There are a couple of ways. You could import them in manually as a payment receipt using the standard functionality. Make sure you tick cashbook entry to get them onto the customer / supplier accounts and into the cashbook.

Or look at Excellerator. They do excel based tools that link directly into you Sage company, validates before uploading.

Ask your BP, they should be able to assist on this.

There are a couple of ways. You could import them in manually as a payment receipt using the standard functionality. Make sure you tick cashbook entry to get them onto the customer / supplier accounts and into the cashbook.

Or look at Excellerator. They do excel based tools that link directly into you Sage company, validates before uploading.

Ask your BP, they should be able to assist on this.

Hi Martin, We would like to import cashbook receipts and payments from csv or excel to save typing into sage the same transactions each week/month. What do you mean by 'standard functionality' in your post from a couple of year ago?  Apologies i've only been using sage for a couple of months so havn't discovered all of its functionality as yet. I have discovered jornal templates but these seem to be for nominal and not cashbook transactions . Sadly i have now established that Barclays Iportal is not available as a direct bank feed so we are stuck with manual entry for now. Any assistance welcome to cut down manual entry!

Hello Julia,

Did you manage to get the answer you wanted regarding imports. Below is a link to the help articles on what you can and cannot import as well as more information on Bank Feeds.
https://desktophelp.sage.co.uk/sage200/sage200standard/Content/Concepts/Importing_Overview.htm?Highlight=import

https://desktophelp.sage.co.uk/sage200/sage200standard/Content/Concepts/Banking%20Cloud%20Setup.htm?Highlight=banks%20feeds

I have checked and there are now 6 Barclays connections via Bank feeds which you could speak to Barclays about as alternatives to the Iportal

Regards,

Gordon