Full evaluation
Full product available for instant evaluation in a demonstration company. Purchase a subscription by credit card to instantly enable the software on a live company.
YOUR SPREADSHEETS. MORE POWERFUL.
Speed up
transaction data entry.
Enter it once in Excel.
Let PostTrans take it from there.
Turn a familiar spreadsheet into a faster way to enter transactions. Prepare a single order with its header and detail lines, or bring multiple transactions together in one sheet—without retyping them into your accounts system.
- Nominal journals
- Orders & invoices
- Receipts
- Stock movements
- Project transactions
Use your own Excel templates, formulae and lookups to prepare the data, then import into one or multiple companies.
See a transaction take shape
Your spreadsheet. Your accounts. Connected.
YOUR SPREADSHEETS. MORE POWERFUL.
Edit static data.
Extract it. Edit it.
Push your changes back.
Bring existing records from Sage 50, Sage 200 or Xero into your Excel sheet. Make your changes in one familiar place, then use PostTrans to update your accounts system—without opening and editing every record individually.
- Customers & suppliers
- Stock & products
- Prices & price lists
Use Excel formulas, fill-down and lookups to make bulk changes, prepare new products or keep your records up to date.
Sage 200 also supports
- Bills of materials
- Warehouse bins
- Project records
Available record types depend on your accounting system.
One sheet. Hundreds of possibilities.
A simpler way to keep your records up to date.
- 01Extract
- 02Edit in Excel
- 03Update
50 / 200
Product price update.xlsxEXCEL| Code | Product | Current £ | New £ |
|---|---|---|---|
| KEY001 | Keyboard | 18.00 | 19.80 |
| DSK002 | Storage drive | 7.20 | 7.92 |
| PC002 | Desktop PC | 585.00 | 643.50 |
Your records, up to date.
Changes sent back to your accounting system.
CONNECT YOUR BUSINESS SYSTEMS
Automate with
the XML API.
From your systems.
Straight into Sage.
Connect business applications, web stores and cloud services to Sage 50 or Sage 200 using straightforward XML files. PostTrans handles the import, using its established engine to validate your data before it reaches Sage.
- Unattended imports
- Run at the press of a button
- Built-in validation
Deliver XML through a watched folder, SFTP or a supported email workflow. Import supported records and transactions—from customer details to orders, invoices and nominal journals.
YOUR DATA. CONNECTED.XML → SAGE
Powered by the PostTrans engine.
YOUR ACCOUNTS, CONNECTED.
X Microsoft Excel
50 & 200Familiar tools.
Working better together.
BUILT AROUND THE WAY YOU WORK
Easy to customize.
Familiar Excel tools. Practical support.
Everything you need to make it your own.
Online training
Online training videos show you how to design your own data-entry templates, starting with the many examples included.
View online trainingIn-cell searching
Look up associated Xero values such as products, customers and nominal account codes within cells for easy data entry.
Easy licensing
Simple licensing, paid monthly per user. Basic and Pro versions are available, and subscriptions can be cancelled online.
Ease of use
Simple to use, with many Excel and Sage examples, help and online training to get you up and running quickly.
Cost effective
Use Excel formulae, macros or VBA to create order-entry templates, telesales entry or sheets customers can use to place Sage orders.
LESS THEORY. MORE DOING.
See your next
“that was easy.”
Watch a Quick Sales Order Pad in action. See how a familiar Excel sheet becomes a faster way to take an order and post it into Sage 50.
Read the full walkthroughIN PRACTICE / QUICK SALES ORDER PAD · Watch on YouTube ↗
REAL WORK. REAL DIFFERENCE.
Customer Comments
We use PostTrans to update our price matrix in Excel. We simply extract the existing customer special price data, amend using Excel formulae, and post it back into Sage, saving many hours and reducing mistakes.
We have used PostTrans as our primary data-entry system for over 5 years. It is reliable and fast; allowing our team to process orders through our own customised Excel interface straight into Sage, with additional functionality not available within our core accounts system.
We use PostTrans to manage our complex bills of materials in Excel and push changes to Sage. Being able to extract, amend and re-import saves us loads of time.
LET’S TALK ABOUT YOUR WORKFLOW
Contact us
Have a question about PostTrans or need help choosing the right solution?
Tell us what you’d like to do—we’re here to help.