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Import : Preview imported elements before importing.

Preview imported elements before importing.. When importing (from a chart of accounts, for example), the import is carried out directly. In order to limit import errors (for example, a customer imported a file of G/L accounts and they were all in "fixed assets"), it would be a good idea for Sage Active to display a preview of the import (about ten lines, for example). If the information is OK, the import is validated; if not, it can be cancelled.


Original Idea : Avoir un aperçu des éléments importés avant que l'import se fasse.Lors d'un import (de plan comptable par exemple), l'import se fait directement. Afin de limiter les erreurs d'import (par exemple, un client a importé un fichier de comptes généraux et ils étaient tous en "immobilisations"), il serait bien que Sage Active affiche un aperçu de l'import (d'une dizaine de lignes par exemple). Si les infos sont ok, on valide l'import sinon, on peut l'annuler.

  • Guest
  • Jun 12 2023
  • Open to voting
  • Aug 31, 2023

    Admin response

    Thank you for your idea.

    We have translated it to English and it is now public in the portal so all users can vote and comment.

    Your idea will be reviewed together with all other ideas and taken into consideration on our current plans to enhance Sage Active.

    We encourage you to keep sharing and voting ideas so we can make Sage Active better together.

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