Exporting Charges to Sage Line 200
You can export charges as a CSV file ready for import into Sage Line 200 by modifying the built-in Sage Line 50 report.
Navigate to My Reports
In the top-right corner, click your User Menu and select My Reports.
Locate the Sage Line 50 report
Search for the Sage Line 50 report and click Show to open it.
Modify the report for Sage Line 200
In the General Section, change the Name to “Sage Line 200 Charges” and update the Description accordingly. Click Save.In the Report Fields Section, delete the following fields: “Account Name” and “Charge Window Start”. Click Save again.
Run the report
Run the report to generate a CSV file. You can then import this into Sage Line 200.
Optional: Set up as a scheduled report
To automate the export, configure the report as a Scheduled Report to run daily, monthly, or at any frequency you need.
If you encounter problems during the export, ensure the fields are in the following order for Sage Line 200: Type, Account Reference, Nominal A/C Ref, Reference, Date, Description, Net Amount, Tax Code, Tax Amount. Verify formatting and order before exporting.
