Setting Up MAS 90/MAS 200 for General Ledger Exports

If this is the first time you are importing AcuityLogic transactions into MAS 90/MAS 200, you can use the CSV file exported from AcuityLogic to create a new exchange profile.

To set up MAS 90/MAS 200 for general ledger exports

  1. Ensure that your account structure (i.e., segment type and size) matches the account structure that you have set up in AcuityLogic.

    For more information about setting up account structure, refer to the MAS 90/MAS 200 documentation.

  2. Export transactions from AcuityLogic. See Exporting General Ledger Transactions from AcuityLogic.
  3. Open Sage MAS 90 Desktop.
  4. Click Modules, select General Ledger, select Utilities, and select General Ledger Exchange.
  5. If prompted to enter an accounting date, click OK to continue with today’s date.

    The General Ledger Exchange Settings Wizard opens.

  6. Click Next.
  7. Select the Import Data radio button, and click Next.
  8. Select Transactions from the drop-down list, and click Next.
  9. Type a name for the exchange, type a description as needed, and click Next.
  10. From the Duplicate Transaction Procedure drop-down list, select Replace entry with imported entry, and click Next.
    Eyefinity does not recommend selecting the Allow Out-of-Balance Transactions check box. If needed, select the Create Source Journals as Needed check box.
  11. Select the Create Sub Accounts as Needed check box, and click Next.
    Eyefinity does not recommend selecting the Create Main Accounts as Needed check box. Eyefinity recommends that you set up accounts manually. Refer to the MAS 90/MAS 200 documentation for more information.
  12. Click Next to bypass the transaction selections.
  13. Select CSV from the Exchange File Type drop-down list.
  14. Click the folder icon to browse for the transaction file that you previously exported from AcuityLogic.
  15. Click Next.
  16. Select the Standard File Format radio button, and click Next.
  17. Click Next.
  18. Select the new exchange setting from the list, and click Proceed.
  19. When asked if you want to test the exchange prior to importing, click Yes to view a report of accounts, or click No to skip the testing.

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