At present when importing the template for the TB even with nominal codes on template file the mapping has to be done manually with the import. This removes any benefit from importing rather than manually entering the data.
Kathleen McCabe
There's a few things we have done, and plan to do to improve this area.
Automatic Mappings: When importing you can now select the source of the data, and we auto-map a large amount of nominals across Sage 50, Xero, Sage Business Cloud.
We are currently working on the automation for Sage AcountsPrep and Tide.
We also intend, but have no current timeframes yet to have a home, for master settings and defaults, once we have delivered this new home it would be the place a user could save their own mapping file to for future use.
If you want to explore further, you can email me direct steven.cartlidge@sage.com if the source data is not listed and we have no mappings for you today, we can explore and look to add a new option for auto-mapping.
Regards,
Steve Cartlidge