Draycir Excel Data Bridge

Simplifiy data transfer between Excel and Sage 200​

Draycir Excel Data Bridge

Simplifies and streamlines the data transfer process between Microsoft Excel and Sage 200

If you or your teams are spending too much time rekeying data into Sage from Microsoft Excel, there could be a quick and easy time saving option to solve that problem. 

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.

Benefits of Excel Data Bridge

Simplify

Simplifies and streamlines the routine entry of account data, sales orders, purchasing and stock

Save Time

Saves time entering data into Sage; create and edit data in the familiar spreadsheets of Excel

Reduce Rekey

Enables manipulation of data in Microsoft Excel; posts directly into Sage without needing to rekey data.

Reduce Errors

Benefit from instant validation feedback which will tell you if you’ve done this correctly, so you can be sure it’s right first time.

Browse Data

Saves time entering data into Sage; create and edit data in the familiar spreadsheets of Excel

Ability to ‘work offline’ whilst still able to browse data.

Streamline

Improves the way your team deliver their tasks allowing them to focus on other tasks for the business. 

Features

Nominal Ledger

Uses the power of Excel to do regular calculations and upload the NL data directly into Sage. Users can avoid time consuming, people heavy 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.

Cash Receipts

Create a batch upload of cash receipts including vatable and non – vatable receipts. This will save time compared to the previous process which often includes downloading the data to Excel from a bank statement and rekeying into Sage 200.

Cash Payments

allows you to create a batch upload of cash payments. Rather than downloading to Excel from a bank statement and manually rekeying into the Nominal Ledger in Sage 200, this will be a huge time saver and has been used to record payments such as salaries, petty cash, expenses and rates.

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.

SL Invoice

SL Invoice sheet allows user to post Sales Ledger Invoices against the Sale Ledger. Replaces a previously time heavy task of manual entry into Sage and rekeying into Sage 200.

PL Invoice

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

Purchase Orders

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

The Sales 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. Ideal if you sell goods through a channel marketplace such as Amazon or eBay and receive a report of payments. Users of Sage can save hours of effort through the click of an Excel Data Bridge button. 

PL Cash

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 Project Cost Adjustments sheet posts cost and revenue adjustments to projects. Any mis-postings or posts to the wrong project can be adjusted quickly and easily providing a huge time saving alternative to repeated manual data entry.

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Resources

Draycir Excel Data Bridge

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