FormerMember

WE WANT TO PRINT/EXPORT TRANSACTION DETAIL FROM ACCOUNT MGMT/INQUIRY

Posted By FormerMember

We've always wished that we could export or print the transaction detail that we see under the Transaction tab in G/L Account Maintenance and Account Inquiry.  Yet that's not possible.  What's most frustrating is that a Print button is staring you in the face, but that's of course just to print a Chart of Accounts (perhaps the most useless Print button in Sage 100).  I realize you can go over to G/L Reports and print the detail, but so often for us, we find the data we want via Account Inquiry, so it would be great to be able to print it then.  We would love for the Development Team to take this on as an enhancement.

Parents
  • 0

    It is extremely easy to export out this data.  Since this is GL Data, you might have a lot of rows, but one way to handle this is to use the "Get Data" function within Excel.  This will allow you bring the data into Excel and then refresh the data whenever you want to get it updated.  The information you want is stored in the GL_DetailPosting table and you will need the GL_Account table for the actual GL Account Number.  Your business partner can walk you through step by step directions.

  • 0 in reply to Sage100Reports

    'Reports' has missed the point.  Many accountants have account analysis as a primary responsibility.  As easy as 'reports' says it is to take various steps to produce a copy of needed data, a function on the Account Inquiry screen to print the results of inquiry is valuable enough to warrant consideration of an enhancement.  I've got to believe Sage competitors have this type of functionality, so it would be a worthwhile endeavor by Sage to give this consideration.  Please have your IT pros talk to accountants and the application pros.

Reply Children