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
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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
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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
