This is the fourth in my series of blog posts highlighting add-on products which tackle regularly requested extra functionality to improve your Sage 50 experience.
When companies start to use Sage 50 for their accounting, they quite often already have well established routines and systems for creating customer invoices, and it is not always appropriate to change their system in order to utilise Sage’s invoice-raising tools and templates. If this is the case, you still need to move your invoices into Sage in order to keep a complete financial record, so a direct import of these invoices is often the best option, removing the need to re-key in large quantities of data, and also reducing the chance of user error.
The Sage 50 Invoice CSV Import tool allows you to import invoices into the Sage 50 invoice module from a CSV file. This is different from the import options that comes as standard in Sage, as these just allow transactions to be imported into the ledgers, by-passing the invoice module totally.
The column headings in the CSV file are used to define the fields into which the data can be imported, and multi line data can be imported into the Service Text field if required. The CSV file contents are displayed before the import takes place, along with any error messages, to help with error checking and to ensure that you end up with a clean import. New template CSV files can be created by selecting fields from a list of available field names, to help ease the set-up process.
The program works with Sage 50 versions 8 to 18 (2012) and costs £99 + VAT for a company-wide licence. If you want to take a look for yourself, request a free trial of the software.
To see the other posts in my Sage 50 Add On series, take a look at the posts tagged with Sage Add-On.