FormerMember

Excel Integration Module - how to install?

SUGGESTED
Posted By FormerMember

I have followed the instructions for adding in the EIR module in Excel.  However, I don't see any Sage modules when I select Options/Add-ins.  I am running Office 365 32-bit desktop subscription version.  The instruction articles seem to imply that I will see the Sage module when I access the Add-ins manager, without any other action required on my part.  This can't be true?  I did find a EIR module installer on a UK forum.  When I installed their module (dating to 2007) it won't run properly.  

Thanks in advance for your help.

  • 0

    The problem is perhaps not just a Sage 50 US problem. Perhaps global would be more appropriate. 

    I am in the UK. We have upgraded our office now using W10 64bit, but having heard of the problems with 32 bit applications have also continued to us 32 bit XL, on the Office 365 platform. 

    Excel attempts to run the Sage Add-in. It allows us to connect to the data, and to import reports into XL. However there are at least two problems: 

    1. when XL is closed it gives this message

      Excel is running into problems with the 'sgxladdin.addin' add-in. and then suggests that we may want to disable the add-in. 

      We then have a supplementary problem with XL, if we do not disable the add-in. XL restarts, loads the file that has been closed, which in itself is not a problem, but the next step is. It has failed to warn the user when the next file opened is in use by another user. This of course could result in some very wet eyes, when one of the two users discovers that his work is missing. 
    2. The second issue is the context menu on a report. The Sage option is available, but only two of the menu items. 
      1. Refresh Sage report is disabled
      2. Sage report properties is available
      3. Modify criteria is disabled
      4. Delete is available

    Of course this not a disaster, as Modify Criteria is available on the Sage report properties dialogue, and as we know if you modify the criteria then the report will be refreshed. 

    This however is not convenient to the user as the modify criteria dialogue always shows the default position, and not the parameters selected for that particular report. As each report will have its own criteria, and similar reports will have different criteria (eg we have about 125 departments and cannot afford to mix them up). I have written about this elsewhere in the suggestions area so it is not appropriate to say more here, and it may distract from the point presently in issue that the add-in currently does not work. 

    Just to confirm I have download and run the file available from 

    https://my.sage.co.uk/public/help/askarticle.aspx?articleid=29605

    and also from

     https://my.sage.co.uk/public/help/askarticle.aspx?articleid=27073

    though I rather think these are the identical files, all to no avail. 

    Please Sage tell us what we have not done, and add the necessary additional instructions into your help pages. 

    Thank you

  • 0
    SUGGESTED

    Hello , 

    Thanks for your question. We inquired with the Sage 50 US team about this who responded saying that a module called Excel Integration Module doesn't exist for Sage 50 US, and there is no Add-Ins option under the Options menu in Sage 50 US either. Sounds as though this is only applicable then for the UK version of the software. Hope this helps clarify things!

    Future questions related to this can be asked in this Sage City forum for Sage 50 Accounts and Sage 50cloud Accounts UK.

    Warm Regards, 
    Erzsi

  • 0 in reply to Erzsi_I

    Erzsi

    I shall have a look there, but should also ask the question here for completeness. Is there an answer to my question in the UK forum? If so will you post a link to it here, please, for the benefit of other users. 

    Thank you