• Votes

    7

    Sage Intelligence - Report Designer - Reporting Tree by Account Groups

    The ability to create reporting tree branch by account group codes (single or multiple groups) or an extra layer of filter by account group codes. Complicated reports ...
  • Votes

    1

    Journal Entries report filtered by date

    There should be a Journal Entry report that allows the user to filter by posting date AND sorts the report by Journal Entry number (the same way Sage 50 does).
  • Votes

    4

    Optional fields for A/R Aged Trial Balance and Customer Transactions

    Clients are looking for additional reporting information related to individual invoices. There should be option to include optional fields with Transaction reports and ...
  • Votes

    5

    Redesign you PJC Contract Summary report so that it can be exported on ...

    Redesign you PJC Contract Summary report so that it can be exported on one line in order for the columns to be lined up properly and enable easier use of the excel table ...
  • Votes

    1

    Add Vendor Remit-To Locations Parameter on Vender Transaction Report

    we need to print vendor transaction report and Aged Payable by selecting Vendor + Remit to Location can you add parameter on Select Vendor by Remit To Locations
  • Votes

    2

    Font Encoding of PDF file generated for invoice to be in ANSI Format

    The Tanzania Revenue Authority (TRA) requires all sale invoices to include an electronic signature of the official receipt to be printed with the invoice report. On the ...
  • Votes

    1

    Allowing GL Account Security for Sage Intelligence Reports

    There should be a way to restrict users downloading certain data at the connection stage. For example, Sales Manager might be restricted from seeing other GL accounts' ...
  • Votes

    1

    DE34 REPORTING FOR CALIFORNIA BUSINESSES

    There should be some type of form for California people to print out a Report of New Employees (Form DE 34) with a prompt that tells us we entered new employees do we ...
  • Votes

    1

    Exporting reports as Excel or CSV

    in the old Sage 300 we were able to send an email of a report in Excel format. In the cloud SEOS version we get a message stating "The export format is not yet supported ...
  • Votes

    1

    Additional Sage Intelligence date variables

    Please create more date variables or allow us to create date formulas to use in parameters setup. Often it would be good to have the prior month or prior day or prior ...
  • Votes

    6

    Intelligence Report Viewer

    Hi Could you enhance the Report Viewer so that user will only see report they have rights to? Note I am not talking about not been able to access a report from the ...
  • Votes

    2

    Sage, please document which reports are triggered by which programs ...

    At the moment, the only way to tell which report is run by which program and option is to run them all, trying all options, then again after every update. Someone at Sage ...
  • Votes

    2

    National Account Statements Inaccurately Reflect Assigned Transactions

    If you enter an invoice for a customer that belongs to a National Account, the statement should also reflect that activity when the customer is reassigned to a different ...
  • Votes

    1

    Bank transaction listing report issue

    Upgrade Sage 300 from version 2014 (v6.2) to version 2023 (v7.0), the bank transaction listing report show differently. The posting date column was removed in new ...
  • Votes

    1

    Finder in Sage Intelligence to search Reports

    Existing Sage Intelligence haven't finder to find a report (Viewer or Report Manager)
  • Votes

    1

    Sage Intelligence Reports should use Sage 300 Session date, not ...

    It would be more flexible to use the session date instead of the system date to calculate the current period
  • Votes

    4

    Save default export settings on Crystal Reports

    When you print a crystal type report (e.g. g/l transaction listing) and then you want to export it it always defaults to Adobe Acrobat for Format and Application for ...
  • Votes

    4

    Exclude report options Y/N for selection criteria printed at the top ...

    All Accpac reports generated to have the option to choose Yes/No when printing. - giving users the choice to hide/suppress report options & selection crtieria in the ...
  • Votes

    2

    Create a report within CRM to show a listing of the codes associated ...

    CRM allows a 'person tag' to be deleted from the list of available tags, however the 'code' associated with the tag still exists in the back end of CRM. i.e. The code ...
  • Votes

    4

    Print multiple financial statement

    We have about 50 pages of financial statements to print each month end. I would like to print all financial statements at one time, instead of selecting one by one.