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Analysing accounts using Excel Integration - on premise only

Open: Excel Integration.

1. Select the required report.
2. Choose to enable or disable macros in the report when prompted to do so.

If you choose to disable macros, the report values will not be displayed.

3. Integrate Sage 200 Excel functions with Sage 200. This task is only required once when you first use Excel with Sage 200.
1. Within Excel select Options. Accessing Options differs, depending on which version you are using. For example:
• Within Excel 2007, select the Office button and then select Excel Options.
• Within Excel 2010, select File > Options.
2. Select Add-ins from the left pane.
3. Select Excel Add-ins from the Manage drop-down list.

4. Click Go.

The Add-Ins window appears.

5. Click Browse.

6. Search for the MMS_Excel.xla file.

By default the file is stored in the ...Sage\Excel folder. If you are using Sage 200 on a network, specify the network path (as a UNC path).

7. Click OK to return to the Add-Ins window.

If you see the following message: Copy MMS_Excel.xla to the Addins folder for <user name>, select No.

8. Make sure the Sage 200 Excel option is selected.
9. Click OK to return to the Excel spreadsheet.
4. Select the appropriate spreadsheet tab to view the report in the format required.
5. To update the values choose Sage > Refresh.

If you are a multiple company user and want to change to another company, close Excel and log out of Sage 200. Open Excel, select the required report, click Refresh and then log back into Sage 200. Select the required company when prompted.