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*** Test Sage Connection Template ***
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Sheet:'Test Sheet' DO NOT DELETE - Used for testing, or when setup is pressed without PostTrans Sheet Help article for *** Test Sage Connection Template ***
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Static Data - Customer:
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Customer Record
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Sheet:'Cust Main Address' Allow Extract/Amend/Import of Customer Address More info Sage 200 Customer records Import Help article for Customer records Import
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Customer Delivery Addreses
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Sheet:'Cust Delivery' Allow Extract/Amend/Import of Customer Delivery Address More info Sage 200 Customer records Import Help article for Customer records Import
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Customer Contact and Roles
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Sheet:'Cust Contact Roles' Allow Extract/Amend/Import of Customer Contact Roles More info Sage 200 Customer records Import Help article for Customer records Import
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Static Data - Supplier:
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Supplier Record
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Sheet:'Supplier Main Address' Allow Extract/Amend/Import of Supplier Address More info Sage 200 Supplier records Import
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Supplier Contact and Roles
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Sheet:'Supplier Contact Roles' Allow Extract/Amend/Import of Supplier Contact Roles More info Sage 200 Supplier records Import
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Static Data - Stock:
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Stock Records
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Sheet:'Stock' Extract, Add and Amend Stock Records More info Sage 200 Stock Records
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Stock Records with Prices, Suppier, Alternate, Analysis Codes
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Sheet:'Stock Example' Extract, Add and Amend Stock Records Examples More info Sage 200 Stock Records with Prices, Suppier, Alternate, Analysis Codes
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Stock Records Create
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Sheet:'Stock Create' Eminiumum to create Stock Records More info Sage 200 Stock Records Create
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Stock Prices
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Sheet:'Stock Prices' Extract, Add and Amend Stock Records Blog Sage 200 Stock Prices
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Stock Warehouse and Bins (Module: Pro)
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Sheet:'Stock Locations' Extract, Add and Amend Stock Locations and Bins Records Blog Sage 200 Stock Warehouse and Bins (Module: Pro)
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Stock Analysis Values (Module: Pro)
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Sheet:'Stock Anal' Extract, Add and Amend Stock Analysis Values Records Blog Sage 200 Stock Analysis Values (Module: Pro)
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Stock Assign Search Category Values (Module: Pro)
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Sheet:'Stock Search Cat' Extract, Add and Amend Stock Search Category Values Records Blog Sage 200 Stock Assign Search Category Values (Module: Pro)
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Stock Supplier Prices
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Sheet:'Stock Suppliers' Extract, Add and Amend Suppliers Stock Codes Blog Sage 200 Stock Supplier Prices
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Stock Alternative Stock Codes (Module: Pro)
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Sheet:'Stock Alt' Extract, Add and Amend Stock Alternative Stock Codes Blog Sage 200 Stock Alternative Stock Codes (Module: Pro)
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Product Group UOM Records
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Sheet:'Stk Group UOM' Extract, Add and Amend Product Group UOM Records Help article for Stk Group UOM
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Product Group Records:
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Location Records
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Sheet:'Locations' Extract, Add and Amend Location Records
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Pricing:
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Customer Band Assignments
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Sheet:'Cust Assigned Price List' Extract, Add and Amend Customer Assigned Price List Blog Sage 200 Customer Prices Update
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Price Band List
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Sheet:'Price Lists' Extract, Add and Amend the Price List at top level Blog Sage 200 Price List Update
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Group Discount List (Module: Pro)
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Sheet:'Group Discount List' Extract, Add and Amend Group Discount List More info Sage 200 Customer Prices Update
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Discount Link (Module: Pro)
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Sheet:'Disc Link' Extract, Add and Amend Stock Discount Link More info Sage 200 Customer Prices Update
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Stock Group Discount (Module: Pro)
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Sheet:'Stock Group Discount' Extract, Add and Amend Stock Group Discount More info Sage 200 Customer Prices Update
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Stock Discount (Module: Pro)
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Sheet:'Stock Discount' Extract, Add and Amend Stock Discount More info Sage 200 Customer Prices Update
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Order Value Discount (Module: Pro)
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Sheet:'OVD' Extract Order Value Discount More info Sage 200 Customer Prices Update
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Static Data - Accounting:
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Nominal Report Categories
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Sheet:'Nom Report Categories' Extract, Add and Amend Nominal Report Categories
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Nominal Accounts
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Sheet:'Nominal' Extract, Add and Amend Nominal Accounts More info Sage 200 Nominal Accounts
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Department
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Sheet:'Department' Extract, Add and Amend Departments
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Cost Centre
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Sheet:'Cost Centre' Extract, Add and Amend Cost Centre
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Static Data - Other:
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Assets
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Sheet:'Assets' Extract, Add and Amend Asset reocrds More info Sage 200 Assets
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Transaction Data - Nominal:
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Nominal Journal - Basic
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Sheet:'NOM' Import a standard Nominal Journal More info Sage 200 Nominal Journal - Basic Help article for Nominal Journal - Basic
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Nominal Journal - VAT
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Sheet:'NOM VAT' Import a VAT, with Contra line, Nominal Journal More info Sage 200 Nominal Journal - VAT Help article for Nominal Journal - VAT
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Nominal Journal - Contra
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Sheet:'NOM Contra' Import a Contra Nominal Journal More info Sage 200 Nominal Journal - Contra
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Nominal Journal - Contra CC/Dep specified
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Sheet:'NOM Contra CC Dep' Import a Contra Nominal Journal with CC/Dep specified in separate cells More info Sage 200 Nominal Journal
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Nominal Journal - Contra CC/Dep to multiple Companies
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Sheet:'NOM Multi Company' Import a Contra Nominal Journal with CC/Dep specified in separate cells More info Sage 200 Nominal Journal to Multiple Copanies
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Nominal Journal - Recurring
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Sheet:'NOM Recurring' Import a Recurring, with Contra line, Nominal Journal More info Sage 200 Nominal Journal - Recurring
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Nominal Journal - Reversing
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Sheet:'NOM Reversing' Import a Reversing, with Contra line, Nominal Journal More info Sage 200 Nominal Journal - Reversing
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Transaction Data - Sales:
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Sales Order with Serial and Batch allocation
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Sheet:'Sales Order' Post a Sales Order with Serial and Batch allocation
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Sales Order
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Sheet:'Sales Order' Post a Sales Order
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Sales Order Pad Pro
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Sheet:'Order Pad' Post a Sales Order Pad for Fast order entry More info Sage 200 Sales Order Pad Pro Help article for Sales Order Pad Pro
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PO with Project costing and Phase Filter
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Sheet:'PO Phase Filter' Post a Purchase Order
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Sales Order + Info
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Sheet:'Sales Order Info' Post a Sales Order showing more customer information More info Sage 200 Sales Order + Info
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Purchase Order
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Sheet:'PO' Post a Purchase Order
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Remote Purchase Order
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Sheet:'PO Auth' Post a Purchase Order filled in by remote subsidiary Help article for Remote Purchase Order
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Purchase Order with Authorisation
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Sheet:'PO Auth' Post a Purchase Order with Authorisation
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Sales Order Additional Chrage
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Sheet:'Sales Order Charge' Post a Sales Order with Additional Chrage expressed on header
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Sales Order with Payment Pro
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Sheet:'Sales Order Pay' Post a Sales Order with Payment
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Sales Order in Currency Pro
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Sheet:'SO in Currency' Post a Sales Order in Currency
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Sales Opening Balance
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Sheet:'Sales Opening Balance' Post a Sales Opening Balance
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Sales Service Order
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Sheet:'Sales Service Order' Post a Sales Service Order which alows long text and bypasses dispatch routine
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Sales Invoice to Accounts Ledger
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Sheet:'Sales Invoice' Post a Sales Invoice to Accounts Ledger
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Sales Credit Note
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Sheet:'Sales Credit Note' Post a Sales Credit Note
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Sales Invoice to Accounts Ledger with Gross Rounding
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Sheet:'Sales Invoice Round' Post a Sales Invoice to Accounts Ledger with RoundTo a value
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Sales Invoice (Invoice Ledger)
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Sheet:'Sales Invoice INV LEDGER' Post a Sales Invoice to invoice ledger
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File Import:Multiple Types from single CSV
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Sheet:'MultiType' Post a Multple Transaction Types from single CSV files
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File Import:Multiple Sales Order from CSV
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Sheet:'Sales Order' Post a Multiple Sales Order Transactions
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File Import:Multiple Types from multiple CSV
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Sheet:'Multiple Trans multi file' Post a Multple Transaction Types from multiple CSV files
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File Import:Multiple Types activated by VBA button
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Sheet:'MultiType' Post a Multple Transaction Types
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File Import:Multiple Sales Invoice from CSV
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Sheet:'Invoice' Post a Multple Sales Invoices
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Multiple Purchase Invoices
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Sheet:'PI' Post a Multiple PI Transactions
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File Import:Sales Invoice with Project from CSV
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Sheet:'SI' Post a Sales Invoices to Projects
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File Import:Purchase Invoice with Project from CSV
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Sheet:'PI' Post a Purchase Invoices to Projects
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File Import:Sales Orders with Project from CSV
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Sheet:'SO' Post a Sales Orders to Projects
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File Import:Purchase Orders with Project from CSV
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Sheet:'PO' Post a Purchase Orders to Projects
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File Import:Sales/Purchase Invoices with Project from CSV
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Sheet:'Mixed' Post a Sales/Purchase Invoices to Projects
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File Import:Orders from CSV with Payment, Rounding and Extra Lines
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Sheet:'Order and Payment CSV' Post a Sales Order with Payment using total line value from Web Cart system
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File Import:Direct Debit payments posted as SI and Receipt with Currency
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Sheet:'Direct Debit' Post a Direct Debit payments posted as SI and Receipt with Currency
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File Import:Receipts with Currency
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Sheet:'Receipts' Post a Receipts with Currency
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Transaction - Inter Company in 1 sheet (Module: Pro)
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Sheet:'All In One' Post an inter company transaction from one sheet Help article for Transaction - Inter Company
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Transaction - Inter Company in 2 sheets SO/PO (Module: Pro)
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Sheet:'Sales' Post an inter company transaction, one sheet posting a SO, than another to post mirror but PO
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Transaction - Inter Company in 2 sheets SIA/PIA (Module: Pro)
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Sheet:'Sales' Post an inter company transaction, one sheet posting a SIA, than another to post mirror but PIA (invoice with adjustment)
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Import into Multiple Companies from CSV
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Sheet:'Multi in one sheet' Post a Multple Companies
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Import and match receipts from FILE (Module: Extras)
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Sheet:'Receipts from File' Import Receipts
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List outstanding Invoices, manual receipt and allocation (Module: Extras)
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Sheet:'Receipts' Import Receipts
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Transaction Data - Purchase:
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Expenses + Mileage
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Sheet:'Expense demo' Posting a Expenses + Mileage in as a Purchase invoice Help article for Expenses + Mileage
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Expenses iPhone/Android or Web via ExpenseIn
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Sheet:'Import Expenses' Import expenses into Sage 50 via IPhone, Android etc. with authorisation Help article for Import Expenses
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Purchase Invoice
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Sheet:'Purchase Invoice' Post a Purchase Invoice
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Purchase Service Order
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Sheet:'Purchase Service Order' Post a Purchase Service Order which alows long text and bypasses dispatch routine
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Transaction Data - Purchase:
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Cashbook Single Payment Pro
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Sheet:'BP' Posting a Cashbook Single Payment
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Cashbook Single Receipt Pro
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Sheet:'BR' Posting a Cashbook Single Receipt
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Cashbook Single Receipt with Tax specified on lines Pro
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Sheet:'BR with Tax' Posting a Cashbook Single Receipt with Tax specified on lines
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Cashbook Multiples Receipts with Tax specified on lines Pro
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Sheet:'BR Multiples with Tax' Posting a Cashbook Multiples Receipts with Tax specified on lines
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Cashbook Multiples Receipts + All on lines Pro
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Sheet:'BR Multiples' Posting a Cashbook Multiples Receipts + All on lines
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Cashbook Multiples Receipts, Companies + All on lines Pro
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Sheet:'BR Multiple Companies' Posting a Cashbook Multiples Receipts, Companies + All on lines
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Transaction Data - Stock Adjustments:
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Stock Adjustment Write Off
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Sheet:'Write Off' Issues Stock Free of Write Off
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Stock Adjustment Goods Return
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Sheet:'Goods Return' Issues Stock Free of Goods Return
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Stock Adjustment OUT with no Bins
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Sheet:'OUT No Bins' Post a Stock adjustment to bring stock OUT with no Bins Specified
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Stock Adjustment IN
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Sheet:'IN' Post a Stock adjustment to bring stock IN
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Stock Adjustment OUT
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Sheet:'OUT' Post a Stock adjustment to bring stock OUT
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Stock Adjustment Free of Charge
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Sheet:'Free Of Charge' Issues Stock Free of Charge More info Sage 200 Stock Adjustment Free of Charge
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Stock Adjustment OUT with Batch and Serial
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Sheet:'Batches OUT' ADJ OUT Product with Batches and Serial Nos More info Sage 200 Stock Adjustment Batches and Serial IN
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Stock Adjustment IN with Batch and Serial
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Sheet:'Batches IN' ADJ IN Product with Batches and Serial Nos More info Sage 200 Stock Adjustment Batches and Serial IN
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Bins:
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Locations and Bins
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Sheet:'Bins' This sheet allows the user to extract/amend/delete/create Warehouse Bin records More info Sage 200 Locations and Bins Help article for Locations and Bins
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Stock Take Locations and Bins with Serial and Batches
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Sheet:'Bins Stock Take Batch Serial' Stock Take Bins in the same or different Warehouses with Serial and Batches More info Sage 200 Bins Stock Take
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Stock Take Locations and Bins
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Sheet:'Bins Stock Take' Stock Take Bins in the same or different Warehouses. More info Sage 200 Bins Stock Take Help article for Bins Stock Take
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Stock movement between Locations and Bins
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Sheet:'Bins Movement' Move Stock items between Bins in the same or different Warehouse More info Sage 200 Bins Movement Help article for Bins Movement
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Project Accounting:
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Phase/Groups (Module: Projects)
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Sheet:'Groups' Allow Extract Phase/Groups More info Sage 200 Phase/Groups Help article for Phase/Groups
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Project Items (Module: Projects)
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Sheet:'ProjectItem' Allow Extract Project Items Help article for Project Items
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Project Structure and Budgets (Module: Projects)
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Sheet:'Project Structure' Allow Extract/Amend/Import Project and Budgets More info Sage 200 Project Structure and Budgets Help article for Project Structure and Budgets
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Project Template for Project Manager to fill in (Module: Projects)
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Sheet:'INPUT' Allow Extract/Amend/Import Project additional fileds and Budgets. Plus add customer and quoted price which optional sets revenue budget Help article for Template for Project Manager to fill in
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Project Cost Adjustments
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Sheet:'Cost Adj' Allow Import Project Cost Adjustments
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Project Cost Adjustments + NOM line
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Sheet:'Cost Adj with NOM line' Allow Import Project Cost Adjustments with Nominal Line
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Project Revenue Adjustments
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Sheet:'Rev Adj' Allow Import Project Revenue Adjustments
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Project Cost Opening Balance
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Sheet:'Cost OB' Allow Import Project Cost Opening Balance Adjustments
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Project Revenue Opening Balance
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Sheet:'Cost OB' Allow Import Project Revenue Opening Balance Adjustments
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TimeSheets from List (Module: Projects)
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Sheet:'TimeSheet List' Import TimeSheets
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TimeSheets with Phase Filter (Module: Projects)
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Sheet:'TimeSheet List Phase Filter' Import TimeSheets
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TimeSheets for each Day of Week (Module: Projects)
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Sheet:'TimeSheet Days' Import TimeSheets
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Project Expenses (Module: Projects)
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Sheet:'Expenses' Import Expenses
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Project Expenses with Phase Filter (Module: Projects)
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Sheet:'Expenses Phase Filter' Import Expenses
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Project Expenses + manual Tax (Module: Projects)
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Sheet:'Expenses manual Tax' Import Expenses
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Project Expenses By Resource (Module: Projects)
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Sheet:'Expenses Entry' Import Expenses
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Project Expense Items(Module: Projects)
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Sheet:'ExpenseItems' Extract Expenses Items
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Bill of Materials:
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Bill of Material Version (Module: Manufacturing)
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Sheet:'BOM' Import/Extract Bill of Material Versions Help article for BOM Items, operations, drawings with Versions
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Bill of Material Items (Module: Manufacturing)
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Sheet:'BOM Items' Import/Extract Bill of Material Items Help article for BOM Items, operations, drawings
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Stock Location and Bins Records
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Sheet:'Stk Bins' Import/Extract Stock Location/Bin Records
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Stock Import with Bill of Material (Module: Manufacturing)
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Sheet:'Stock' Import/Extract Stock with Bill of Material Location and Type Help article for Stock Import with Bill of Material
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Manufacturing:
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Labour (Module: Manufacturing)
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Sheet:'Labour' Import/Extract Labours Help article for Labour
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Labour Group (Module: Manufacturing)
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Sheet:'LabourGrp' Import/Extract Labour Groups
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Tool (Module: Manufacturing)
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Sheet:'Tool' Import/Extract Tools
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Tool Group (Module: Manufacturing)
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Sheet:'ToolGrp' Import/Extract Tool Groups Help article for Tool Group
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Machine (Module: Manufacturing)
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Sheet:'Machine' Import/Extract Machines
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Machine Group (Module: Manufacturing)
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Sheet:'MachineGrp' Import/Extract Machine Groups
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Operation (Module: Manufacturing)
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Sheet:'Operation' Import/Extract Operations Help article for Operations
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Operation Resources (Module: Manufacturing)
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Sheet:'Operation Resources' Import/Extract Operation Resources Help article for Operation Resources
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