x Want to participate? Join the group to interact
  • State Verified Answer
  • Replies 2 replies
  • Subscribers 29 subscribers
  • Views 610 views
  • Users 0 members are here
Browse Forums
Announcements
74
topics
0
replies
Making Tax Digital
38
topics
49
replies
Sage Accounting General Discussion
1k
topics
2k
replies
Sage Accounting Start General Discussion
169
topics
282
replies
Sage Individual General Discussion
19
topics
34
replies
Pearl Belcher

Sage Intelligence

SOLVED
Posted By

Hi All

New to Sage Intelligence, have watched a few videos and I have also completed some training on Sage Uni.

Our YE is 31.08 and at the moment our intelligence data load is only up to 2019. So September 2019 to April 2020 info isn't on Sage Intelligence.

How can I get this info to pull through as running reports only up to 08.2019 seems pretty outdated tbh! Would like to try and make a self made quarterly report with up to date recent data.

Thanks in advance

P Slight smile

Parents
  • 0
    verified answer

    Hi Pearl

    Thanks for using Sage City

     

    Something which may affect this is the year end date in the Accounting program.

    Go to Settings > Accounting dates and VAT to update the year end date.

     

     

    If you need any further assistance please call Sage Business Cloud Support on 0191 479 5911 (this line is open 24/7)

     

    Regards

Reply
  • 0
    verified answer

    Hi Pearl

    Thanks for using Sage City

     

    Something which may affect this is the year end date in the Accounting program.

    Go to Settings > Accounting dates and VAT to update the year end date.

     

     

    If you need any further assistance please call Sage Business Cloud Support on 0191 479 5911 (this line is open 24/7)

     

    Regards

Children

*Community Hub is the new name for Sage City