import excel file into sage50 - harder than i expected

unwashed potato!

unwashed potato!

unwashed potato!

Soldato
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we have an excel file which lists customer invoices on it for the past month.

lets say there's 40 invoices on there that we've put on the excel file. at the moment we have to double input, first into excel, then repeat into sage. we can't stop using excel as there's extra data we need which the sage batch invoice input doesn't allow and isn't made for.

i thought there'd be a simple way to import that excel file into sage batch invoices but apparently it's not easily possible.

i've looked at a few options but nothing seems to work.

hoping some clever person will know of a solution. happy to pay (within reason) as will be saving us a lot of time and doubling up of data input.
 
Hi Apex

No surprise, Sage can be awkward at times. Things you think should be easy, are usually far from it.
We use a sage 3rd party Add on called Skyewright.
Ever such a nice bloke. Have a look here: http://www.skyewright.co.uk/

Even does non-standard stuff upon request. It saves our accounts lady hours, especially when allocating payments can be done automatically.

One of the "Customisers" available to me in the program is "Import sales invoices from basic CSV file"

This operation will import Invoice List Invoices & Credit Notes from a minimal csv containing either just an ACCOUNT_REF and a STOCK_CODE, or ACCOUNT_REF, STOCK_CODE and QTY_ORDER or ACCOUNT_REF,STOCK_CODE, QTY_ORDER and UNIT_PRICE.
i.e. quantity and unit price are optional - but if they are present in any line, they should also be present in at least in the first line (because that line sets the pattern).
If quantity is not provided, a figure of 1 is used automatically.
If unit price is not provided, the standard stock price is used (unless a price list applies).
If the quantity is negative the document is considered a credit. Only the first item in each document is checked for this.
A sample CSV file 3pInvoice-Stock-Basic.csv can be found in the Skyewright\data\import\source\demo\ folder.

Perhaps this will do what you need?

You could always email me a test file, and I can try it in a demo environment.
 
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You can get Sage experts from Fiverr IIRC. I'd try an Export of the same data first and then match your import Excel format to that.
 
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