• Votes

    2

    Create JPC Detailed Transaction Report to allow summary at the cost ...

    JPC default Detailed Transaction Report will allow job information by cost category for a specific date range. It would be helpful for this report to have an option to ...
  • Votes

    2

    retain months selected when switching year selected on g/l report.

    save input time, since regularly comparing one period in one year to same period in prior years.
  • Votes

    1

    Always show Vendors/Transactions on Hold in Aged AP Listing

    When running the Aged AP Listing, there is a checkbox that all users must think / know to check off to get a complete AP subledger listing - the "show Vendors / ...
  • 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

    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

    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

    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

    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

    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

    1

    Sage Intelligence Type of License field

    I need to create a report that shows me the users and type of license that the user is assigned to. I need to know if they have a Report Manager or Report Viewer ...
  • Votes

    1

    Allow all periods (including adj) to be included in created financial ...

    Sage 500 currently will not include the adjustment period when creating financial reports. This means any audit adjustments are ignored when running created reports like ...
  • 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

    1

    Vendor Item number on picking slips

    So I took our report and added in ICITMC table, but also had to bring in the ICITEM table in order to cross link the Item numbers properly. Because OEORDD shows the Item ...
  • Votes

    1

    Create a report that will auto generate PO's based on the same ...

    Create P/O from I/C does not have the same logic as the Suggested PO Report. We would like to auto generate PO's the the MAX reorder point and save the Buyer manual input ...
  • Votes

    1

    Revise A/R Customer Inquiry screen

    In A/R, Customer Inquiry screen, include all the detail that shows in the A/R Transactions, Invoice Batch screen. I would like to see item COST on this screen. It shows ...
  • Votes

    1

    O/E Sales History Summary Report

    I have just noticed that when printing the O/E Sales History Summary Report (OESHISTI.RPT) that it does not display transactions correctly in the QTY column once you get ...
  • Votes

    1

    Customer statement - discount forfeited

    When a customer is not entitled to a discount, having it appear on their statement as a discount forfeited not as a balance left on an invoice that they have paid.
  • Votes

    1

    Need report to determine where to ship items that are backordered in ...

    Need report to determine where to ship items that are backordered in OE