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 ...

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...

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...

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...

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...

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...