This would be beneficial for anyone that uses Excel reports regularly as part of their accounting or operational processes.

We utilize the Over Under billing and AR Invoice (to see what's outstanding) report every Friday morning, and I realized that half the time spent on this process is just running these reports and getting them in my desktop. This is an extremely low value use of anyone's time.

If I set up automatic reports, I could have them in my inbox Friday morning, ready for me to use them. Currently, the automatic reports can be sent to my email, but they will be sent as PDFs, which is not useful to me at all.

In the current age of technology, we need to move on from PDF printable reports and have more abilities with Excel.

Sage 100 Contractor

by: Conor W. | 5 days ago | Reports / BI