• General Ledger Budgets

    Is Creating a Budget in General Ledger a useful tool or is it better to create the budgets in Excel and export the data from GL?
  • Adding ICITEMO field to an OE picking ticket

    I am attempting to add ICITEMO fields to my OE picking ticket, but some how I cannot select the ICITEMO table in my sub report. I do not see any of the optional field table being able to be selected. Any ideas of what I am doing wrong.
  • Bank register

    Hi, Are there any 3rd party add ons that will create a bank register showing all the transactions to get to the bank balance? Similar to the quickbooks bank register. Or is there any report that can be written in sage to accomplish that? Thank …
  • Bank entry import template

    Hi, does anyone have a template created that only includes the required fields? We are trying to save some time on testing. Ty.
  • Statetement designer - not updating current year figures

    Hello, I am trying to run a an IS through the statement designer function in Sage 300 ACCPAC. August would be period 1 of FY2022, however when I select this period, all the figures that come back are 0. If I select period 12 FY2021, everything runs…
  • A/R Prepayments Payment Plan

    Customer Receipts are posted in the A/R as Prepayments because there is no Invoice. There is a plan on when and how much the Customer should pay. How can this Plan be managed in Sage 300 without raising an Invoice? An invoice is raised at the end…
  • Billing

    Is there a way to change invoice formats in billing... contract-based invoices? We do this when we print a "draft" to send to the engineer for approval before printing on the official documents. I would like to use the p-pb detail with retainage for…
  • Monthly Trail balance for Prior year

    Hi I am creating a trial balance report to breakdown all the month balance for current year and prior year in one report. Our year end closing is on 30 June of each year. The information show correctly for all the months of the current year with…
  • Roll up Parent Child Relationship

    Hi all, I am making custom financial report. How do I check if an account is Rollup, Both, Member, or No as in COA Screen? Is there any function to display Parent-Child Relationship? Thank you.
  • JE listing for a month or year

    has anyone found a way to print out the journal entires for a specified period. If I write a source journal with the source codes added i get the correct data however it prints in account order. I am wanting a report that shows more like a posting journal…
  • AP Check Customizacion

    Hi, We have an AP check report customize so we can print fields correctly in pre-printed forms. Once we upgrade to Sage 300 2018 - not sure why - fields move a little bit (we upgrade to a new server but workstations are the same) and its same printer…
  • Amending Formula in Financial Reporter

    I don't know if this is possible - I have a budget report and on most of my lines I have \ that picks up all the values related to the line. For particular reporting this year, I have to deduct a value from that amount - I can't specifically adjust the…
  • AR Interest invoices - Sage 300 2017.2

    Hi, Does anyone know of a way (add-on? or Crystal modified?) to print an AR invoice with the original amount and interest due, when appropriate? Thanks,
  • cheques for Sage 300 - printer

    anyone know of a place to order Cheques for Sage 300 with the cheque at the top for Canadian address. the cheques and forms link from sage 300 help menu doesn't allow a Canadian address
  • Customization of a report - help with formula

    Our fiscal year is Jan to Dec - I have some reports for funding that I need to do that would be April 1/16 to Mar 31/17. I typically have done them manually, but I don't have time for that anymore and am trying to create a report that would pick up the…
  • Convert bank statement to OFX format

    Hi support, My client is looking for a program to convert bank statement to OFX format in order to be imported into the OFX statement reconciliation in Bank service. As his office is located in China and most of the China bank does not provided…
  • Customized PO

    Saturday upgraded from 6.2 to 6.3,before upgrading all customised reports were removed and after installation moved to the specified folder. Currently have customised reports in A/R and PO, the PO customised reports while printing appears an errors as…
  • Creation of bar codes in Sage 300 2016

    Is it possible to create bar codes in sage 300 2016?
  • Formula help for Financial Reporter

    I'm working on amending reports for our Board of Directors - I can't figure out the formula for one of their asks. I need a column for the current quarters actuals and one for the current quarters budget. It can't be cumulative, ie the 2nd quarter can…
  • Financial Reporter, not able to consolidate by Account Group

    I am trying to have my income statement summarize by account groups. In column "D" I already have D(ACCTGROUP) and it is not summarizing/consolidating by account group. This is the information I have in cells A44 to D45: \\ACCTid Z D(ACCTgroup…
  • AP check - adding PO number column on stub

    We want to print the PO number on the AP check stub but I don't see how I can link the APADV table to the correct field in the AP header (APIBH?) table. Would appreciate some insight into this. Thank you.
  • Financial Reporter Drill Down

    How do I drill down in the Financial Statement Balance Sheet? I tried using FRTRN ("BALP") but it did not work thanks frank
  • AP Check Printing Form

    When I select 3 invoices to pay for the same vendor, it prints out 3 pages using form APCK01.RPT. Is there a way to have all the invoices selected show on a the same stub as the check being printed? Right now, it uses 3 check forms when it could only…
  • Payroll - Active and Inactive Employees

    Hello! When I am doing payroll and I am entering information on the employees timecards I use the arrow key on top to move between employees. I have several inactive employees and I have to go through all of them as well. Is there a way to have them…
  • Financial Reporter - help with formula

    I'm working on a template for 2016 budget. The BOD want 3 columns - 1) Actual 2014, 2) Budget 2015, 3) Budget 2016. I can't figure out what the formula would be to pick up the Actuals for 2014. Any suggestions? I tried =FRAMTA("ABALP.2014"), also =FRAMTA…