Exporting and Importing Financial Statement Layouts

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Do you have a new company set up in your system, but there is no Profit and Loss or Balance Sheet format set up?

Well Exporting and Importing Financial Statement Layouts will make the formats easier to create.

If you have an existing company on your Sage system that has the same nominal structure, you can copy the layouts from that company to the new one. By exporting and importing financial statement layouts you then don’t have to go through the time-consuming effort of recreating them from scratch.

From company with the existing layouts, go to the ‘Financial Statement Layouts’ window, pick either profit and loss or balance sheet, highlight the report and click export.

Save the file as a .csv somewhere easy to find.

Go to the Sage company that you would like to import them into and back into the ‘Financial Statement Layouts’ window. Pick the sort the you would like to import and click ‘Import’.

Select the .csv file that you saved earlier, click ‘Open’.

Click ‘Save’ and ‘Close’.

The imported layout will then be saved. We would always recommend then click ‘Validate’ as this will check whether there are any nominals missing from the report.

You can then rename the report if you don’t want it to be called ‘Imported Layout’.

You can have multiple financial layouts and you get the choice which one to run in the criteria window, so whatever you name it in the above window will appear as a selection here.

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NB: Be advised that the information/accuracy in this article may differ depending on which version of Sage 200 you use, as a result, some options and processes might look different. For all support queries please email [email protected].

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