Sage 50 UKI Ideas Portal

Allow more records to be imported into Sage via excel e.g. creation of client invoices/credits

Currently there are other companies out there that allow the integration to create product and service invoices in Sage from an excel template as well as more in-depth imports for other areas of the business. Example company https://www.red-it.co.uk/excel2sage

It would be great if Sage could improve their own imports to allow the creation of invoices from an excel template as currently this functionality is not available for product/service invoices.

This would be a dramatic improvement for companies as they would be able to export information from others business systems to batch create invoices quickly rather than manually raise each individual invoice which can lead to data entry mistakes and take considerable time.

  • Guest
  • Apr 27 2022
  • Guest commented
    19 Apr 09:28

    Yes! Currently I have a long list of items from other companies on a spreadsheet and the only way I am able to invoice this list is by copy and paste each individual item when invoicing...it would be so much easier if I am able to just import this list from excel onto an invoice!