Skip to content
logo Knowledgebase

Import Audit Trail transactions - Grouped

Created on  | Last modified on 

Summary

How grouped transaction import into Sage 50 Accounts v28.1.

Description

When you import your audit trail transactions, you can group transactions together using one header transaction if the transactions contain the same account reference, date and reference.

NOTE: Importing grouped audit trail transactions is only available in Sage 50 Accounts v28.1. See what else is new >

Resolution

Prepare your import file

Before importing into Sage 50 Accounts, you must prepare your data in a Microsoft Excel file (*.xls or *.xlsx) or a Comma Separated Values file (.csv). Read more >

TIP: If you want the transactions to be grouped under a header transaction, they must contain the same account reference, date and reference and be in the correct order, sorted on accounts reference / date and reference.


Import your data

Once you've prepared the import file you can then import your data into Sage 50 Accounts.

  • When selecting the data type, select Audit Trail transactions - Grouped then click Next.

If you need further help with the import steps you can open the how do I import data guide.


Viewing your transactions

Once imported, grouped transactions appear with a header transaction, containing the splits within the activity window.

Image