This article will show you how to import Invoices in the form of a csv/Excel file into Sage 50 UK&I using the Sage 50 export option.
Sage 50 UK&I users.
Downloading Invoice Data
Select the file(s) you wish to download by ticking the checkbox to the left of each one. Once ticked, an option to Download will appear at the top of the list. Click this and select what format you want to save it as.
To download all invoices in the Inbox or Archived folders, click to select All from the main checkbox above the first invoice.
AutoEntry will then only select all invoices shown on the first page of the Inbox/Archive. If is more than 1 page of invoices, click on the link in the yellow banner across the top of the page to select all invoices over and above the first page.
You will then see a confirmation notice, and all invoices in the folder will then be included in the download!
Importing to Sage
Open up Sage 50 and Click File > Import.
Click Next > Select Audit Trail transactions.
You will then be given the option to browse for the Sage 50 file. Click browse and make sure to select "All Files" in the bottom right-hand corner and then navigate to where you saved the exported Sage data.
You can leave the field mapping as default.
Click Next and then click Import.