Sage tx's to excel
Mal
Registered Posts: 13 New contributor 🐸
I work for a charity and I need to transfer my Sage (Accounts 50) expense transactions to excel in order to apportion them to Fundraising/Awareness/Governance etc.
I have used the Financial Reports route (Company/Financial Reports/Transaction CSV) as well as listing them in a window and the sending them to Excel (File/Office Integration/Send contents to excel).
Each time, I get a file with merged cells, split cells and it makes it extremnely difficult to use.
Grateful for any tips on the best route to achieve this.
Thanks,
Mal
I have used the Financial Reports route (Company/Financial Reports/Transaction CSV) as well as listing them in a window and the sending them to Excel (File/Office Integration/Send contents to excel).
Each time, I get a file with merged cells, split cells and it makes it extremnely difficult to use.
Grateful for any tips on the best route to achieve this.
Thanks,
Mal
0
Comments
-
when you open the document in excel, does it give you the options to change the column width etc. i always go through by pressing next, rather than just ok. i import files into excel using csv all the time
sorry if i am pointing you in the wrong direction.
Tracy0 -
Do you not have sage integrated reporting in Excel? It should be a toolbar.0
-
Thanks - hadn't seen the integrated package. Will now enable and get going.
Many thanks.
Mal0 -
After running a report, I choose export and save as a standard CSV file. Ends up all neetly lined up.
Should be able to do this without integrated reporting.
Another option, you could use the "departments" to record whether a transaction is; Fundraising/Awareness/Governance.
Then run departmental reports, we used to records projects like that.0
Categories
- All Categories
- 1.2K Books to buy and sell
- 2.3K General discussion
- 12.5K For AAT students
- 328 NEW! Qualifications 2022
- 161 General Qualifications 2022 discussion
- 11 AAT Level 2 Certificate in Accounting
- 57 AAT Level 3 Diploma in Accounting
- 95 AAT Level 4 Diploma in Professional Accounting
- 8.9K For accounting professionals
- 23 coronavirus (Covid-19)
- 273 VAT
- 92 Software
- 275 Tax
- 138 Bookkeeping
- 7.2K General accounting discussion
- 203 AAT member discussion
- 3.8K For everyone
- 38 AAT news and announcements
- 345 Feedback for AAT
- 2.8K Chat and off-topic discussion
- 584 Job postings
- 16 Who can benefit from AAT?
- 36 Where can AAT take me?
- 42 Getting started with AAT
- 26 Finding an AAT training provider
- 48 Distance learning and other ways to study AAT
- 25 Apprenticeships
- 66 AAT membership