Create Bulk Invoices from Excel for Purchasing Effortlessly

Bulk invoice generator from excel for Purchasing

hello and welcome to this presentation of excel to sage my name is aaron martirosia and i'm going to show you how to import sales and purchase invoices from excel into sage um excel stage is basically a swiss army knife for importing things into sage and at the moment it carries about 35 transactions which are pretty much all the day-to-day transactions that you'll likely need from purchase orders sales orders products invoices service invoices credit notes all sorts of things including bank the difference between the excel sage import and the standard sage import is that we actually group all the lines for a multi-line invoice onto the same import and i'll show you that in a second uh excel search can also be automated so it's ideal for integrating and automating things from e-commerce sites like ebay amazon shopify or your web shopping cart and there's a free trial available so i'd uh invite you to go and just download one and have a play for yourself so let's look at this in action so we're going to try and import some transactions into the supplies account and into the customers account this is done from an excel spreadsheet so here's the excel spreadsheet and on that excel spreadsheet we've got red columns and these are mandatory fields that we need to populate and yellow ones which are optional and what we can also do is uh tag them for project transactions and and funds for charity companies if that's what you want to do so that's the sales invoice and if i now look at the purchase invoice it's pretty pretty much exactly the same but we can see that this invoice has multiple lines on it so what the import will then do is create a header record with those fives on top so let's get rid of that and go into the import facility i'll start a new log file and i've just selected the sales and purchase invoices and i'll just run that it will go and find the excel spreadsheet which we looked at and then put it into the mobile sage company there it is it's gone through it's created those invoices and we're done i can also see if there are any errors which they weren't and also look at all the success so i can see 13 or 14 were posted correctly come out of that and i'll now just go into the sage account look at the activity and if i go to the very bottom there it is there are 13 and 14 and as you can see these are multi-line invoices that have been correctly amalgamated with a header and if i go to the customer record and look at that go to the bottom and there it is sales of voice 13 and 14 and again they've been consolidated and brought to the same line brilliant dead easy so thank you for your time and interest in excel to sage please feel free to download the free free trial and contact me in case you have any queries or requirements thank you