Sage 50 UKI Ideas Portal

Import data into Sage while other users are still logged in

We would like to be able to import purchase invoices into Sage without all users having to log-out.

  • Guest
  • Oct 19 2023
  • Guest commented
    22 Sep 09:39

    The functionality in sage now, particularly improvements in recent years makes the software much more accessible to different members of staff which is great! It's not just a tool for accountants, with other areas such as project management and uploaded document management. However, the result is more staff are logged in at any one time. The need to have everyone logged out if you need to import or delete certain transactions then becomes quite disruptive and in the case of importing, prevents that function from being used to its maximum potential. Having to transact outside of normal office hours in order to avoid disruption to others has sadly now become a normal for me and I'd much rather it wasn't.

  • Guest commented
    November 23, 2023 13:20

    This Tool from Adept can import Transactions without other Users having to logout https://www.adepttools.co.uk/adept-sage-50-transaction-csv/