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  • DATA to Excel feature

    By mistake, when I pressed "Data to Excel" feature in Sage 50 Accounts, I pressed NotePad. Can someone show me how to find where Sage 50 Accounts makes the associations on which app to use as default in this feature? I would like to download it as an…
  • Power Query Excel usage in Sage - need some help

    Discovered recently MS in their wisdom have deprecated MS Query and are wanting everyone to learn and use Power Query. However for users like me MS query is so much more straight forward and understandable. I can create joins on Sage data and get the…
  • Sage-300 Office Connector - Cash vs Accrual GL Balance

    Good morning, We use the Sage-300 office connector to pull GL balances into an excel file using the "TSGLAmount" function. My question is related to the Amount Type argument within the formula. The default is "Balance" which pulls the balance for entries…
  • Is it possible create new keyboard shortcuts in Sage?

    I was asked about a shortcut to print a screen array to an Excel export, instead of the user having to click "Excel Export". Thanks, Zoey
  • Office365 Excel Build 2403 removes MS Query - How to add back

    Just a PSA- Had a customer who users MS Query extensively reach out today to tell me that it seemed that the MS Query function seemed to have been removed. Fortunately it's racy to add it back. Open Excel, select "File" from the toolbar, then "Options…
  • Creating a Parameter and Filter to Only return last 5 years out of 20 years of data in the report - This is a Consolidation Financial Report and has a Standard Report named Fiscal Year

    I Have a Consolidation Report with last 20 years financial data and I want to create a filter so that the report only returns last 5 years of data, I tried including system parameters to the standard report 'Fiscal Year' First but whenever I run that…
  • ODBC EXCEL 64 BIT AND 32 BIT

    Can someone please assist. I think there are few companies still running systems on 64 bit Excel. Why can't I run or create my ODBC queries on Excel 64 bit? Who would want to downgrade to get results? Is there another way arround this issue please…
  • Excel Button Greyed Out

    Anyone come across the excel button in GL Transaction being greyed out? All of the other exports work, but the GL screen is greyed out, even when i have a transaction highlighted.
  • Exporting Invoices from Customer Inquiry to Excel Produces a Date in the Amount Field

    Hello, We are attempting to export all invoices for a specific customer from the Invoices tab of A/R Customer Inquiry using the Excel button. However, the output in Excel produces a date in the Amount column for all invoices. How can we fix this issue…
  • Como obtener informe que relaciona nº de asiento con nombre de fichero de documento asociado

    Hola, Hemos de atender un requerimiento de la AEAT de entregar copia de facturas recibidas con numeración correlativa (número de asiento en este caso). Históricamente, tenemos las facturas escaneadas y guardadas con nombre de fichero que incluye fecha…
  • Reasons a macro would suddenly quit working on some Windows 10 devices and not others.

    What are some reasons a Sage 300 macro would suddenly quit working in Windows 10? We have five Windows 10 clients, and the macro has quit working on four of the five clients. Sage 300 itself still works fine. We don't know when it broke given, we only…
  • Microsoft Excel, or a 32 bit compatible version of Microsoft Excel is not installed

    Recently my workstation was upgraded from Windows 10 to Windows 11, shortly thereafter I started experiencing issues importing excel files into Ship Orders (Tairox). Whenever I try to import an excel file into ship orders I get the error "Microsoft Excel…
  • Full Inventory Inventory List w/filters

    Hello fellow Sagers! Happy Holiday's or Merry Christmas! I need a report that shows all inventory items WITH "Inventory Cycle" and "Active/Inactive" status displayed. I have years of incorrect inventory items/status modifications that were entered and…
  • When printing FR Statements on the web the error web Excel is not compatible.

    Problem: Financial Reporter Web Excel configuration error. The version of Microsoft Excel on the server may not be compatible. contact your administrator for assistance. when clicking on any of the icon on webscreen FR. Cause : Incorrect version…
  • Run and export to Excel the general ledger of all companies at once

    We have several individual companies in SAGE. I would like to export the general ledger detail from each company, at once, into one large excel file. Currently, I go into each company and export the data manually and it is very time consuming. Is…
  • Excel export has hidden columns

    Using Sage CRM 2023 R2 reports are now exporting 'blank' if exported to XLSX. All of the data is in hidden columns. Any ideas?
  • Import AP Invoice from own excel file failed

    Hi all. I create my own excel file with the same sheet name, column name as exported one. however, it failed to import with the error below. However, copy pasting the content to an exported excel file seems to works fine. The issue is: I am going…
  • Provider cannot be found. It may not be properly installed

    Getting this error when trying to export our vendors object to Excel 2007: Description: Provider cannot be found. It may not be properly installed. I have Access Runtime 2019 (x86) installed along with Office 2019 (x86). Access Runtime provides Access…
  • Error on Opening the xla macro

    Hi, We have encountered an issue whereby we are receiving the following error messages: 1. PrintReport: Error on opening the xla macro 2. Problem is found in running Financial Reporter Addin We do not have application support in-house and have…
  • What is the template I need to use for uploading a bunch of assets from excel to Sage?

    Group, is there a specific upload template I need to use to get my excel spreadsheet assets into Sage? Thanks Sam
  • Number Formatting in Excel Exports

    When exporting to Excel, SAGE currently applies an odd and deceptive number formatting. #,##0.00;-#,##0.00;* ?? This formatting makes zero values appear empty when they are not. This leads to some confusion as there is a huge difference between an…
  • Exporting Data to Excel

    How do I activate this option? We have excel on workstations, but not on server where BV runs, and cannot export data files to excel (see "grayed" Excel option in pic). Thanks for any help.
  • Sage 300 GL Financial reports error

    I have several customized GL financials (Excel) that I used to run successfully for years. Once I converted my data from V2022 to V2023, all of these financials come up with errors >> Invalid account reference in cell A45. They all deal with column A…
  • Sage Intelligence and O365 Cloud

    Does anyone know if Sage is planning on supporting Sage Intelligence with O365 Cloud? I have several clients having issues with not being able to use SI with O365 Cloud and needing to install Excel locally. Thanks!
  • [v12p33] Question about Sage X3 support for latest Excel format (.xlsx) for print export

    Hi, Sage X3 version: v12p33 (latest) Possible for Sage X3 to support latest `.xlsx` format currently used by Excel : ? When I check the Destinations setup, I only notice the Excel format export is up to 2000 and using `.xls` format. Limitation…