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Xero PostTrans Examples

The following is a list of Example Templates which are included with PostTrans for Xero.  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.

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

To use the template, with Sage 50, install PostTrans. Download
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Watch the On-line Training course on how to use and customise the templates.


Static Data (non Transactional):
 

Static Data - Chart of Accounts

Sheet:'Accounts'

   More info Xero Static Data - Chart of Accounts
 

Static Data - Contacts (Customer and Suppliers)

Sheet:'Contact'

   More info Xero Static Data - Contacts (Customer and Suppliers)
 

Static Data - Product Items

Sheet:'Product Items'

   More info Xero Static Data - Product Items

Transactions - Nominal Journals:
 

Single Nominal Journal

Sheet:'NOM Single'

   More info Xero Single Nominal Journal
 

Single Nominal Journal with Contra Line

Sheet:'NOM Contra'

   More info Xero Single Nominal Journal with Contra Line
 

Multiple Nominal Journals

Sheet:'NOM Multiple'

   More info Xero Multiple Nominal Journals
 

Multiple Nominal Journals to Multiple Companies

Sheet:'NOM Multiple Comp'

   More info Xero Multiple Nominal Journals to Multiple Companies

Single Transaction:
 

Single Transaction

Sheet:'Single Simple'

   More info Xero Single Transaction
 

OrderPad with Price Bands

Sheet:'OrderPad with Price Bands'

   More info Xero OrderPad with Price Bands
 

OrderPad

Sheet:'OrderPad'

   More info Xero OrderPad

Multiple Transactions:
 

Inc of Tax with Pay and creates/updates Contacts

Sheet:'Trans Inc Payment'

   More info Xero Inc of Tax with Pay and creates/updates Contacts
 

Inc of Tax with Pay, Product Item and creates/updates Contacts from file

Sheet:'Trans from File'

   More info Xero Inc of Tax with Pay, Product Item and creates/updates Contacts from file
 

Import Transactions from File BLANK TEMPLATE

Sheet:'Trans from File'

   More info Xero Import Transactions from File BLANK TEMPLATE
 

Exclusive of Tax

Sheet:'Trans Many TAX'

   More info Xero Exclusive of Tax
 

Transactions to Multiple Companies

Sheet:'Trans Many Company'

   More info Xero Transactions to Multiple Companies

Multiple Transactions:
 

Import and Match Sales Receipts/Payments

Sheet:'MANUAL'

   More info Xero Import and Match Sales Receipts/Payments
 

Import and Match Sales Receipts/Payments from CSV file

Sheet:'From File'

   More info Xero Import and Match Sales Receipts/Payments from CSV file