Financials & Charity Add-Ons for Sage

Import & Export Sage Add-ons

Financials & Charity Adept Add-Ons for Sage 50 & 50cloud

A range of Adept Add-Ons for Sage 50 & 50cloud. These Adept Add-On Tools have been developed to resolve the most common requirements that are not available in the core accounting software to help with the financial side of Sage and for Charities.

Choose from:

Allocate Payments | Fixed Asset CSVTaxTransaction CSVTransaction Date Changer | Transaction Dept Code ChangerTransaction Nominal Code ChangerTransaction Tax Code Changer

Adept Computer Support Limited

Transaction CSV

This program can import and export Transactions into the Sage 50 Audit Trail from a CSV file. Unlike the standard Sage 50 importer you can import Donations, set Gift Aid & Small Donation flags so it’s a great Add-On for Charity’s!

  • Correctly creates a single header with multiple splits for invoices and other grouped transactions.
  • Optionally the column headings in the first line of the CSV file can be used to define the fields that the data should be imported into.
  • Export option loads your CSV template with transactions from the current Audit Trail, includes a new export only field TRAN_NUMBER.
  • New field HEADER_DETAILS allows you to import the Header Details field separately from the Split Details field.
  • Will import SR & PP transactions with auto allocation by invoice number or reference held in any of the invoice’s reference or detail fields.
  • Import a Bank Transfer, eBanking payment types and an Invoice and Payment together plus Charity Donations with Auto Gift Aid & Small Donation flags.
  • Optionally create new Customer/Supplier records if the Account Ref is not found and monitor a specified folder for new CSV files & import them automatically.
  • In a multi company Sage environment the company that each transaction should be loaded into can be specified in the CSV file.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.

Click here for more information

GET TRIAL

Adept Computer Support Limited

Allocate Payments

This program will Automatically allocate payments on account and credit notes to invoices.

  • Can be used on both the sales ledger and the purchase ledger.
  • Option to match all accounts or one specific account.
  • Option to ignore transactions that are not in a specified date range.
  • Options to ignore accounts that have unmatched SC, SD, SP, PC, PD or PR transactions.
  • Option to only process accounts that have a zero balance.
  • Option to only process accounts that are paid by direct debit.
  • Option to allow or disallow partial allocations and ignore disputed transactions.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.

Click here for more information

GET TRIAL

Adept Computer Support Limited

Tax

This unique program allows Sage 50 to be adapted to work in any of the 70+ regions of the world that operate a VAT system.

  • Optional Tax Form editor allows Multiple Tax Forms to be configured for any VAT regime.
  • Departmental, Distance selling & Special scheme VAT returns.
  • Automatic updates keep the program up to date.
  • Library of pre-designed Tax Forms and Reports that can be downloaded and installed automatically.
  • Drill down to the individual transactions that have been used for a return.
  • Automatic drillable archives are created when a form is submitted.
  • Forms and Reports are generated in HTML format for maximum flexibility.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00* + VAT for a company wide licence plus Annual Renewal Fees.

Click here for more information

GET TRIAL

Adept Computer Support Limited

Transaction Date Changer

This program will change the Date on a batch of Transactions. It can also be used to remove Transactions from the Audit Trail.

  • Select a range of Transaction Types or All Types.
  • Select a range of Transaction Numbers or All Numbers.
  • Optional selection criteria includes Account Code, Header Reference, Posted by Username, Posted Date and Transaction Date.
  • Enter the Date to be applied to all selected transactions.
  • Option to set the Delete Flag if the New Date is 01/01/1970.
  • A Test mode will show you the changes that will be made without actually doing them.
  • Trial version is limited to Test Mode only. These restrictions are removed once a Full licence has been purchased.
  • This program is only suitable for use by advanced Sage power users.
  • All users must be logged out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.

Click here for more information

GET TRIAL

Adept Computer Support Limited

Transaction Dept Code Changer

This program will change the Department Number on a batch of Transactions.

  • Select a range of Transaction Types or All Types.
  • Select a range of Transaction Numbers or All Numbers.
  • Optional selection criteria includes Account Code, Header Reference, Nominal Code and Department Number.
  • Enter the Department Number to be applied to all selected transactions.
  • A Test mode will show you the changes that will be made without actually doing them.
  • Licensed for use on as many of your company’s computers as you like.
  • The Trial version is limited to Test mode only.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.

Click here for more information

GET TRIAL

Adept Computer Support Limited

Transaction Nominal Code Changer

This program will change the Nominal Code on a batch of Transactions.

  • Select a range of Transaction Types or All Types, Numbers or All Numbers.
  • Optionally select a Department Number and/or an Account Ref and select a Nominal Code to be changed.
  • Enter the Nominal Code to be applied to all selected transactions.
  • Test mode will show you the changes that will be made without actually doing them, the Trial version is limited to Test mode only.
  • Currently this program can’t be used on Bank Accounts or Major Control Accounts.
  • This program relies on using the Sage Recovery Tools to rebuild the Nominal Buckets.
  • This program is only suitable for use by advanced Sage users.
  • All users must be out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.

Click here for more information

GET TRIAL

Adept Computer Support Limited

Transaction Tax Code Changer

This program will change the Tax Code on a batch of Transactions. It can also be used to reset the VAT Reconciled flag.

  • Select a range of Transaction Types or All Types.
  • Select a range of Transaction Numbers or All Numbers.
  • Optional selection criteria includes Account Code, Header Ref, Nominal Code, Dept Number and Tax Code.
  • Enter the Tax Code to be applied to all selected transactions.
  • Optionally reset the VAT Reconciled Flag on all selected transactions.
  • A Test mode will show you the changes that will be made without actually doing them.
  • This program is only suitable for use by advanced Sage users.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.

Click here for more information

GET TRIAL

Adept Computer Support Limited

Transaction CSV for Charities

This program is so great it’s listed twice! Are you a Charity and use Sage 50 or 50cloud Accounts? If so this is the number one Sage Add-On Tool for you as it can import and export Fund Numbers, Donations, set Gift Aid and Small Donation flags all from a CSV file.

  • Correctly creates a single header with multiple splits for invoices and other grouped transactions.
  • Optionally the column headings in the first line of the CSV file can be used to define the fields that the data should be imported into.
  • Export option will load your CSV template with transactions from your current Audit Trail and includes a new export only field TRAN_NUMBER.
  • New field HEADER_DETAILS will allow you to import the Header Details field separately from the Split Details field.
  • Will import SR & PP transactions with automatic allocation by invoice number or a reference held in any of the invoice’s reference or detail fields.
  • Import Charity Donations, Automatically set Gift Aid and Small Donation flags on Donations.
  • Optionally monitor a specified folder for new CSV files and import them automatically.
  • In a multi company Sage environment the company that each transaction should be loaded into can be specified in the CSV file.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.

Click here for more information

GET TRIAL

Adept Computer Support Limited

Fixed Asset CSV

This program will import Fixed Assets into the Sage 50 Fixed Asset File from a CSV file.

  • Can be used to import data into any field in the Sage 50 Fixed Asset file that is exposed by the Sage SDO.
  • The column headings in the first line of the CSV file are used to define the fields that the data should be imported into.
  • The CSV layout is easily configured to suit your requirements by using the Sage 50 field names as column headings.
  • Create new template CSV files by selecting fields from a list of available field names.
  • Export option will load your CSV template with data from your current fixed asset files.
  • The program can be run from a button in the Sage 50 Fixed Asset Module (Professional only).
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.

Click here for more information

GET TRIAL

Adept Tools Reseller Program

Are you a Sage 50 Business Partner, Accountants Club member or other Sage Professional?

If so, we have an attractive reseller scheme for companies who would like to resell our range of Add-Ons for Sage 50 & 50cloud.

Email info@adepttools.co.uk for further details.

Adept are Sage Platinum Partners for Sage 50 and certified Sage Developers