An Excel query of AR_CashReceiptsHistory might have what you are looking for.

The Cash Receipts Report runs off of AR_CashReceiptsHistory and you can select 'Data Only Export' and Excel.

What if you don't have "Cash Receipts History" in  your AR module? Ours ends with "Daily Transaction Register" .

I was suggesting you pull the data directly into Excel, but it doesn't sound like you know how to do that.  Natasha's suggestion is better if you're more comfortable with pushing data from Sage into Excel.

What if you don't have "Cash Receipts History" in  your AR module? Ours ends with "Daily Transaction Register"

If you don't see the reports, ask whoever manages your Sage system to grant you access.

Look on the REPORTS Menu. It is actually called the Cash Receipts Report (no history in the title).  You can choose to print by period or by DATE.  You can select just one customer.  And if you choose your printer DATA ONLY EXPORT, it doesn't suck TOO badly in Excel.

Thanks. Your directions have been the easiest to understand. I did all that you have suggested but the only data it shows is info that shows up on the cash receipts report window ("Report Settings", "Report Options" & "Report Selection") &  page two has a single invoice listed. I am completely spent trying to figure out this software. What am I doing wrong here?!

Becky

Checking the check box to "Print Report Settings" is what gives you page 1, so don't check that.

Your selection page should look similar to this:

HOWEVER, it may be that you are not storing much cash receipts.

Go to the Setup Menu in AR, to AR Options, to the History tab, and see what your setup is for Cash Receipts History.

Possibly you're not saving much history or not all transaction types.

It is set up for 8 years and the only thing I noticed different is we do not have "Track Additions in Detail" checked. I'm not able to check it.