Assist Pro+ / ERP and Sampling

Sage One

Formats a Sage One export for analysis.

Where to find it

Follow the ribbon path.

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

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.

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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 One to formats a Sage One export for analysis. Check mapping of debit, credit, date, reference and account columns against the original export before relying on it.

Best use case

Cleaning Sage One online-accounting exports.

Accounting and audit

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