• 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…
  • How to show Fund (or project) column in General Ledger report

    I'm wondering if there's a way to have a transaction's fund allocation represented in the General Ledger report from Sage 50? My client would like to review all transactions via the General Ledger and see also what fund each is attributed to. Right now…
  • 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.
  • Project income report - "changes to balance forward"

    In Project Income report, there is "changes to balance forward" line for some Projects - please see the picture below. Job # 19TM011: Robson Park - does not have the line, but Job # 19TM012" Broadway and Cambie" does have the line for "changes to balance…
  • 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
  • Project Reporting Only Goes Back 1 Year?

    We have some 'straggler' projects from 2014 that are still active projects. It seems I cannot generate any Project Income report that uses a date earlier than Jan. 1, 2015 now that I have rolled over into 2016. That seriously sucks :( Are there any…
  • Project Budget Detail Report

    I am trying to run my Project Budget Detail Reports - Actual Vs. Budget, however the first line of expenses has minimal amounts listed under "unassigned budget amounts". I am not sure why that is or where to go look for the error or what was missed. Does…