• Fund/Project Income Summary: multi-period report

    Hello, I have been working with the client on the "Fund Income Summary" reports (I believe these could be called “Project Income Summary" in a different type of organization). We have been using quarterly reports and have achieved good results so far…
  • Cashflow Statement - A/P operating vs investing activities

    Hello, I am trying to produce a reliable and accurate cashflow statement in Sage 50 Quantum Accounting Canada. To me, a cashflow statement should start with net income, then take into account cashflow adjustments from operating activities, investing…
  • Sales report by foreign currency

    Hi, We have sales in US and CAD. For the Sales Report by Customer : Is there a way to have the information in foreign currency, instead of CAD. Thanks.
  • Running Quote Reports

    Is there a way to run a report in sage that lists all the pending quotes not yet awarded? The only report I can find is the Pending Delivery Orders by customer.
  • Reports not present

    Hello, I recently upgraded to sage 50 pro 2021 (from 2003) and my financial and tax reports are not showing up in the report center. Any ideas? Do I have to reinstall? Thanks Kosta
  • Excel processes don't end after exporting report from Sage and closing

    Having a problem for the last few months. We go to generate a report and once its up, we push the Open in Excel button, it opens and we can view the exported report. The issue is once excel is closed, it doesn't close the excel process in task manager…
  • Do you have access to reporting in read only mode?

    I have closed my business and do not need to post any new transactions into my Sage program. I want to cancel my subscription, which I understand would mean my program is switched to read only mode. When you are in "read only" mode do you still have access…
  • Last years sales missing from reports now

    I remember when the Customer List report had the option to display the column "Last Year's Sales" It's no longer available. This was very useful when comparing YTD Sales with Last Year's Sales to analyze customer sales vs the previous year. In the repot…
  • Sales Reports

    Hi, I'm using Sage 50. Could anyone help me on how to run a sales report which can show Item Description from the invoice? Thanks
  • Detail Reports For Multiple Years

    FormerMember
    FormerMember
    Is there a way to get a detail report for a Balance Sheet account for multiple years without having to do them one by one? For example. a detail report for the bank account for 5 consecutive years?
  • Crystal reports inserting duplicate unwanted field - what am I doing wrong?

    I know there's still some fellow "old school" CR users here ... I am updating our check form - simply making a couple of minor alterations to PAYRLCHQ.rpt I want to replace 47/100 with 47 Cents The form has no 'Page Header' when I begin. I click somewhere…
  • Compare customer sales over two periods?

    Is there a way to compare customer sales over two periods? I would like to see how much we sold to a particular customer last year vs. this year, but I can't seem to find a report that covers that.
  • Sage 50 2016 Export to csv or open in excel data is not numeric

    I'm using Excel 2016, and just upgraded to Sage 50 Pro Accounting 2016 because the Sage sales guy said that it was compatible with Excel 2016. However, when doing "Open in Excel", it only shows the option of Excel 97 - 2007. After saving this .xls file…
  • Tax Summary Print Out for GST

    Does anyone have any idea why, when I print the Tax Summary for GST that there would only be purchase information appearing and no sales information? Any help would be appreciated. Thanks! Elaine
  • Reports

    Good morning. I have two visas set up in my accounting and made some simple errors that i then fixed (ex: using wrong card for transaction). that has been fixed. But now when i print out my transactions by account report for each card... the wrong vendor…