Assist Pro+ / ERP and Sampling

Sage 50

Formats a Sage 50 export for analysis.

Where to find it

Follow the ribbon path.

Assist Pro + → ERP and Sampling → ERP Formatter → Sage 50

Part of Assist Pro+. Eligible tools can also be selected through Assist Pro’s 30-tool Vault allowance. Check the Vault for availability.

Open the tool and follow its prompts. Use a copy of your workbook when trying an action for the first time, then check the result.

Browse all tools

Practical guidance

Use this tool in your workflow.

How to use

Open the relevant exported ledger in Excel, preserving its original headers and source data. On Assist Pro + › ERP and Sampling › ERP Formatter, choose Sage 50 to formats a Sage 50 export for analysis. Check mapping of debit, credit, date, reference and account columns against the original export before relying on it.

Best use case

Standardising Sage 50 ledger exports for reporting.

Accounting and audit

Prepares client ERP and general-ledger exports for mapping and journal analysis by helping format a Sage 50 export for analysis.