.46

    • Better notification about posting Costing ADJ to VAT and display in summary
    • Replace header tags if already added

45. 22/12/2019PostTran200Version 17.1.45

    • Came up with Promised date cannot be in past for invoices in certain sinaro. Now only does this validation for Orders
    • Could not overide the nominal posting on a Project line '201912221607
    • If no nom specified on a Project line then should go to default GL. DOes but did not show correct in summary All examples in xlsx format

46. 18/12/2019PostTran200Version 17.1.43

    • 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

47. 16/12/2019PostTran200Version 17.1.41

    • Allowed posting PI to Balance sheet items
    • Cost Adj did not explain properly when Projectitem is invalid. Improved
    • PI fails to post if Job codes are added with same Nominal codes on 2 or more lines

48. 09/12/2019PostTran200Version 17.1.40

    • Added Cr/Db column format
    • Added TLDetailsOvr column which completely overrides description
    • Bugfix if nominal not set in the column but not specified then did not look up default fixed
    • Added THUseJrNum to tick use Nominal Num in reference and returned to the sheet after posting
    • Expenses sheet gave compile error if component missing

49. 15/11/2019PostTran200Version 17.1.39

    • Drag and Drop for tags between tag row and Header '201911052120
    • When importing Transaction acept TLDesc or TLStock as EOF '201911071107
    • A few improvements to ADJ
    • Post Sales Receipts
    • Post Sales Invoice with alloocated Receipts

50. 25/10/2019PostTran200Version 17.1.38

    • Stoped ProjAdj applying uplift.

51. 23/10/2019PostTran200Version 17.1.37

    • PI/SI Narrative missing on Project postings + VAT Analysis
    • PI/SI Reference being truncated
    • Added a VAT anaysis screen to Program before posting Transactions
    • Project Adj shows Nominal analysis before posting

52. 07/10/2019PostTran200Version 17.1.34

    • Posting Nominals Conformation did not show correct posting location fixed
    • 201906191236 Doubled up transaction lines if on credit hold caused an exception
    • Improved the [Clear] button. Now copies down top 10000 lines or to end of sheet, whichever is the larger
    • Better info when fails to post a line. Now lists row No and Stock code.
    • Many minor improvements
    • Can now handle Batches and serial no's on Stock Adjustments + Examples
    • Added Serial and Batch to SO transactions
    • Can now post Job Opening Balances and Adjustments + Examples

53. 27/06/2019PostTran200Version 17.1.32

    • Posting Nominals Conformation did not show currect posting location fixed
    • 201906191236 Doubled up transaction lines if on credit hold caused an exception
    • Error while reading nominal ledger [Ref:DGTN0648]

54. 04/03/2019PostTran200Version 17.1.31

    • Added Stock Analysis fields
    • Restricted PRO tags

55. 19/02/2019PostTran200Version 17.1.30

    • Could not import SI when no locations. Fixed.

56. 22/01/2019PostTran200Version 17.1.29

    • Could not edit and override project group item at the same time
    • +Example
    • 201901221238 - Could not overide budgets because needs to set before setting value
    • Ship Timesheet stuff
    • stock issue to projects - Added JOb, Phase and Projectitem BUT NOT ENABLED

57. 26/11/2018PostTran200Version 17.1.28

    • Tag Properties window added
    • Improved resource selection

58. 13/11/2018PostTran200Version 17.1.27

    • More improvements to Inclusive VAT example

59. 09/11/2018PostTran200Version 17.1.26

    • New example of importing Orders with inclusive VAT
    • Project Structure did not set budget values on Phase if Qty not 1

60. 01/11/2018PostTran200Version 17.1.23

    • Did not add new Project items properly
    • If Ignore used then deletes any old ID' when creating a new project

61. 31/10/2018PostTran200Version 17.1.22

    • Sage200proj:
    • Search for Project item was showing Desctription and not Title in search box
    • Hides Project item/groups is not available for selection
    • Did not add a new phase to project

62. 24/10/2018PostTran200Version 17.1.21

    • TlUnitPrice if blank price is written to cell
    • Print server fixed on 2018
    • If user does not have permision to overide price shows user where to go to resolve

63. 18/10/2018PostTran200Version 17.1.20

    • Added the ability to filter Project Phase before selecting the Project Item, and post to specific phase within project.

64. 10/10/2018PostTran200Version 15.1.18

    • Allows user to change password on registration

65. 08/10/2018PostTran200Version 15.1.17

    • Better default location validation before posting
    • Sets the deadfult location on order if need be
    • Shows better info if PO over Max Qty
    • if TLUnitPrice is not mapper or is BLANK then looks up price

66. 22/08/2018PostTran200Version 15.1.14

    • SuMainAdd1 did not return any data on extraction 16,17 Also had a problem when two sage 200 had duplicate currency codes. WTF

67. 13/07/2018PostTran200Version 15.1.13Release

    • Improved error reporting when creating Job
    • Did not set Nominals if not specified on ProjectItem import
    • PjIgnore ignored row if cell contained anything, now only 'YES'

68. 29/05/2018PostTran200Version 15.1.12Release

    • Bug fixes, and speed improvements, for Project Cost when posting types PO,PI,PC

69. 24/05/2018PostTran200Version 15.1.11Release

    • Fix some issues around writing off stock. Wrong Nominal code if ADJ. Stock take did not post journal because if no description against it

70. 14/05/2018PostTran200Version 15.1.10Release

    • Could not import free text in Analysis fileds. Fixed
    • Better method for finding the assemlies as suggested by Sage

71. 16/04/2018PostTran200Version 15.1.9Release

    • Add Exchange rates based on Periods

72. 13/04/2018PostTran200Version 15.1.8Release

    • Removed the need for MS SQL connection for contact Extract
    • Added Customer Delivery Address

73. 09/04/2018PostTran200Version 15.1.6Release

    • Added Timesheet Import + Examples
    • Added Expense Import + Examples
    • Added Receipts Examples

74. 03/01/2018PostTran200Version 15.1.3Release

    • Added Cloud sign in

75. 14/12/2017PostTran200Version 15.1.1Release

    • Validation of Invoice stoped import due to date in past

76. 14/12/2017PostTran200Version 15.1.0Release

    • Fixed issues installing 2017

77. 04/12/2017PostTran200Version 15.0.61Release

    • Sage 200 Assemberlies
    • Print SI in sage 2017 Print server 1.2
    • And severail bug fixes on Print server

78. 27/11/2017PostTran200Version 15.0.60Release

    • Lot of work done on printing. Made THPrintEmail send to to email ad THPrintNoCopies [Ref:20171019142438]

79. 02/10/2017PostTran200Version 15.0.58Release

    • Added 32 Search Analysis codes top stock
    • Shows company name in Import/Extract better
    • Moved the MS SQL connection and better info about it only being used for Contact and Roles

80. 26/09/2017PostTran200Version 15.0.57Release

    • 2013 version did not allow updates of Customer Analysisi codes. Fixed

81. 24/08/2017PostTran200Version 15.0.52Release

    • Checks if period is closed on posting SI/PI and nominals
    • Better error logging
    • Work on receipts

82. 17/08/2017PostTran200Version 15.0.50Release

    • 16.0.50 if over 5 months aged balance then cause array out of index fix

83. 14/08/2017PostTran200Version 15.0.48Release

    • Added new switch to stop getting customer discount when selecting Product
    • PIA fixed Qty calc
    • Fixed analysis codes on custome Conformation window shows if Batch/Serial number Stock
    • Allows Serial numbers

84. 30/07/2017PostTran200Version 15.0.47Release

    • Improved Registration window

85. 27/07/2017PostTran200Version 15.0.46Release

    • Registration window scalable now
    • Slight improvment on opening companies easier

86. 27/07/2017PostTran200Version 15.0.44Release

    • 2016 compile only for resolving an issue connecting to Sage 200

87. 26/06/2017PostTran200Version 15.0.42Release

    • Inclusive vat
    • Inclusive vat Web Cart Import example
    • Option to ignore invalid Web address on import customer/Supplier

88. 05/06/2017PostTran200Version 15.0.42Release

    • Speed improvement in registration system
    • Edit Project items
    • After not being used for 15 mins, closes DB, but cause an exception on next import. Fixed
    • Sometimes delete Row tags on [Clear] button fixed
    • Added tag TLTaxManTotAmount
    • New File import examples
    • Could not update Customer documents

89. 06/05/2017PostTran200Version 15.0.40Release

    • Improvement in creating new templates

90. 28/03/2017PostTran200Version 15.0.35Release

    • Project costing Examples added

91. 22/03/2017PostTran200Version 15.0.34Release

    • Added Bin edits, movement and Stock Take

92. 13/03/2017PostTran200Version 15.0.32

    • Added new modules for Pricing
    • More work on Projects

93. 07/03/2017PostTran200Version 15.0.31Release

    • Addded Job Costing

94. 23/01/2017PostTran200Version 15.0.30Release

    • New version for Excel 64bit

95. 12/01/2017PostTran200Version 15.0.24Release

    • Load of improvements
    • Bill of Materials with examples

96. 25/04/2016PostTran200Version 15.0.20Release

    • Projects:Sales/Purchase Credit Notes fixed