• 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.
  • Votes

    3

    Fewer clicks for "Create and Link Template" (Business Intelligence)

    Each time you click "Create and link template" for Business Intelligence reports, you have to click on four (or more) pop-up windows, and every time you give the same ...
  • Votes

    4

    Add the ARIALUNI.TTF to base Sage ERP 300 install

    Most of the Crystal Reports are using the ARIALUNI font. The Sage ERP 300 setup doesn't install this font so the Crystal Reports will switch to Times New Roman. Excel ...
  • Votes

    20

    Don't use up a Lanpak when viewing reports

    Allow report viewers to not consume a lanpak or create a lanpak that can view reports only
  • Votes

    20

    Allow the option of reporting exceptions only with Data Integrity ...

    i.e. only list the problems found and more details to the problems. Also make sure the reports don't overwrite each other
  • Votes

    37

    Allow FR (Financial Reporter) to create consolidated reports from ...

    Currently you can only report one company at a time in FR.
  • Votes

    8

    Create user security reports that are SOX compliant

    All of the current user/group security reports don't display the detail names of the group security, only abbreviations. Exporting the list isn't acceptable since it ...