Sage 50 Excel Macros Not Working

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An excel macro is an action or a set of actions that you can record, give a name, save and run as many times and whenever you want. Macros help you to save time on repetitive tasks involved in data manipulation and data reports that are required to be done frequently.

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When data, including invoices, bank statements, receipts, and more is exported from Sage 50 to Microsoft Excel, & it fails or unexpected an error occurs which is the “Sage 50 Excel Macros Not Working”. To Resolve this particular Sage 50 Error the settings have to be set back to default.

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Learn how to turn on Macro in Backstage View

Generally, there are two ways to enable macros for certain files; either directly from the workbook or through the backstage view. Let’s have a look at the below steps:

Press the file tab
Now select info in the left menu
Move towards the Security Warning area and click Enable All Content (make this a trusted document).

Let’s have a glance at the reason behind having “Sage 50 excel macros not working” error?

This Sage 50 Error often occurs due to saving a file type that has been blocked by File Block settings in the Trust Centre in Excel.

What are the methods to resolve the Sage 50 excel error?

You can easily configure Excel to trust specific locations on your computer or local network instead of manipulating the global macro settings. Any Excel file in a trusted location opens with macros enabled and without security warnings. Even if the Disable all macros without notification option is chosen in the Trust Centre Settings. This lets you run macros in certain workbooks when all other Excel macros are disabled. For instance, Personal Macro Workbook- all VBA codes in that workbook are available for you to use whenever you start Excel, regardless of your macro settings. Walk through each resolution one by one to rectify the error within no time.

Method 1: To view the current trusted locations or add a new one

Read the below written steps to view or add trusted locations:

Go to excel and then open File, Options.
On the left-hand pane, click Trust Centre and then Trust Centre Settings.
In the Trust Centre dialog box, navigate to the Trusted Locations on the left side. Here, you will view a list of the default trusted locations. These locations are important for the correct work of Excel add-ins, macros and templates and should not be changed anyhow. Technically, you can save your workbook to one of the Excel default locations but it’s better to create your own one.
Give a click on Add new location if you are willing to set up your trusted location.
In the Microsoft Office Trusted Locations dialog box, you need to do the following:
1. Press the Browse button to hover over the folder that you want to make a trusted location.
2. If you wish any subfolder of the selected folder to be trusted too, verify the subfolders of this location are also trusted box.
3. Enter a short notice in the Description field (it can help you manage multiple locations) or leave it empty.
4. Hit OK.
Press OK twice to close the remaining dialog boxes.

Now, you are able to place your workbook with macros in your own trusted location and won’t bother about Excel Security Settings.

Method 2: Set back to default settings

To set the default settings read the mentioned steps below:

If in case the above-listed steps don’t work, restore the defaults for the Excel program in the Control Panel.
Next, reboot your computer.
In the end, once again try to open a report in Sage 50.

Troubleshoot Problematic Macros

If you are facing certain issues with Macros go through the given steps below:

Use the Step into button to access the Macro in which you are facing issues.
In order to step through Macro, the VBA Editor must have opened up.
Now you need to press the F8 key to continue.

Note: Make sure that the VBA Editor is positioned next to the spreadsheet so that you can see the steps as they are executed.

Exit the “Step Into” mode and attempt to fix the macro code if the macro encounters a problem and then repeat the “Step Into” process once again.

Automatically Running Macros:

Macros can be very powerful for doing many different things in Excel (e.g. formatting, filtering and securing data.) This makes the report one step closer to being ready to go as soon as it’s out.

Open your report manager.
Select the report that you want the macro to run in, run the report or open the Excel template in Design mode.
Generate the macro you want to run automatically, ensuring that in your macro you specify which sheet you need the macro to work in. (it will help by forcing the macro to choose the correct sheet even after you Create and Link the workbook with a different active sheet.
When you have created and tested your macro, save the template back or create and link the workbook back to the report.
Under the properties tab, tick the Show Advanced option at the bottom of the screen and Highlight the report in which you have designed the macro
In the advanced options list that is now available, locate the Run Macros on Completion option. In the text box type the name of the macro you created.
Finally, exiting the VBA Editor troubleshooting mode.
Make sure you Apply the changes to the report, once you have entered the name of the macro.
At last, run the report out and your macro will automatically run.

Some Additional Notes:

If there is more than one macro that needs to be run then separate their names with the help of semicolons.
In case a macro takes parameters, place these in brackets after the macro name in a comma separated list.
Macros will always run after any Adds-Ins should you have any Add-ins placed in the “Run Add-ins” property.
Combine macro names and Add-Ins in the same property to ensure the correct order thereof when running the report. For instance, In order to have a macro run before an Add-In, place the macro name in the “Run Add-Ins” property before the Add-In.

Closure!

Hopefully, these write-up invoices are helpful for you but if in case, the issue has still persisted and you are unable to resolve it alone, feel free to get in touch with the Sage 50 professional experts. They are always available to help you with instant and cutting-edge solutions. So, don’t be upset if your system doesn’t allow you to proceed as you can get in touch with us through Sage 50 Live Chat for quicker and better assistance.

FAQ

How to integrate large data sets in Excel?

These instructions will show you how to approximate integrals for large data sets in Microsoft Excel. It can be particularly useful when it comes to analyzing data from machinery or equipment that usually takes a large number of measurements.
To integrate your data sets in MS Excel, follow the steps that are jotted below:
1. First, hit on the cell below “Integral” and enter in “=SUM(“, keep in mind that don’t exit the cell.
2. Give click on the first cell under “Area”, hold, and drag downwards until all the cells in the “Area” column are selected.
3. Then, press the Enter tab.
4. Once you are done with the above step, you get a number under “Integral” that will be answered.

What to do if I wish to export from Sage 50 to Excel?

The exporting process copies Sage 50 data into a format that can be easily read by other programs. Here’s how.
1. Go to the File menu and choose Select Import/Export. Sage 50 automatically displays the Select Import/Export window.
2. Now, select the program area and then the template to use.
3. Hit Export. Sage 50 displays the window for the template you selected with the filter tab in front.
4. Select the order in which you want fields to be exported from the Report Order drop-down list. For instance, choose Customer ID if you want records to be exported alphabetically by ID code.
5. If you are exporting a journal from one Sage 50 company to another, choose the date type from the Date drop-down list and later specify the date range for which you need to export.
6. To continue the process, select or change the Filter Range information. This lets you exclude and include particular information based on type and ranges.
7. Once you are finished with the Filter tab, click on the Fields tab.
8. Choose the Show checkbox for each field wherein you want to include in the export file.
9. The order in which they appear on this window is the order in which they will be exported. The Col #field defines the order. You can show or hide all fields by clicking Select All or Deselect All.
10. Highlight the first field you want to move and press the Move button if any fields are not in the order in which you want to export them. Select the row just beneath where you want to move the field. This will place the field you moved just above where you clicked. The column numbers adjust accordingly.
11. Switch to any other fields necessary and if you are finished, navigate to the options tab.
12. Press the arrow button to select or name the export file, if required. Sage 50 supplies a default path and file name consisting of C:\, the original filename in Sage 50, and the extension .CSV. You can type over the default if you like and specify a path or the drive letter and directory to which you are willing to send the exported file.
13. Select the include Headings check box if you want the names or headings of the data fields to export on the first line. This can be very useful when it comes to view the file in a spreadsheet program. If you don’t click the include Headings check box, only the actual data exports.
14. Pick an option under if Export File Exists.
a) Select the first option if you want Sage 50 to confirm the operation first before overwriting the file.
b) Choose the second one if you want Sage 50 to overwrite the file without prompting.
c) Select the third option if you want Sage 50 to prompt for confirmation before appending the information to the existing file.
d) Choose the last one if you want Sage 50 append the information to the existing file without prompting for confirmation.
15. If you make changes to the fields and want to save it with a new name so it can be reused, press the save button and enter a template name.
16. To start the export process, hit OK.

What to do if a data set is too large for the Excel grid?

If you are using Excel for PC, it means you can import the file using Get Data to load all the data. However, the data still won’t display more than the number of rows and columns in Excel, the complete data set is there and you can analyze it without losing data.
1. Hover over a blank workbook in Excel.
2. Now navigate to the Data tab from Text/CSV, find the file and then select Import.
3. In the preview dialog box, click Load To> PivotTable Report.
4. When loaded, use the Field List to arrange fields in a PivotTable. The PivotTable will work with your entire data set to summarize your data.
5. You can also sort data in a PivotTable or Filter data in a PivotTable.

Speak to a Specialist about Your Sage Software

Headache🥺. Huh, Save time & money with Sage Technical Support 24×7 @ +1/, we provide assistance to those who face problems while using SAGE Peachtree (Support all U.S. & Canada Editions)

--- Support - We provide solutions for the following Sage (50, 100, 200, Payroll, Peachtree, Cloud, 3X, Impact, HRMS, CRM, ERP, One & Fixed Assets) ---