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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…

Is there a report I can pull in sage that will show me what we have paid out to our subs on a job so far vs what we have received so far from our client on this job? The client is making payments, and we want to make sure that we haven't paid our subs…

Can anyone help me wth how to have Sage PR mod compile the EEO-1 report?

Hello community, I am in desperate need of HELP ! We use Sage Business Vision for small business version 2023. We installed it on 1 new computer with Windows 11 operating system in November 2022. Originally, there was an immediate C++ runtime error…

We are wanting to run the 1099 report to see if anyone is missing their TIN. When we attempt to run it, we are not given 2023 an an option on the drop down menu. Our fiscal year runs from Oct 1 - Sept 30, so I am not sure if this is part of the issue…

Hi - With the disappearance of Intelligence Reporting, I have run into a brick wall on accurately accounting for and calculating the commissions that my sales reps get. I have tried to do it through the Invoice Register, but the report that it spits…

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…

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…

Hi Everyone, We seem to be having an issue with our A/P Vendor Reports. One of our users was able to run a T5018 form from the "Print T5018 (CPRS) Forms" icon on Feb 10th. Now when she goes to run the report the icon is no longer shown, along with the…

Can we create a SOC 1 Type II report in which service auditors test the internal controls over Sage reporting?

I'm looking for assistance on an Inventory Valuation Report. I'd like the report to sort via valuation. The highest values descending to lowest. I can't export to Excel and sort that way because of serial numbers. Does anyone have ideas on how to…

Hi all, I'm relatively new to using the Client Funds function. Fyi, I'm using TImeslips 2020. I entered a payment into client funds in March of 2022 and later determined the payment was for a related client and wanted to move the client funds to that…

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…

We have recently upgraded our Sage 300 CRE to version 22. Now when we try to run our aging report in accounts receivable we always get this error. Faulting application name: AR.EXE, version: 22.2.1.113, time stamp: 0x6336a3bd Faulting module name…

Hi all! I'm hoping for some help on locating a report to do the following: Show User WIP only by Case. In short I am trying to create a report where I can sort by Case Nickname 2 that will show me the current users with time to be billed. I simply…

Hello, I am looking at sending an automated monthly report to a customer with a list of the items they supply us. If possible, I also wanted to provide a breakdown of any work orders, inventory adjustments, etc against each item. Is this report possible…

Good day, I have a job cost report for several projects that was set up to auto email every week to my email. We have long since completed these jobs and moved on to new jobs. I have two questions: 1. How do I remove the old job automated report emails…

Hi, I am trying to export my sage spreadsheet to excel with the stipulation that all relevant cells populate with the spreadsheet formula as it is set up in the sage spreadsheet (i.e. an item's total amount contains a formula that is the sum of all…

Hi, I am new to Sage, How do I run a report that will give all the open invoices for a specific project ?

When modifying a report, there is an option to enable 'or' logic in the selection criteria. I'm having a hard time setting this up and wanted to see if anyone has had success with this.

I'd like to be able to pull a Gantt chart that shows everything going on in a month/quarter, ideally for the whole business and by supervisor. I've dug through all the report options and can't seem to find anything, but the Gantt charts are kind of useless…

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!

I am new to this program and cannot seem to find the right reports that I need that would include everything for the auditors. Any suggestions?

So my attorney charges her clients a retainer fee based on the type of case she is handling (so each client can have a completely difference retainer amount), and on top of that, she is billing AGAINST the retainer. We were generating bills in Word format…

Hello, We are having an issue with exporting reports to a pdf file. Random reports will not open and acrobat gives the message "Adobe Acrobat could not open 'name_of_file.pdf' because it is either not a supported file type or because the file has…