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Post Info TOPIC: Sage Instant and Office 365


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Sage Instant and Office 365
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Hello

I am using a vintage Sage Instant circa 2004 V12 alongside Office 2003 (Yes, I'm oldish and set in my ways).

I have the offer from my employer ( I work at home ) to take a share of his Office 365 but Sage say none of their programs are compatible with this.

I use Office for Outlook and Sage for remittance advices.

The thought of changing both Office and Sage at the same time has frightened me but I know I must update.

Your advice would be very welcome.

Thank You

Maybe I need to clarify............... do you manage to use Sage with Office 365, I've seen somewhere that 'with additions' it's OK.



-- Edited by cowslip44 on Wednesday 28th of January 2015 03:33:34 PM

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The desktop install of office 2012 work fine.

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Thank You, Bruce is that a disc to load?

Oh My Gosh - look at the prices, out of my reach, I'm afraid but thanks, Bruce.

Does anyone have experience of working Sage with 365 and 'add-ons', please?



-- Edited by cowslip44 on Wednesday 28th of January 2015 05:22:11 PM

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Guru

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Hi Cowslip,

I'm using Sage Instant v16 and Office 365 (the subscription version). Up until I read your post I hadn't tried running any reports from Sage into Excel 365, but just tried and I ran a Nominal bank report which seemed to work fine. Excel picked up Sage under the Add-In tab seemingly without me having to do anything I'm also running Quickbooks Pro 2014 and Excel picked that up as a separate tab too.



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Pauline



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Thanks, just the reply I needed to boost my courage. 

Sage now say, when pressed, that my old version and newer ones will work alongside 365 ( which my pc man has claimed all along ) with limitations i.e. my remittance advices won't email.

So, Tuesday is the day - switching to 365 - trusting I don't regret it.

Thanks again,



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An alternative to spending unnecessary money for Office 365 would be to check if that version of Sage (I can't remember that far back) can be configured to send the remittances out over POP3 rather than through Outlook.

Your 'PC man' will - or should - know what I mean by POP3.


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Vince M Hudd - Soft Rock Software

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Thanks Vince, I think he has mentioned that.   365 is being given to me by invitation, I wouldn't dream of paying for it, it's a way of updating my Office so I can take in versions of excel etc. that I currently can't open.



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VinceH wrote:

 POP3.


 

Vince means SMTP

 

Here is what you need to know to set up emailing reports.

 

http://www.makingithappen.co.uk/sage-50-guides/emailreports.htm

 



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Vince means SMTP

D'oh! I do indeed!



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Vince M Hudd - Soft Rock Software

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cowslip44 wrote:

... updating my Office so I can take in versions of excel etc. that I currently can't open.


Can Excel 2003 not open all later version files using the free Office Compatibility Pack?  



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Ian

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Sage accounts in Excel. No set-up necessary. Free 30 day trial.



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It's been emphasised to me that Office 2003 is old, unsupported and needs to go..... 365 is available to that route was chosen



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cowslip44 wrote:

It's been emphasised to me that Office 2003 is old, unsupported and needs to go..... 365 is available to that route was chosen


Fair enough.  



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Ian

Ian Brown FCA
Onion Reporting Software Ltd

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Sage accounts in Excel. No set-up necessary. Free 30 day trial.



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Thanks for your thoughts, much appreciated



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cowslip44 wrote:

It's been emphasised to me that Office 2003 is old, unsupported and needs to go..... 365 is available to that route was chosen


 It may be old, it may be unsupported, but it works.  I suspect the person adding emphasis had an interest in upgrading you not an interest in providing a solution that worked.



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I'm worried that you are right, Bruce. I got the impression that I was the last person in the world to use 2003 and Sage V12 and now, from you kind people, I'm thinking maybe I'm not?  Perhaps I should ask this chap tomorrow to help me with what I have rather than change to 365 which frightens me.  I plan to give up this bookwork in 2 years or so, just want to limp along in my old fashion till then, really.

Thank You very much for your input.  Janet

 



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BruceDenney wrote:

 It may be old, it may be unsupported, but it works. 


 I agree, although I usually use a version of open office and find it much easier than the constantly changing xl etc



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 Joanne 

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Thank You to everybody who gave me their thoughts on my Sage / Office 365 quandary.  I decided to stay with what I have and improve compatibility.  I am grateful you helped me push away the pressure and I shall now chug along with my comfortable old programmes and let someone else update when I retire.   Little hassle   small expenditure    all done    much relieved

Many Thanks, Janet

 



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OpenOffice is fine, I prefer Libre Office which is almost the same.

The problem is that Sage doesn't like it. The ODBC drivers are illogical and only seem to work with Microsoft Products, the main problem being the use of a comma as an ODBC delimiter, which also happens to be a delimiter in SQL and as a result Open/Libre/Office gets muddled.

I wish Sage had developed an open interface to any spreadsheet program and not gone down the proprietary Msoft route.



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For just about anything Sage :- switch to renting, pay-as-you-go sage support, sagecover, upgrades, application integration, reports, layouts, analysis or any other help making life with sage easier/less time consuming Contact me.

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OpenOffice is fine, I prefer Libre Office which is almost the same.

I was using OpenOffice before the fork occurred, so I just stuck with it. I tried LibreOffice when I bought a new laptop (almost exactly a year ago), but I found it didn't like some of the CSV files I received - which OpenOffice happily coped with. So I switched back to OpenOffice.

I wish Sage had developed an open interface to any spreadsheet program and not gone down the proprietary Msoft route.

There's a small part of me that wants to say "maybe they'll see the error of their ways in a future version..." but I somehow doubt it.

Personally, I wish HSBC would stop referring to CSV as "Microsoft Excel format"



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Vince M Hudd - Soft Rock Software

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