Limitations – Sage – What data won’t be converted?

We only convert the core accounting information and not the following types of data:

• Sage archives or backup data that isn’t “open” or “live” (if converting from Sage 50)
• Classes/Locations
• Budgets
• Project/Departments information*
• Stock/Inventory Items
• Product/Sales Items
• Job costing
• Sub-account structure of the chart of accounts
• Fixed Asset Registers
• Sales and Purchase Orders
• Bank statements
• Quotes/Estimates/Draft/Unposted invoices or bills
• Repeating/Memorised Transactions
• Default nominal codes, payment terms or tax rates
• Custom VAT/tax rates (see workarounds used)
• Templates such as invoice templates
• Timesheets/Time Records
• Payroll and Employee Records
• Accounts that have never had any transactions
• Transactions after the “Convert To” date
• Deleted or cancelled transactions
• Nil value invoice line items
• File attachments
• CIS details
• Charity fund codes
• Custom fields (invoices/bill/contacts)

*If the option to convert departments is not displayed on the Conversion Setup page, then no department data will be transferred.