 NOTE: The Purchase Orders module is only available in Sage 50 Accounts Professional and Client Manager. If you're interested in upgrading, leave your details and we'll be in touch.
You can use the Import option to import data into your accounts, either to create or update your project records. Here you can check which data fields you can import and find out more about the format required for each field.
Project-only transactions
| Field | Type | Size | Left blank? | Format | Excel column | | Transaction Type | Integer | 2 | No | This must be 19 or 20.
19 = project credit and 20 = project debit. | A | | Project Reference | Text | 12 | No | Up to 12 characters with no spaces. The project must already exist within the accounts data. | B | | Cost Code Reference | Text | 8 | Yes - only if the transaction type is 19 a project credit. | Up to 8 characters. The cost code must already exist within the accounts data. | C | | Date | Date | 10 | Yes - Uses the current program date. | Enter the format DD/MM/YYYY. | D | | Reference | Text | 30 | Yes | | E | | Details | Text | 60 | Yes | | F | | Resource Reference | Text | 8 | Yes | The resource must already exist within the accounts data. | G | | Quantity | Decimal | 11 | No | 8 digits + 2 decimal places. | H | | Rate | Decimal | 11 | No | 8 digits + 2 decimal places. | I | |