Transaction CSV Add-On – 27/09/19
We’ve added some great new features!
This was already a fantastic Add-On for Sage with all it’s features including the import and auto allocation of Sales Receipts & Purchase Payments, but it’s now got even better! These new features were based on customer feedback, so if you talk, we listen!
The column headings in the first line of the CSV file can now be used to define the fields that the data should be imported into.
This is what we refer to as Field Choosing and it was the only Adept CSV Add-On that didn’t have the feature. The Legacy CSV Format is still available and working if your happy with how your current file looks.
A new Export option will load your CSV template with transactions from your current Audit Trail. Once again, most of our other CSV Add-Ons could do it already so it was about time this Tool did too.
Part of the new Exporting options is a New export only field called TRAN_NUMBER which can be used in a template to include Transaction Numbers in an exported CSV file.
You can now define a default value for any column by adding =Content to the heading row field name, for example TYPE=SI as the heading for a blank column means that all the transactions in the CSV file will be SI transactions.
The final new feature is another New field called HEADER_DETAILS which will allow you to import or export the Header Details field separately from the Split Details field.
We hope you like these new upgrades to the Transaction CSV Add-On!
The Adept Tools Team