UKI Compliance Ideas Portal

bring forward last year's tb without values

On my previous software I could just bring forward last year's TB with all the account codes but without any figures entered I could then just enter the figure for each code and that saved a lot of time. With Sage final accounts I have to export last year's tb as a csv then enter the new numbers, import to sage and then allcoate each number to account code again. This takes way more time.

  • Samantha Wayer
  • Apr 14 2026
  • We're Taking A Look At This
  • Paul Atkinson commented
    28 Jul 08:49

    Sage used to have the codes used last year and the comparative amount as a default when you deselected choose all accounts. They removed this a few months back. Please can they reinstate this as it would help manual TB entry.