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Sync Multiple Xero/Sage 50 Companies – Static Data

Sync Multiple Xero/Sage 50 Companies – Static Data
The following article explains how to configure PostTrans add/update, or keep in sync, Customer and Nominal records in multiple Xero/Sage 50 companies in one operation.  This would work with any other static data, such as Departments, Stock, Projects etc.Simply maintain the data in an Excel/PostTrans template.  Press Import button to update multiple Xero/Sage 50 companies.See also Inter-Company TransferThis article assumes you have an understanding of PostTrans, see online trainingSet ...
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Categories: Sage Line 50, Static Data | Tags:

Remote Purchase Order for Sage 200

Remote Purchase Order for Sage 200
Remote Restaurant Purchase Order This sheet can be prepopulated with regular items to be ordered, and sent out to subsidiary Restaurant’s for data entry. The manager of each subsidiary Restaurant can then fill in their requirements and e-mail back to head office. All items with zero quantity will be ignored (Pro Feature). Back at HQ a user simply opens the sheet, in Excel, and presses Import button on the Posttrans Toolbar to import PO’s. The Unit Price column, which can be deleted if not nee...
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Categories: Sage Line 200, Transaction Data | Tags:

Remote Purchase Order for Sage 50

Remote Purchase Order for Sage 50
Remote Restaurant Purchase Order This sheet can be prepopulated with regular items to be ordered, and sent out to subsidiary Restaurant’s for data entry. The manager of each subsidiary Restaurant can then fill in their requirements and e-mail back to head office. All items with zero quantity will be ignored (Pro Feature). Back at HQ a user simply opens the sheet, in Excel, and presses Import button on the PostTrans Toolbar to import PO’s. The Unit Price column, which can be deleted if not nee...
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Categories: Sage Line 50, Transaction Data | Tags:

Import Sage 200 Orders from Web Cart Export

Import Sage 200 Orders from Web Cart Export
Requires the Pro version of PostTransThis article explains how import Web Cart Orders from CSV, delimited, or fixed length, text file into Sage 200.  PostTrans has the following advantages: Data Validation of all data and easy to error correction Detailed Optional Confirmation before import Print or e-mail Orders during import PRO Easy to customise mapping and add custom mappings Archive Order file to processed directory after successful import, so use only new files which have not been im...
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Categories: Transaction Data | Tags:

Import Sage 50 Transactions from Payment/Line Total

Import Sage 50 Transactions from Payment/Line Total
Requires the Pro version of PostTransThis article explains how import delimited, or fixed length, text file into Sage 50, using PostTrans which has the following advantages: Interactive Data ValidationFix Rounding Issues – Can automatically round Up/Down a Transaction to match Payment AmountAdd up to 4 extra charges per line for Carriage, Insurance, etc. Optional Confirmation before import Print or e-mail transactions after import Pro Archive file to processed directory after successful impor...
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Categories: Transaction Data | Tags:

Define Sage 200 ObjectStore Builder customisations

Define Sage 200 ObjectStore Builder customisations
It is possible to define customised user defined fields, added to Sage 200 in ObjectStore Builder, in the PostTrans templates:Sage200asset - Asset Sage200cust - CustomerSage200custCont - Customer ContactSage200custDel - Customer Delivery AddressSage200supp - SupplierSage200suppCont - Supplier ContactSage200stk - StockSage200nom - Nominal AccountsSage200manLab - Resource Labour Sage200manTool - Resource ToolsSage200manMac - Resource MachineSage200TransNom - Nominal Journals Header/Lines Nominal J...
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Troubleshooting – PostTrans Tab does not appear in Excel

Troubleshooting – PostTrans Tab does not appear in Excel
Problem: I have installed PostTrans, with no errors, but when I start up Excel the PostTrans tab is not visible. Answer:Review the following may help…Disabled within Excel?The “COM Add-in” may have been disabled in Excel.  To check this, simply go to “File >> Options”. Then on the window that opens select “Add-ins”.  Now look down the list to see if the PostTrans COM Add-in is in the disabled or inactive section: Should be shown as ActivePostTrans for Sage 200: This would ...
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Sage 200 Transaction Description

Sage 200 Transaction Description
When posting a Transaction, PostTrans scans down the description column, posting the lines it reads until it finds 5 consecutive blank description lines.The description is handles in different way according to the data specified.Any text in TLDescription will be word wrapped.  By default PostTrans will use the stock description from the Sage 200 stock items database, and ignore any texted entered in the sheet, unless the “Read Stock Description from spreadsheet” is ticked in Setup.Which in Sag...
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Categories: Transaction Data | Tags:

How Nominal, Cost Centre and Departments are handled in Sage 200

How Nominal, Cost Centre and Departments are handled in Sage 200
In order to make nominal selection easy, PostTrans for Sage 200 handles the Nominal codes in one of two ways.Option 1 : Nominal/Cost Centre/DepartmentIf a template has just NomCode specified on it, then the Nominal analysis is entered as Nominal/Cost Centre/Department.For Example:Of course the nominal code is easily selected thanks to In Cell SearchingOption 2 : Specify Nominal, Cost Centre and Department in separate cellsThis format is more useful if formulas are use to derive the Cost Centre a...
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Categories: Transaction Data | Tags:

Posting Contra Nominal Journal in Sage 200

Posting Contra Nominal Journal in Sage 200
PostTrans for Sage 200 allows you to easily create a contra nominal journal, to calculate the total Credits/Debits listed in your Sage Nominal Journal, and post the opposite side on the journal to the specified Sage Contra account.  Example: Press Help, on the PostTrans toolbar, then select example “Nominal - Contra” which is the example discussed below.  You should also have read the "Importing Transactional Data" on the Training page for a basic understanding of PostTrans basics. S...
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Categories: Transaction Data | Tags:
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