Financials & Charity Add-Ons for Sage
Financials & Charity Adept Add-Ons for Sage 50 & 50cloud
A range of Adept Add-Ons to help with Sage 50 Transactions & Charity data processing. These Adept Sage 50 & 50cloud 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 CSV | Tax | Transaction CSV | Transaction Date Changer | Transaction Dept Code Changer | Transaction Nominal Code Changer | Transaction Tax Code Changer
Adept Sage 50 Transactions & Charity Add-Ons
Best Seller in this Range
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 including Foreign Currency.
- 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.
- Import Sage 50 v27.2’s new OSS and IOSS fields.
- Import Sage’s new two part Postponed VAT transactions.
- 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 £180.00 + VAT for a company wide licence plus Annual Renewal Fees.
Click here for more information
Adept Sage 50 Transactions & Charity Add-Ons
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.
- Configurable options to match transactions by reference.
- Select Field and Words for the reference to matched when required.
- Examples provided for Sage Sales Order SA’s and OrderWise Reference Matching.
- 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, or 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 £180.00 + VAT for a company wide licence plus Annual Renewal Fees.
Click here for more information
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 £180.00 + VAT for a company wide licence plus Annual Renewal Fees.
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 £180.00 + VAT for a company wide licence plus Annual Renewal Fees.
Adept Sage 50 Transactions & Charity Add-Ons
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 £180.00 + VAT for a company wide licence plus Annual Renewal Fees.
Transaction Nominal Code Changer
This program will change the Nominal Code on a batch of Transactions. It can also help with the default Fund code if you are a Charity.
- 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.
- Allows you to move Charity Funds to a new default fund code.
- 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 £180.00 + VAT for a company wide licence plus Annual Renewal Fees.
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 £180.00 + VAT for a company wide licence plus Annual Renewal Fees.
Adept Sage 50 Transactions & Charity Add-Ons
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.
- Import Sage’s new two part Postponed VAT transactions.
- 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 £180.00 + VAT for a company wide licence plus Annual Renewal Fees.
Click here for more information
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 £180.00 + VAT for a company wide licence plus Annual Renewal Fees.
Customer Testimonials for our range Adept Add-Ons including these Sage 50 Transactions & Charity Tools
Thank you so much for this (the Tax Code changer). As with all your products it was very intuitive and worked like a dream. I will definitely be recommending you to all Sage 50 customers – so impressed!
The update box wasn’t ticked. Thanks so much, it’s a great Tool!
Thanks Danny! We thought it would probably do what we wanted. We have bought an add on from you before. I will be in touch. Regards.
I just wanted to let you know the Adept Code Changer software performed flawlessly and we now have a logical account ref system instead of the unusual “postcode” method I inherited. This will save us a lot of time going forward.
Martin, Following our conversation earlier I’ve used the Sage 50 Code Changer and all looks good. Excellent product – thank you.
Boom that worked ! Great work and after sales help!!! Best.
Thanks for the Stock Transaction editor upgrade. We have the Sage Line 50 Code Changer software too, Both bits of software have been absolutely invaluable over the years!
Anyway thanks very much for yours (Martin) and Danny’s help with the code changer. I couldn’t have done it so easily without it. Fab piece of software. Managed to change all 780 of customer codes to the new ones very easily. Will attempt the suppliers next and the nominals after that.
Thanks for an excellent product and support, much appreciated.
That worked great – the Price CSV export and import worked 100% 3310 items updated in less than 30seconds!
Thank you. I still think this software is magic.
Thanks again. I’d like to say how valuable your tools have been for us – they are excellent.
Thank you! Another great tool you have made.
Many thanks Martin. Your software turned out to be the perfect solution for our requirements and a total life saver. Still stunned by the abject lack of inclusion of this facility from Sage themselves, but more than happy to fully support this exquisite piece of work.
I’m sure I’ve said before, but this software has been an absolute godsend for us. We’re now using it to import invoices from 2 companies instead of just the one before (by using the SAGE_PATH field). Best Regards.
Thanks for getting back to me so quickly. Turning it on and off again worked – so thank you! Enjoy the rest of your week.
Many thanks for all your help with using this add on. This has worked well for us and we are considering using it regularly in order to make use of the BOM transfer.
Danny, Thank you for clarifying the below, it was of great help! Thanks again.
The sales order tool has revolutionised the way this site works.
Just some very quick feedback for you. I have today started using your invoice import tool and it majorly reduced the time taken to run our monthly renewal invoices. Worth every penny and so easy to use!
If Adept ever need a testimonial , please free to quote me as a very very satisfied customer!
Thank you Danny. It all makes sense now. We have also removed the price field so it is quite a clever little tool. It takes very little time to do and solves our problem.
I would like you to know how useful your import programs have been in getting our data into Sage and without corruption.. all reporting ‘No Errors in Data’, Thank you again.
Thank you so much for this. As with all your products it was very intuitive and worked like a dream. I will definitely be recommending you to all Sage 50 customers – so impressed!
Adept Sales Invoice CSV is quite possibly the most useful software I’ve ever used – love it! Thanks for all your help.
Many thanks for the invoice and also the rapid re-activation following the annual renewal. For the record; this software remains one of the most useful, functional and convenient packages that I have ever had the pleasure of dealing with. It is used on a daily basis and performs flawlessly and is invaluable for our Finance Team and their Sage50 interactions. The Annual Renewal Fee seems obscenely cheap and I can only commend and thank everyone involved at Adept Computer Support for this exquisite contribution, filling in the abyss left by Sage on such a crucial and intrinsic part of bulk batch ledger transaction posting.
Thanks for the help we have both Header Only and Line Item Invoices now going into Sage 50 correctly.
I would just like to pass on my thanks for providing the CSV Import software. After using the trial to make the appropriate adjustments to our system (that tested successfully), we purchased the full version. It is a fantastic piece of software that is going to save us a lot of time from now on.
We’re busy working with new and existing clients installing our new RouteMagic system using Adept CSV Tools. We’re getting lots of appreciative comments regarding the Adept Tools and it’s certainly been really helpful for us.
Many thanks for your assistance with the Invoice CSV Tool, Once up and running- it is SO simple!
Thanks, I’ll check it out, I’ll be buying it. Regards.
I am impressed, at the ease of the import and how quickly I’ve got up to speed with it! Thanks once again for your support.
Many thanks for your Danny – this is all working great now and I can confirm that we will now purchase a full licence.
We just ran another through, and it was perfectly happy! By the way, your software rocks!
Updated my testing today to include setting up of the customer record, the invoice & the receipt/payment from the customer – who knew all this was possible! Thank you for helping me achieve the efficiencies our business needs.
I have just purchased Purchase Order CSV Tool and it is fantastic.
I am going to buy the Transaction CSV now that I have it installed. Its stunning in it’s flexibility.
I’ve been using your Sage CSV import product for many years across many clients and LOVE it.
I just wanted to say thank you for all your help getting us started, it’s appreciated. We have purchased the Add-On Tool and I managed to allocate 5000 invoices to a Payment on account in our test data using Transaction CSV! Which was brilliant ? I’m now looking forward to using it on our live data, it will save a lot of time!
Thanks Danny, Love the videos and the product is great too!! Cheers, Best regards.
Imported 30k line items over the weekend without a hitch using Price CSV, so happy with the Add on.
We recently purchased Sage 50 Sales Invoice CSV and it really has revolutionised our invoicing procedure going forward, and saved our accounts team a whole lot of time, thanks.
I’ve had a client using the Import Transaction tool and they love it!
Brilliant. Thanks for all your help. Best wishes.
Hello, Great product and great renewal price and service!
Thanks Danny, completely comprehensive, I would expect no less from you, thanks for your help as always!
My apologies, I forgot to thank you for making the changes to the software on the S1 lines. This works perfectly now and we have made the purchase. It is an excellent addition for our business.
We recently purchased you sales order csv importer and it is has really been a life saver at our company.
Loving the Product CSV software, it’s very easy to use.
The software is fantastic by the way; it’s completely changing the way we work and is saving many man hours, whilst also increasing accuracy.
Thanks, we will make it work using the carriage charge. Thanks again for the top advice!
As a company we have been using Sage50 since 2007. Close on 14 years of data entry with no set rules, a growing business with different people involved. Anyone in this position will be able to relate to the mess of data this led to. One of our problems was finding quickly the right delivery address- some customer account references with 100’s of addresses. This was sometimes ‘patched’ by creating yet another address- making the problem grow. To fix everything manually within Sage was simply not an option and no export function exists. We had to find a solution. The Adept customer address Import/Export function did exactly what we wanted and thanks to Danny for his patience in helping to oversee the first data export and import. As a business owner this addon will bring such an improvement to our sales order processing- and un-doubtabley lead to further improvements.
I bought the tool in the end and it’s working great for us. I created a CSV output from our CRM and the two play together nicely – so impressed! Thanks buddy.
I would just like to say you’re Sage Sales Invoice CSV import is amazing and has helped our company out so much over the last couple of years.
Danny, You are not just a pretty face. I looked at it in Notepad and it shows apostrophes on the last two lines. Thanks for that, tool is working great!
Superb! Thanks Danny, will try that tomorrow.
Brilliant thanks Danny sorry I knew it was in the documentation somewhere!
Just tested the program, I can’t believe how simple and effective it is. ADEPT Rocks!
Danny – Thanks for your help today, You are the Best, as are the Tools!
It’s Andy here, I spoke to you earlier re the BOM import. Just wanted to say thanks a lot for your help and we’ve carried out the trial import no problems. Just waiting for my boss to sign off on the purchase and we’ll be buying the software.
Adept Sage 50 CSV Import Tools for Sage 50 Accounts
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Import, Export, Allocate or Change Sage 50 Transactions & Charity Donations with this range Adept Sage 50 Add-On Tools
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