Save time with Excel Data Bridge from Draycir

Save time with Excel Data Bridge from Draycir

Is your team spending too much time entering data from Microsoft Excel into Sage? Then there is a way to simplify and streamline the data transfer with Excel Data Bridge from our partner Draycir.

Excel Data Bridge has been developed to save time entering data into Sage, enabling you to create and edit data in the familiar spreadsheets you use daily.

It takes a fresh look at data entry into Sage 200cloud within Microsoft Excel. Excel Data Bridge simplifies and streamlines the routine entry of accounts data, sales orders, purchasing, and stock.

Enabling manipulation of data in Microsoft Excel and then posts it directly into Sage, all without the need to rekey your data. It also features a handy check functionality, letting you know instantly if this has been done correctly, giving less experienced users the ability to enter data confidently into the system.

Users can browse data from Sage within Excel, for example, nominal codes, costs centres, and departments, and follow set rules to ensure consistency.

The variety of Excel Data Bridge functions have many uses to help your business reduce wasted time and build efficiency, leaving your teams free to focus on other tasks that contribute to your organisation’s goals.

Excel Data Bridge functions include: -

Nominal Ledger (NL)

Uses the power of Excel to do regular calculations and upload the NL data directly into Sage. Users can avoid time-consuming, manual data entry to nominal, usually kept in Excel, and then manually transfer the data into Sage via a form per journal. This is one of the most popular sheets provided by Excel Data Bridge.

PL Invoice

Enables you to post Purchase Ledger Invoices against the Purchase Ledger as well as the ability to browse on relevant codes and post into Purchase Ledger. It also manages credit. Eliminates the need to manage frequent data entry.

Cash Receipts

Saves time by creating a batch upload of cash receipts including vatable and non-vatable receipts

SL Invoice

Allows users to post Sales Ledger Invoices against the Sale Ledger. Replaces a previously time-consuming task of manual entry into Sage and rekeying into Sage 200

Cash Payments

This sheet creates a batch upload of cash payments. This avoids manually rekeying into Nominal Ledger in Sage 200, saving a considerable amount of time

Sales Orders

The Sales Orders sheet creates Sales Orders either individually or as a batch in Sage, which includes mapping of analysis codes. Provides a streamlined alternative to manually entering data into Sage

Project cost adjustments

The Purchase Order Creation sheet allows you to create Purchase Orders either individually or on block

Purchase Order Creation

The Purchase Order Creation sheet allows you to create Purchase Orders either individually or on block. Templates can be prepopulated with typical re-order requirements and used regularly.

 SL Cash (with allocation)

Allowing users to enter cash items into Microsoft Excel, you can either match manually or choose to automatically match and associate each cash payment with the correct invoice. Ideal if you sell goods through a channel marketplace such as Amazon or eBay and receive a report of payments. Users can save hours of effort through the click of an Excel Data Bridge button.

 PL Cash (With allocation)

The Purchase Ledger Cash Allocation sheet allows users to enter cash items into Microsoft Excel. You can then either match manually or choose to automatically match and associate each cash payment with the correct invoice. Saves time of repeated data entry in both Excel and Sage 200. Project cost adjustments The Purchase Order Creation sheet allows you to create Purchase Orders either individually or on block.

Contact the team here at Sci-Net to find out more how Excel Data Bridge from Draycir can help your business save time.

Call: 01869 349949 Email: [email protected]

Categories: Sage 200

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