Import Audit Trail transactions - Grouped

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 >

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.