• Rules missing functionality?

    Hello, I've been pondering over a question for some time and have decided to seek advice here. I'm not completely confident in my understanding of the issue, so please bear with me as I explain. "I frequently use the import CSV feature to review…
  • Automate Customer account

    Hi All, We are a small UK SME running Sage one/accounting, and i am looking to automate a lot of our account setups and would like to know if anyone else has been successful. an example would be, I would like to send a new client a digital account…
  • Sage Intelligence Reporting - Existing Session Detected Error

    Hi - I keep getting "Existing session detected" screen error when trying to access Sage Intelligence reports. tried the help chat to be told they dont support it. Ive cleared browser history etc ... but still the same - started at the weekend trying…
  • Does Sage Intelligence work with Excel 2019 64bit?

    After years with Sage 50, we've switched, and I'm struggling to get useful reports - budgets, projects and the like. So I'm exploring Custom Reports in Sage Intelligence, feeding data to Excel 2019/64bit. I've followed the tutorials, but every time…
  • Sage Intelligence

    Hi All New to Sage Intelligence, have watched a few videos and I have also completed some training on Sage Uni. Our YE is 31.08 and at the moment our intelligence data load is only up to 2019. So September 2019 to April 2020 info isn't on Sage Intelligence…