Sage 300

I would like to export the opening balance sheet in Sage 300 but without including the other entries for the entire month, just the opening balances. The same would like to do for the closing balance sheet.

*Some future speculation on the future of Financial Reporter - not a support/help request* On my test system I have Sage 300 2023 PU1 installed where I noticed under the *\Online\Web\App_Data\FinancialReporter folder there are three files including…

Hi, We are considering using Aatrix for goverment payroll reporting. Are there any situations we should be aware of? Thanks.

Hi all, Looking for your expertise here. I need to create a budget to actual report under the PJC module. I understand both budget and actual numbers can be found under the PMBUDD table but the trick is each contract can varied in length (months). For…

Hi There Does anyone know how to include billing->inquiry->transactions data to be sent on a regular basis via myassistant We would like to be notified of any rejected transactions. I cannot find and i don't know how to create a report to match…

Sage 300 with RDP session to server. User cannot add report object. Select Object > New or R-Click > New, and it stops there. All option including Report are greyed out. No problem with ADMIN or other users.

What is the proper report to use to view orders invoiced but not shipped? We have tried to use Order Action Report and set the type to orders never shipped but it is not generating accurate data. Any insight will help! Thanks in advance.

Hi, does anyone have information on this? How long is Sage going to develop and support this product for Sage 300? Ty.

Sales Intelligence reports stops at "Running Add-In PLPluga.A.ExtendFormula" the "there's already data here, do u want to replace it" comes up.

I keep getting this excel error message when I run the sage intelligence report. How do I fix this?

We have a few customers that are using Sage 300 2021 or 2022 with the latest service paks installed and using the financial reporter to generate their reports. Each of them have 200 or more departments. They would like to be able to print these larger…

Does Sage Business Intelligence in Sage 300 Require Excel to be 32-bit? Sage 300 v2022

Hi there, I would like to create a Revenue and Expense statement for budget purpose, that shows current year YTD, Last year Annual Auctual, and the year before Annual Actual, what is the FR function I need to use? I also would like to create a…

Sage 300 How would I get a .csv file of all vendor payments made during a calendar year by vendor by expense type(account)?

Hello Everyone. How do I print the totals for a range of accounts for the whole year using FRPOST function?.(I'm using FRPOST because of the Transnational Optional fields). The current formula ' =FRPOST("TRANSAMT","2400:2400ZMA","(T.ACTIVITIES LIKE…

- report launches from Sage web client and functions fine with paramater set to a certain department - Add a runtime paramater for department report works fine from classic client - report will not run from Web client Unexpected Error: A problem…

Hi We are using Sage 2017 version, Please advise how to change the report format. All report comes with the name who left our company. Our sage cannot be opened via web browser (becouse of no cloud version?) and ther are no "setting" botton on my…

Sage 2023 has not been officially released in Australia yet so I have not checked in the install iteself. In relation to this thread https://www.sagecity.com/us/sage300_erp/f/sage-300-announcements/190585/important-information-regarding-sage-intelligence…

while trying to run sage intelligence report under report manager, hit the following error. error occurred trying to refresh excel's links to its installed addins. the error was [unable to set the installed property of the addin class}. the report will…

Hi, Using Sage 2022 on Windows 2019 server. I am facing a problem with running PJC canned reports in Intelligence reporting. This is with the dates in the filter screen that comes up as soon as I run the report. Please note that I am using European…

I am having issues with opening multiple Intelligence Reporting reports from the same company database. If I only have one open everything is fine and works well but if I open a second one (from the same company database) all of the formulas from the…

I am attempting to create an On-Time Shipping Report. I want to add a parameter to only show items shipped during a certain date range. I am using the same logic as the OE Sales Report, but my parameters are being ignored and I see all records. Any…

Hi I understand that Sage will be supplying patches for supported versions of software once this is disabled but what will the impact be on Sage Intelligence. Thanks Stacey

Hi, we need to send financial statements in Excel to a third party. How can we create a separate Excel sheet with the data and formatting produced by Intelligence? Ty.

When using Sage 300 webscreens, is there a way to run Intelligence reporting with installing Sage 300 desktop version.