Chapter 19

Tackling the Complicated Stuff

In This Chapter

  • Sending data out
  • Bringing data in
  • Using the Accountant Link
  • Banking electronically
  • Managing paperwork with Document Manager

When you're confident that you've got to grips with the day-to-day mechanics of the Sage system, you can tackle some of the more advanced options that Sage offers.

The extras I explain in this chapter include the ability to extract data from Sage, make changes within a spreadsheet to that data, and then import those changes back into Sage. You can also discover how to relay information to your accountant with minimum disruption to your data and your day-to-day workings.

I also look at the impact of using e-banking to speed up the processing of banking transactions and how the Document Manager can help you organise your paperwork.

Exporting Data

You can send data from Sage to Microsoft Excel, Word, or Outlook. I cover all three in this section.

Sending spreadsheet stuff

You can send all sorts of information from Sage to Microsoft Excel so you can mess about with the data in a spreadsheet without affecting the data in Sage. For example, you may want to edit the data, design specific reports, or create what-if scenarios to suit the purposes of your business.

The list of information you can send from Sage to Excel is too long to provide here. To find out whether you can extract what you want from your Sage data, press the F1 key and type fileexport into the Help field to get a list of the reports you can ...

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