Overview
Ensign can generate a dedicated export file formatted specifically for Sage 200. This export produces a spreadsheet containing a detailed line-by-line breakdown of your estimate, structured for import into Sage. For the Pegasus (EQ2) export, see Exporting to Pegasus.
Prerequisites
Before the Sage 200 export button becomes available, you need to enable two settings in system preferences.
- 1
Go to Tools > System Preferences and open the Miscellaneous Default tab.
- 2
Near the bottom of the screen, tick the option Show export to other format options on the summary table. This unlocks the Sage and Pegasus tick boxes on the Cost Code tab.
- 3
Switch to the Cost Code tab. You will now see an additional tick box for the Sage 200 export. Tick it to enable the feature.
Once enabled, a Sage 200 Export button will appear on the summary table alongside the standard reporting options.
Enabling these options also adds extra columns to the cost code setup screens — such as the cost code label (group code) column visible on the component type and manufacturer type grids. These additional columns allow you to configure the supplementary references that the Sage export requires.
Column layout
The exported spreadsheet includes the following columns:
| Column | Description |
|---|---|
| Cost code | The cost code associated with each item. |
| Product code | The manufacturer's product code as held in Ensign. |
| Description | The item description. |
| Quantity | The quantity, expressed per metre or per item as it appears in your takeoff. |
| Unit price | The unit price before discount. |
| Discount | The discount percentage applied. |
| VAT | A column for VAT — this can be filled in either before importing into Sage or handled within Sage itself, depending on your workflow. |
| Net total | The net total for the line. |
Generating the export
- 1
On the summary table, click the Sage 200 Export button.
- 2
Save the file to your Import Export folder in Ensign's cloud storage.
- 3
Copy the file from cloud storage to your local machine.
- 4
Open the spreadsheet and verify the data. In particular, check that the VAT column is populated if your Sage import process requires it.
- 5
Import the file into Sage 200 following your usual Sage import procedure.
Labour cost code exports
The Sage export can include labour cost code data if you have enabled the labour cost code column in system preferences. When enabled, labour costs are broken out with their own cost code references in the export file. Most users do not require this level of detail, but it is available if your accounting workflow needs labour and material costs separated by cost code.
Custom exports
If you need a cost code export in a format not currently supported, contact the Ensign support team. There may be an existing report format that suits your needs, or a new one can be considered for a future update. The standard cost code reports can also be exported to Excel Data Only format (see Reporting by Cost Code), which provides a clean column layout that can be restructured to match most import requirements.