Trial balance report and balance sheet by month for 2019

SUGGESTED

I am in search of a resource to help me generate these reports from SAGE CRE 300.  The system will only go back 23 months.  Looking for recommendations on a resource that can assit me in createing these quickly.

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    SUGGESTED

    If you archive your data folder annually, you can run these reports from an archived data folder if you upgraded your archived data folder.   The other thought is you may have saved reports to file when originally ran and you can just open the printouts.

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    Rob,

    As long as you are on v9.8 or above, General Ledger started storing Month End and Year End values for the previous 10 years.  By default, both your reports and Financial Statements max out at 24 months ago.  However, you can copy and modify your Financial Statements to report on any period within the last 10 years.  Also, if you own Report Designer, you can modify the Trial Balance report to access those older period as needed.

    You can contact me directly at (503) 501-7275 or [email protected] to discuss further.

    Todd Baker
    Sage 300 CRE Consultant