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  • Fund/Project Income Summary: multi-period report

    Hello, I have been working with the client on the "Fund Income Summary" reports (I believe these could be called “Project Income Summary" in a different type of organization). We have been using quarterly reports and have achieved good results so far…

  • Project income report - "changes to balance forward"

    In Project Income report, there is "changes to balance forward" line for some Projects - please see the picture below. Job # 19TM011: Robson Park - does not have the line, but Job # 19TM012" Broadway and Cambie" does have the line for "changes to balance…

  • RE: Entering COGS for Customer to get it reflected on the Customer analysis reports

    Hi Buka, Projects are not connected to customers in Sage 50. There's been an unused data field in the project table header for a customer ID for years, but isn't 'hooked up' to anything. I don't know if it was the start of something that was never…

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