Custom Format for Sage 50

What is the difference between the Sage 50 format you can find from Pleo and Custom Format?

With our Sage50 format, you cannot include tags in the export, however, this can be done with our custom format, while also creating a template that is compatible with Sage50.

Sage50 however, cannot understand the custom formats negative values, meaning an additional column will need to be created to separate the positive and negative values in the Sage50. You can set this up by adding the Credit/debit indicator as a Column to your custom file.

How to set up Custom format for Sage50

These instructions are more of an example that might not work for all versions of Sage50. If you have any questions, please contact our Support team

1. Click on your profile image in the lower left hand corner and select Settings

2. From the menu option, select Accounting 

3. Choose Custom Format as your accounting system 

4. Set up categories

5. Set up Tags (Cost centres)

6. Make sure you have set up the settings like below

7. Create the columns for your export file. Click "New" below the Columns. 

8. Create each column using the image below as a reference
   
   

   In Custom Format, you can also use Teams and the department code as another data point. You just need to choose Project ID and the data source to be "Team code". The team code is always fixed for each user.

   
   

   If employees always need to choose the tag, then we recommend using the Tags in Pleo and choosing "tag name - ID" as a data source. Read more about Tags from here!

   1. Add an additional column with "credit/debit indicator" as a data point

   2. Click on the 3-dot menu to define the indicators

      • Use Debit code = BP

      • Use Credit code = BR

        
        
        

9. Change the rest of the format settings so you won't get any errors when importing

   1. Change the date format

      1. Choose Settled date

      2. Click the 3 dots on the green box

      3. Choose dd/mm/yyyy

   2. For Net Amount and Tax Amount - make sure the number format is 1000.00 (not 1000,00)

Read through this article to see how to import transactions to Sage50.