Export Multiple Trial Balance Report

Hi,

Thanks to this forum that I have learn a lot of skill and knowledge about Sage. Recently, I am working on a project, and I am wondering if I could do it in a efficient way.

Here are my situations:

1. We have more than 20 sage 50 files setup for all our companies.

2. We will need to generate an update bank balance report for the 20+ companies few times every month according to our bank ledger balance (this will include all outstanding cheques).

3. Now we will need to open all 20+ sage 50 account trial balances to manually update our bank balance report (mistake might occur as it is manually typing) few times a month.

4. I have built a spreadsheet to capture all the bank balance if I exported the trial balances to excel files. (This eliminates all the typos when entering the balance)

5. We need userID and password to log in to the every Sage file. 

I am wondering if there are any ways that I could export all the trail balance from the 20+ sage files in a more efficient way (time saving). Or if there is an actual method that I can retrieve the ledge balance from multiple sage 50 files all at once.

Thank you in advance,

Alvin

  • 0

    Hi Alvin: Using Excel and importing the Balance Sheet from each company would be my starting point. However, there is a Sage Development Partner which may be able to help further. Contact Logicim at https://www.logicimtech.com/  I have used them for some custom reports and been very satisfied. They specialize in Sage 50 Canadian reports using their program XLGL. If it is in Sage 50 they can report on it, the twist may be 20+ companies.

    Hope this helps