CiviPlus allows you to export financial transactions in a number of different formats, including one that is compatible with the Sage 50 accounting software.

Your system needs to be configured with certain settings that Sage needs - see the article on How to configure CiviPlus Finance to understand how to do this.

Once the configuration is complete you can move on to actually exporting the transactions.

In CiviPlus an Accounting Batch is a way to group together multiple transactions into a single set using specific criteria, such as Contribution Type (Membership Fees, Donations, Event Fees etc), Payment Type (Credit Card, Cheque, BACS etc), date and a number of other options.

To create a batch, navigate to Finance -> Accounting Batches -> New Batch

The New Financial Batch screen allows you to name the batch, and provide some high level criteria for the transactions that should be included in it. These can be further refined in the subsequent page.

Batch Name and Description allows you to uniquely identify this batch. If you export all transactions then the default name is probably sufficient, otherwise try to include something that identifies the content of the batch as well as the date e.g. Membership Fees 2024-12-06, or Direct Debits 2024-12-06.

You can optionally specify a specific Payment Method (eg Credit Card) that you want to include in the batch, and also limit the number of Transactions and/or the Total Amount of the batch. Finally, you can specify one or more Owner Organisations that the transaction belongs to.

When you click the SAVE button you will be shown any transactions that meet the criteria you specified in the initial page at the bottom of the screen, and a expandable Edit Search Criteria that allows you to be very specific about which transactions you want to include in the batch. Enter any more criteria that you want, and click the Search button. Keep doing this until you have found the transactions that you want.

At this point you can add some, or all, of the transactions in the search window to the batch. Click the box at the top left of the search results window to select all of the transactions, and then assign them to the batch as below:

Or you can select individual transactions by marking them on the far left column, and clicking Actions -> Assign to Batch -> Go .

You can continue to add and remove transactions from the batch until you have the set that you want. You can the click CLOSE BATCH to save it (you won't be able to add/remove any more transactions), or click CLOSE AND EXPORT BATCH to actually create the Sage export file.

if you choose the former option you can create the export file at a later date, and it you choose the latter option you will be asked to select the specific format of the export file depending on the target accounting system:

For a Sage export file we select the last option, and the csv file will be saved in your download folder with a file name of that looks like "Financial_Transactions_5_20241206160115.csv".