Install while signed in as the Windows user who will use PostTrans. Installation is per user and does not require administrator rights. Choose the installer for your Sage version; the V30 onwards installer requires 64-bit Excel and Sage 50.
In Sage 50, use Settings → User Management → Users (or Access Rights) to create a separate login for each PostTrans user, such as PT1 or PT2. Set these up in every company, including Demo Data.
Sage and PostTrans cannot share a login at the same time. With a single-user edition, close Sage while using PostTrans. Sage 50 Accounts Professional supports unlimited additional PostTrans users; lower editions allow up to six.
02
Install and test in Excel.
Open Excel and select the PostTrans tab. Press Help and choose the first example sheet. Follow the instructions in the test spreadsheet that opens after installation.
In the demo company, press Extract, make a small change to one record, then press Import. Enter your company name if prompted on first use; you may need to press Import again. Extract the data again to confirm your change.
03
Ready for live use?
Evaluate the full product with a Sage demonstration company. Live-company use requires a subscription and card details. Billing is monthly; future renewals can be cancelled at any time.
Press Setup, then View your Accounts and Billing on the PostTrans toolbar to purchase or manage your subscription.
Added an option to allow code to activate the import without messages poping up
PostTran50Version 17.0.53
Improvement in Password retention
PostTran50Version 17.0.52
Posting Product adjustment zero'd the Cost Price, because no cost specified
Better warning on Data Loss if tag added to sheet
PostTran50Version 17.0.51
Added 'THPrintEmail' and 'THPrintNoCopies' tags to allow auto e-mail and print after import
PostTran50Version 17.0.50
Bank account Import fixes
PostTran50Version 17.0.49
Added Import Bank Accounts
All Text fileds are trimmed by default, Add ' to the end of the tag name to stop this
PostTran50Version 17.0.48
New Nominal Codes example
Bug fixes when updating Nominal Codes
New - Multi-posting functionality, see
Formats all text columns as text when adding to template
Already in use message improved
Negative item line
Nominal Account update on web site
Project import added
PostTran50Version 17.0.47
Few bug fixes and improvements
PostTran50Version 17.0.46
Included the forms .dll
PostTran50Version 17.0.45
Did not switch company if sheet was changed - 20171005092457
Validates negative values on all lines and rejects (Because Sage do not allow IS_NEGATIVE_LINE to be set, and thus PostTrans cannot handle negative lines on Invoices. For Christ sake Sage)
Validate if Nominal specified, when Fund Specified
Added a Contra fund tag for Contra Journals
PostTran50Version 17.0.39
Alterations to the way discount is handled if account already has discount
PostTran50Version 17.0.38
Shows company name in Import/Extract better
Added Charity example
Added Fund ID to SI/PI and Nominal import
PostTran50Version 17.0.36
Added functionality for remote purchase orders from multiple suppliers
PostTran50Version 17.0.35
Better error logging Sage 2018 enabled
PostTran50Version 17.0.34
Added new switch to stop getting customer discount when selecting Product
PIA fixed Qty calc
PostTran50Version 17.0.31
Improments to open account screen Chain posting
PostTran50Version 17.0.29
Fix Could not import new supplier price list
PostTran50Version 17.0.28
Added Tags to work transaction value back from Inclusive VAT
Added Tags to add additional lines to transaction
PostTran50Version 17.0.27
20170530121349 Option to update Ledger when posting to Invoices/Credits
Can now add 4 extra stock items specified on each line for sundry items
Did not post to default Sales GL is certain obscure instances
20170607162752 PIA adjustment
20170608093542 Fix rounding Problems with extra line 56
Added new Special Prices example
Added new Assets example
Added new File import example to show add lines, payment and rounding
Added Search columns on Customer, Supplier, Price, Product, BOM and project sheet
THNetDiscount now is the sum of values in lines
PostTran50Version 17.0.26
The ablility to update ledger automatically after posting Invoices
PostTran50Version 17.0.24
Added THOrderNo
Did not set Due Date if not specified
New File import example
PostTran50Version 17.0.23
Slight speed increases
Better file import example
PostTran50Version 17.0.22
Speed improvement in registration system
AutoComplete only gets turned off in In-CellSearching columns
Fixed bug where extra lines on order did not have correct Line date
Manual Tax and currency fixes
Tried to import blank transaction if all posted on sheet, when importing multiple transactions in rows
Allowed Extract with no License
PostTran50Version 17.0.21
UI improvements
PostTran50Version 17.0.18
Added the ability to delete a Price list at the top level if all child prices have been deleted first
PostTran50Version 17.0.17
Registration bug fix
PostTran50Version 17.0.16
Speed improvements
Improvement to Login window to help reduce confusion
PostTran50Version 17.0.15
Fixed IN-Cell Searching not working due to changes in License routine
PostTran50Version 17.0.14
Fixed an issue where the Database was closed while extracting data
PostTran50Version 17.0.13
Supports 64 bit Excel
PostTran50Version 17.0.7
Speed improvements with registration.
PostTran50Version 17.0.5
BOM import did not like stock items with no ', Description'
Opening new Product template crash
PostTran50Version 17.0.4
Bug fix when importing Prices with markup was defaulting to add 2 to the value
PostTran50Version 17.0.2
Improvements in Help in examples + Sage 50 2017
PostTran50Version 16.0.22
Full eval 12/12/2016
Sales Receipts
User list on log in
Load of bug fixes '201609120742 Took out network folder and started sub scription based
PostTran50Version 16.0.19
PI and PC added, with all fields
Shows split number on leger properly, and returns correct no after post PI/PC
Show tags in tag window
Transaction browser
Currency fixed
PostTran50Version 16.0.15
Added PI as an import
Added Job costing
If unit price<>0 and Qty =0 then Qty=1 Currency bugs killed
PostTran50Version 16.0.13SSI
New Adx Loader. Works with Sage 50 2011 onwards
PostTran50Version 16.0.12SSI
Added module restrictions
PostTran50Version 16.0.11SSI
More bug fixes and examples
PostTran50Version 16.0.10SSI
More bug fixes and examples
PostTran50Version 16.0.8SSI
A lot of work on BOM
PostTran50Version 16.0.6SSI
Cursor Path fix
PostTran50Version 16.0.3SSI
More demo examples
PostTran50Version 16.0.2SSI
Added Sales Service Credit Notes and Credit Notes
PostTran50Version 16.0.1SSI
Added Sales Service invoices
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