• Sage 300 CRE GL system has a SOC 1 Type II report in which service auditors test the internal controls over Sage reporting

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

    Is there a way or method I can run a Profit and Loss for a specific time period - for example, 7/1/2018 through 6/30/2019?
  • Only some job numbers showing on "JC Receivables Aging by Draw as of Accounting Date" report

    When I run the "JC Receivables Aging by Draw as of Accounting Date" report, I can see all of the outstanding draws by job. However, some job numbers/descriptions show up and some don't. It's a standard report, but I've tried to customize it many times…
  • What does *!! at the end of a general ledger report mean?

    On some reports at the end I'm seeing *!! at the end and was wondering why or what it meant
  • Where are formulas being used

    I am trying to find out if there is a PSQL query or a report that I can run that will show me where formulas are being used - or if they are. So, if a formula is being used, is it used in another formula, report, etc. I have 100's of formulas & reports…
  • Report Designer - NEWDATE to generate LM(Last Month) and MTD(Month to Date)

    I am really stuck, have spent too much time spinning my wheels on this. I have created a new report with values coming from Job cost, Contracts, Billings etc all coming from transactions using Accounting Dates. I am using a Prompt so I have a "Cut-off…