Sage 50 Examples | PostTrans

Sage Line 50 PostTrans Examples

The following is a list of Example Templates which are included with PostTrans for Sage Line 50. Some of these examples are related to blog articles which explain certain features, template design ideas, or provided a template to be used as a starting point for you own customised design.

Examples for Sage 200

To access these examples, download form the links below, or simply press Help on the PostTrans toolbar and select the example from lower part of help window:

Example List

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Download Sage50 A TestSheet.xlsx
	* Test Sage Connection Template *	Sheet:'Test Sheet' DO NOT DELETE - Used for testing, or when setup is pressed without PostTrans Sheet Help article for * Test Sage Connection Template *
Static Data - Customer:
Download Sage50Cust.xlsx
	Customer Records	Sheet:'Customer Rec' Allow Extract/Amend/Import of Customer records More info Sage 50 Customer records Import Help article for Customer records Import
	Customer Price Lists	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
	Customer Price List/Qty Assignment	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
Static Data - Supplier:
Download Sage50Supp.xlsx
	Supplier Records	Sheet:'Supplier Rec' Allow Extract/Amend/Import of Supplier records More info Sage 50 Supplier records Import Help article for Supplier records Import
	Supplier Price Lists	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
	Supplier Prices	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
Static Data - Product:
Download Sage50Prod.xlsx
	Stock Take Product Records	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
	Product Records (all Fields)	Sheet:'Product Rec ALL' Allow Extract/Amend/Import of Product records More info Sage 50 Product records Import
	Product Records	Sheet:'Product Rec' Allow Extract/Amend/Import of Product records More info Sage 50 Product records Import Help article for Product records Import
	Product Qty Breaks	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
Download Sage50Cust.xlsx
	Product Customer Price Structure	Sheet:'Customer Prices Structure' Extract, Add and Amend Customer Prices More info Sage 50 Customer Prices Update Help article for Customer Prices Update
	Product Customer Special Prices	Sheet:'Special Prices' Extract, Add and Amend Customer Special Prices More info Sage 50 Customer Prices Update
Download Sage50Prod.xlsx
	Product Budgets	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
	Bill of Materials (Pro Version)	Sheet:'BOM' Extract, Add and Amend Bill of Material More info Sage 50 Bill of Material Update Help article for Bill of Material Update
	Product Category	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
Transaction Data - Nominal Journals:
Download Sage50TransNom.xlsx
	Nominal Journal - 2 Col	Sheet:'Nominal 2 Col' Nominal Journal with Credits and Debits More info Sage 50 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 Blog Sage 50 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 Blog Sage 50 VAT Nominal Journal
Transaction - Sales:
Download Sage50OrderPad.xlsx
	Sales Order PAD Pro	Sheet:'Order PAD' Order Pad demonstation Blog Sage 50 Posting to multiple Companies
Download Sage50trans.xlsx
	Sales Order	Sheet:'SO' Sales Order demonstation Blog Sage 50 Posting to multiple Companies Help article for Posting to multiple Companies
	Auto saving template after posting Pro	Sheet:'Saving' Save transaction to directory with account code Blog Sage 50 Saving template after posting
	Sales Order with Payment	Sheet:'Payment' Posting a payment with an order Blog Sage 50 Payment with Order/Invoice
	Printing/e-mail Quote/Order after posting Pro	Sheet:'Printing' How to e-mail to specified user Blog Sage 50 Printing Quote/Order
	Sales Service Invoice	Sheet:'Service SSI' Sales Service Invoice demonstation Help article for Sales Service Invoice
	Sales Service Credit Note	Sheet:'Service SSC' Sales Service Credit Note demonstation Help article for Sales Service Credit Note
Download Sage50SalesReceipts.xlsx
	Sales Receipts - Import Allocation by Referance (Extras Module)	Sheet:'Import Receipts' Import Sales Receipt and allocated to existing invoices More info Sage 50 Sales Receipts - Import Allocation by Referance (Extras Module)
	Sales Receipts - Manual Allocation (Extras Module)	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)
Transaction - Purchase:
Download Sage50expense.xlsm
	Expenses + Mileage	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
Download Sage50ExpenseIn.xlsx
	Expenses iPhone/Android or Web via ExpenseIn	Sheet:'Import Expenses' Import expenses into Sage 50 via IPhone, Android etc. with authorisation Help article for Expenses iPhone/Android or Web via ExpenseIn
Download Sage50RemotePur.xlsx
	Remote Purchase Order	Sheet:'Orders' Purchase Order PAD for remote loactions to fill in, e-mail and import. Help article for Remote Purchase Order
Download Sage50transPur.xlsx
	Purchase Order	Sheet:'PO' Posting a Purchase Order Help article for Purchase Order
	Purchase Order with Authorisation	Sheet:'PO Auth' Posting a Purchase Order with authorisation
	Purchase Invoice with Project	Sheet:'PI' Posting a Purchase Invoice (Project in header) Help article for Purchase Invoice with Project
	Purchase Invoice Multiples + Job Costing	Sheet:'PI Multi' Posting a Purchase Invoice Help article for Purchase Invoice Multiples + Job Costing
	Purchase Invoice AND adjust stock IN	Sheet:'PIA' Posting a Purchase Invoice, and then Adjust stock in all in one operation
Download Sage50trans.xlsx
	File Import CSV:Multiple Transactions	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
	File Import CSV:Multiple Transactions from multiple files	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
Download Sage50transByCode.xlsm
	Multiple Transactions Called from VBA Button	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
Download Sage50FileImport.xlsx
	Import File:Customer and Multiple Orders from CSV	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
	Import File:Multiple Orders from CSV with Currency Pro	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
	Import File:Simple Multiple Orders from CSV	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
Download Sage50FileImportPaymentDD.xlsx
	Import File:Direct Debit payments SI+SR with Currency	Sheet:'Direct Debit SI Paymen Currency' This imports Invoices SI with matching Recipts to Audit Trial with Currency
	SA with or without currency	Sheet:'SA' This imports Invoices SA transactions, optionally with currency, to Audit Trial
	SR with or without currency	Sheet:'SR' This imports Invoices SR transactions, optionally with currency, to Audit Trial
	SC Sales Credit with or without currency	Sheet:'SCAT' This imports Invoices SC transactions, optionally with currency, to Audit Trial
	Import File:Direct Debit payments SI+SR	Sheet:'Direct Debit SI with Payment' This imports Invoices SI with matching Recipts to Audit Trial
	PR with or without currency	Sheet:'PR' This imports Invoices PR transactions, optionally with currency, to Audit Trial
Download Sage50FileImportPayment.xlsx
	Import File:Orders from CSV with Payment, Rounding and Extra Lines	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.
Download Sage50cashbook.xlsx
	Cashbook Multi Company and Type	Sheet:'Cashbook Multi Company and Type' This imports Invoices Cashbook Multi Company and Type
Download Sage50_MultiAndEmail.xlsm
	Import Multiple Invoices\Orders and e-mail/Print	Sheet:'Simple Orders email and Print' Demos importing SI, Credits, Discount and Sales Orders. But after import e-mails the transaction or prints it
	Import Multiple Invoices\Orders NO Print or Price Lookup	Sheet:'Simple Orders No lookups' Demos importing SI, Credits, Discount and Sales Orders. But after import e-mails the transaction or prints it
Download Sage50trans Multicompany.xlsx
	Posting to Multiple Companies Multi Types Pro	Sheet:'Multi in one sheet' Inter-company transactions by posting to multiple companies Blog Sage 50 Posting to multiple Companies
Download Sage50FileImportPaymentDD.xlsx
	PA with or without currency	Sheet:'PA' This imports Invoices PA transactions, optionally with currency, to Audit Trial
Transaction - Sales/Purchase Design:
Download Sage50trans.xlsx
	Apply discount to whole transaction	Sheet:'Discount' How to apply discount to the whole Sagel Line 50 transaction Blog Sage 50 Apply discount to whole transaction
	Posting Order in Currency Pro	Sheet:'Currency' How to post to different Currencies Blog Sage 50 Posting Order in Currency
	Shows Customer Price List on header	Sheet:'PriceList' Adding a tag to header to show the name of the customer price list after selecting the account
	Message at Top and Bottom of transaction	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
	Carriage Charge on Order	Sheet:'Carriage' How to specify Carriage Charge on an Order Blog Sage 50 Specifying Carriage on an Order
	Validating Transaction before posting	Sheet:'Validation' Stop PostTrans importing a transaction by using a formula to show message Blog Sage 50 Validating before posting
	Copy formula down sheet	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
Download Sage50InterCompany2.xlsx
	Transaction - Inter Company in 2 sheets using SO/PO Pro	Sheet:'Sales' Post a Sales Order into one company and a matching Purchase Order in a second company
Download Sage50InterCompany1.xlsx
	Transaction - Inter Company Nominal in 1 sheet Pro	Sheet:'NOM'
	Transaction - Inter Company in 1 sheet Pro	Sheet:'All In One'
Download Sage50InterCompany3.xlsx
	Transaction - Inter Company in 2 sheets using SI/PIA Pro	Sheet:'Sales' Post a Sales Invoice into one company and a matching PIA (Purchase Invoice and Stock Adjust IN) in a second company
Download Sage50trans.xlsx
	Manual VAT	Sheet:'Manual VAT' Manual VAT on a order Blog Sage 50 VAT on Transactions
Download Sage50transNom.xlsx
	Nominal Codes	Sheet:'Nominal Codes' Add/update Nominal Codes
	Bank Accounts	Sheet:'Bank Accounts' Add/update Bank Accounts
Cashbook:
Download Sage50cashbook.xlsx
	BP Cashbook Bank Payment with or without currency	Sheet:'BP Bank Payment' This imports Invoices BP transactions, optionally with currency, to Audit Trial
	BR Cashbook Bank Receipt with or without currency	Sheet:'BR Bank Receipt' This imports Invoices BR transactions, optionally with currency, to Audit Trial
	VP Cashbook Visa Credit Payment with or without currency	Sheet:'VP Visa Payment' This imports Invoices VP transactions, optionally with currency, to Audit Trial
	VR Cashbook Visa Credit Receipts with or without currency	Sheet:'VR Visa Credit' This imports Invoices VR transactions, optionally with currency, to Audit Trial
	CP Cashbook Cash Payment with or without currency	Sheet:'CP Cash Payment' This imports Invoices CP transactions, optionally with currency, to Audit Trial
	CR Cashbook Cash Receipt with or without currency	Sheet:'CR Cash Receipt' This imports Invoices CR transactions, optionally with currency, to Audit Trial
Transaction - Product Adjustment:
Download Sage50Prod.xlsx
	Product Adjustment	Sheet:'Product ADJ' Product Adjustment sheet More info Sage 50 Product Adjustment Help article for Product Adjustment
	Product Adjustment Goods OUT Simple (Code + Qty)	Sheet:'Product ADJ GO' Product Adjustment sheet with referance to SO for Goods Out More info Sage 50 Product Adjustment
	Product Adjustment Simple (Code + Qty)	Sheet:'Product ADJ Simple' Product Adjustment sheet More info Sage 50 Product Adjustment
Transaction - Chaity:
Download Sage50Charity.xlsx
	Shows Customer Price List on header	Sheet:'Invoice' Importing an SI to Charitable Fund
Projects:
Download Sage50proj.xlsx
	Project	Sheet:'Projects' Edit Projects More info Sage 50 Project records Import Help article for Project records Import
Other:
Download Sage50asset.xlsx
	Assets	Sheet:'Assets' Edit Assets More info Sage 50 Project records Import

Sage Line 50 PostTrans Examples

Example List

Static Data - Customer:

Static Data - Supplier:

Static Data - Product:

Transaction Data - Nominal Journals:

Transaction - Sales:

Transaction - Purchase:

Transaction - Sales/Purchase Design:

Cashbook:

Transaction - Product Adjustment:

Transaction - Chaity:

Projects:

Other: