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  • IRS filed without entering some Loan details

    How can I input them for that specific year if an investor uses his credit card to pay for a company's software subscription expenses but they are still not recorded in the books and taxes have been filed for that year? How do I enter the transaction…
  • General Ledger Detail Reports

    Hello. Is it possible to run multiple general ledger detail reports at the same time, but have each account print on a separate page? I have to run up to 14 reports each month for 60 clients and if I could run 60 reports each month instead of 840 that…
  • Copying Find Transactions Report to Excel Frozen

    Hi! I was trying to export a report to Excel and it is frozen. Can not log out and restart a new session. When I log out and back in I go back to the screen that is trying to download the report. I am logged into a remote server. How can I cancel…
  • Cash vs Accrual Method Report Options

    Quickbooks has the ability to switch between the cash and accrual method for financial statement reporting. I know that this is not possible in Sage but are there any plans in the future for this option? It would be nice to switch between the two…
  • Barcodes ( QR Codes)

    Hi All Maybe someone on the group has had some success in creating a QRCode that contains more than one data binding ( concatenated fields ) - we are using document management software and would love to automate the filing of our signed documents via…
  • Reconciling WIP account in PJC environment

    We are using Sage 300 Premium 2018 (Accpac) with the Job Costing module. I don't have a method of auditing the balance of the WIP balance sheet account. The balance is climbing, and it is as if transactions are being "dead-ended" there and not flushed…
  • Accounting Intelligence Reporting

    Get better visibility into your business! As a small business owner, getting a handle on your business’ financials doesn’t mean you have to be an accountant. But you do need to know what the numbers mean and where they come from. We want to show you…
  • Free five-part video series on reporting: Gearing Up with Sally

    Learn about report creation and how to visualize your data better with this FREE, five-part video series. In Starting Out with Sally , you discovered how to make sense of the numbers behind your business, as Sally led you through practical ways to improve…