• Votes

    5

    Add Business Insights Explorer Views to Task Scheduler and add Excel ...

    Add Business Insights Explorer Views to Task Scheduler. Also allow export to Excel from Task Scheduler.
  • Votes

    1

    Run an over/under billing with only current year information

    It would helpful to be able to run an over/under report (6-1-7) with the option to only choose current year information.
  • Votes

    3

    Update Business Insights Dashboard as New Transactions Occur

    As new transactions occur in Sage, update dashboards. Also display automatically upon opening. This is one thing Sage 50 does far better than 100.
  • Votes

    1

    Previous Fiscal Year for Reports

    One of the great things about Sage 50 reports was that you could easily select a Previous Fiscal year or a Past Fiscal year to generate reports. Having to constantly ...
  • Votes

    35

    show voided and/or reversed checks on AP Invoice History Report

    I need to be able to see in a quick view on a vendor's history (even in vendor inquiry screens) when an invoice that was 'paid' but is now open because the check was ...
  • Votes

    6

    Add a DSO report to AR module.

    Days Sales Outstanding - DSOWhat Does Days Sales Outstanding - DSO Mean? A measure of the average number of days that a company takes to collect revenue after a sale has ...
  • Votes

    3

    Add the option of "prompt" for auto create PDF in report maintenance ...

    At month end there are regular reports that I want saved as a PDF but not throughout the month.
  • Votes

    17

    Add purchase order number field to general ledger detail report

    I would like to print a general ledger detail report that I could sort by vendor purchase order number.
  • Votes

    13

    Allow a customized explorer view (detail) to be saves and used ...

    Allow a customized explorer view (detail) to be saves and used directly. For example a sales order line view could be saved, instead of first going to the sales order ...
  • Votes

    13

    Ability to export formatting (i.e. grouping, subtotals, etc.) to excel ...

    Currently, if you add grouping or subtotals to a BIE view, they do not export to excel. Once the data is exported to excel you need to re-create the grouping, subtotals, ...
  • Votes

    3

    All all reports to be run by date ... if this can already be done, I ...

    Is it just me, or is there no option to run journals and reports by date ... not by transaction number
  • Votes

    5

    Auto emailing Sage Intelligence Report using athenticated SMTP servers

    For Sage Intelliglnce, the SMTP add-in only supports unauthenticated SMTP. So you would need to find a public SMTP server if you wanted to use it. ALL SMTP servers ...
  • Votes

    7

    override price report

    need to run a report of just overridden prices, by customer. We recently had a sales price increase on all items. The Retail and Standard price can be changed in IM, ...
  • Votes

    1

    Export Error

    60% of the time I export reports out of Sage 100 (AP, AR, Inventory, GL, etc.) I get an error and everything closes out. This is very frustrating when I am exporting ...
  • Votes

    1

    Explore reports, allow preview view to be default when opening a ...

    Explore reports are very powerful and easy to use, especially compared to Crystal Reports. For our company the PREVIEW VIEW of explore reports that gives line item ...
  • Votes

    1

    S/O Open Order Report by Customer and Product Line

    We have numerous customers that want monthly backorder reports by product lines. I can't find a default report that allows me to sort by product line.
  • Votes

    3

    A/R Sales Analysis by Salesperson should include COGS related to ...

    The report is populated from data stored in the AR_CustomerSalespersonHistory.m4t data file. The Job Billing Register does not update this file with COGS data. ...
  • Votes

    1

    Update task scheduler to include a field for customized email subject ...

    We have dozens of auto generated reports and most are different versions(report settings) of the same report(e.g. AR Aging, etc); however, each subject line is the same ...
  • Votes

    18

    G/L Financial Reports - additional default option for: "Actual & ...

    Can another report option be constructed and included in the default report options? We would like to have an option for: "Actual & Percent, Budget & Percent, ...
  • Votes

    5

    Task Scheduler Jobs - Accounting Date versus Posting Date

    Library Master, Task Scheduler jobs will use three different dates: Posting Date (Transaction Date), Run Date (server' system date), and Accounting Date. The Accounting ...