Sage 50

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Budget Reports

Posted By Katie Ramsay 8 months ago

Hello - I’m trying to provide our shareholders a copy of our current budget (fiscal is June 1-May 31). They want to see it in an Income Statement format, but when I go to run a comparative IS vs last years actual, I can only run the budget until August (current month). Is there a workaround? I exported the budget report but it’s not really what they want. Thank you!

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0 Dulce 8 months ago

Hi Katie Ramsay ,

If you are willing to try a third-party product, we can help you with this. Our reporting software, Logicim XLGL, is built to pull data out of Sage 50 into Microsoft Excel so it can be manipulated.

You can learn more at https://www.logicimtech.com/en/Products/XLGL or feel free to ask me any questions you may have.
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0 Dulce 8 months ago

Hi Katie Ramsay ,

If you are willing to try a third-party product, we can help you with this. Our reporting software, Logicim XLGL, is built to pull data out of Sage 50 into Microsoft Excel so it can be manipulated.

You can learn more at https://www.logicimtech.com/en/Products/XLGL or feel free to ask me any questions you may have.
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