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Chart of Account : Export on csv format compatible with Sage Active Import format.

We request that the export format of the chart of accounts in sage active corresponds to the import format requested in sage active.

This export capability should be accessible with an "export" button directly in the chart of account screen.

The aim is to be able to export a chart of accounts, create a company and import the same chart of accounts.

This is in case the customer has customized it. To do this, the formats must be the same.

Or if I have 2 companies, it's interesting to be able to export the chart of accounts and import it into the 2nd company.

Exports are made by right-clicking on the chart of accounts, and choosing the menu to export.


Translated with DeepL.com (free version)Original idea : Nous demandons à ce que le format d'exportation du plan comptable dans sage active corresponde au format d'importation demandé dans sage active.
Le but étant de pouvoir exporter un plan comptable, créer une société et importer ce même plan comptable.
Ceci dans le cas où le client l'aurait personnalisé. Pour ce faire, les formats doivent être les mêmes.
Ou si le client à 2 sociétés, il est interessant de pouvoir exporter le plan comptable et l'importer dans sa 2eme société.
Les exports se faisant via un clique droit sur le plan comptable, et l'on choisit le menu à exporter.

  • Guest
  • Nov 20 2023
  • Open to voting
  • Feb 23, 2024

    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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