Quote from Richard on 15 July 2023, 10:56 am

Hi

The department and Cost code refn fields are in the download which is created when you export to Sage. However, we don't have any customers using them so they're just populated with default fields.

You could update them in the file which is created in the first instance. If it is something you wanted to have control over when raising your invoice, or based some other factor such as which employee is raising the invoice or for which customers etc.. then that is certainly something we could look it.

Thanks

Richard

Quote from Guest on 15 July 2023, 10:57 am

We dont have many Departments. Only 7

So we do want to look at this.

We only have one account code now. Whereas when we used Sage 50 we used many more.

What would be the next step from here?

Quote from Richard on 15 July 2023, 10:59 am

So would you be looking to choose an item from the dropdown and then the department code from a dropdown at the stage of adding a line item to your invoice?

Thanks

Richard

Quote from Guest on 15 July 2023, 10:59 am

Currently we export into excel data from okappy. Then we add dept using a vlookup using subledger resource.

At the same time we add the new customer number C0123 in Sage Intact, replacing the old apha customer number used in Sage 50.

We want to better automate this spreadsheet and avoid manual lookups.

Previously when using Sage 50 we used adept to upload data direct into Sage 50 from okappy

Quote from Richard on 15 July 2023, 11:01 am

You can automate that process using either Google Sheet or Microsoft Excel. Have you look at our support article - Dynamically linking data between Okappy Microsoft Excel or Dynamically linking data between Okappy and Google Sheets

You could pull in your invoices from Okappy and have the calculations run automatically to add the department and change the customer.

Thanks

Richard

Quote from Guest on 15 July 2023, 11:01 am

Ah great, thank you i'll take a look.