• 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…
  • Rapport des plus gros clients

    Je cherche a sortir un rapport pour mes 20 plus gros clients. Il me semble que je devrais avoir un rapport qui me permet de voir qui sont mes 20 plus gros clients de 2023. Pouvez vous m'aider avec cette problématique ? -----------------------------…
  • 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…
  • Error in Account Reconciliation with Outstanding Transaction Detail Report

    When I used the Match Bank Transactions function in the Banking module to help with making my lengthy bank statement reconcilable, I matched all the transactions, then look at my reconciliation on the reconcile accounts functions; it says I have no unresolved…
  • Issue with project allocations

    Hi, I have two questions.. 1) When i pull a project allocation report for this fiscal year (April 1 - March 31, I'm noticing that certain accounts are only displaying entries from 9/02 instead of 04/01, for example. The project allocation for…
  • Currency and balance sheet

    Hi I have a bank set up in USD, in which I made several entries. Everything is fine until the balance sheet report. Balance sheet indicates 2000 and the real amount on the bank statement is 3008 USD. When I click Yes to recalculate with a new change…
  • Audit journal entries

    Is there a way to list all journal entries as they were entered sequentially? Basically I want to audit journal entries prior to a correction. Even when I select All Journal Entries report and check the Corrections box, there are still numbers missing…
  • Determine criteria used by the built-in Sage Aged Overdue Sales Invoices Summary report...

    I need to find out what internal criteria is used by the Sage Aged Overdue Sales Invoices Summary report. I'm trying to build a list of customers that show up on this report and automatically export it for other purposes. I don't want to have to go in…
  • Report - Average days to pay

    Is there a report I can check average payment time for our clients? or do I have to go through every single transaction and count? Thanks!
  • Payroll Remittance Report

    Do I have to run the YE Remittance Summary Report before installing the update for the new year?
  • 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.
  • Inventory Summary vs Group Inventory and services

    I am trying to get a download of inventory ready for our Year End. I have categorized and noticed there are discrepancies in value. Through Reports 1) Inventory and services summary approx. $450.00/Inventory icon same 2) Inventory and services list…
  • Daily generated report

    IS their a way to generate a Daily report of income coming into the business. That could be sent out by email?
  • 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.
  • Payroll deductions and expenses doubled?

    Hi everyone, I have just come up to something that baffled me terribly and I need your help. Since I started using Sage 50 (back in 2015) I've always printed my Deductions and Expenses Summary report and based my monthly payment to CRA on it thinking…
  • 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
  • Get List of received payment with check information

    Hi Guys, I had an employee for a few months who when receiving checks from customer used the "receive payment" feature but didnt then create a deposit slip, now I have a few hundred checks i need to associate with deposits.... because of transaction…
  • Additional Reports for Sage 50 Canadian Intelligence Reporting

    Does anyone know what happened to the Additional Reports for Sage 50 Canadian Intelligence Reporting? It seems only US and Pastel reports are available.
  • 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…
  • Inventory report

    How do we get a report of every inventory item with Cost (preferably Last Cost), retail and on hand Thanks Doug
  • 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…
  • Was looking to have the standard reports be able to report by Department or group of departments with no other numbers in it.

    FormerMember
    FormerMember
    I need to report by Department each month Actual to budget, with no other information in the report. Would make life a whole lot easier.
  • $0 purchase orders

    I need a list of all POs that are $0.00. I can see them when I "Find an Order" under Purchase Orders. But I need to export to excel. How can I do this?
  • Sage 50 Canadian, sales invoice printing problem

    I originally wanted sage 50 to print the packing slip for me but later found it not to my liking, how can I set the printing preset back to just print invoice? by clicking the third option was how I set it to print both invoice and packing slip initially…