If you presently have a computerized accounts payable system, you may be able to transfer vendor records directly into Sage 300 Accounts Payable by importing them.
You can also export records from another Sage 300 Accounts Payable database, edit them in a spreadsheet or other program to change codes, amounts, and other information, then import them into the new Accounts Payable system you are setting up.
Accounts Payable records you can import and export include:
- Account sets
- 1099/CPRS codes (although these are set up by Accounts Payable)
- Distribution codes
- Distribution sets
- E-mail messages
- Payment codes
- Remit-to locations
- Terms codes
- Vendor groups
- Vendors
- Payment selection codes
Example: You could export vendor records to a spreadsheet to analyze their statistics. You could also export all vendor records with the same account set to a spreadsheet, change their tax group, then import them back into Accounts Payable.
You can import and export data to different types of file, including:
- Microsoft Excel
- Microsoft Access
- Comma Separated Values
- Continuous ASCII
- ODBC
- XML
You can also create files to be imported by Accounts Payable in any of the above programs or formats.
For more information about importing and exporting records, see the System Manager Help.