• SAGE 300 - GL - Financial Reporter Design Horizontal

    Hi Support We have an FR reporter that is written by segments code in vertical format per outlet. We want to achieve the same format in horizontal format. Is there a way to achieve this. CURRENT FORMAT - Department listed in vertical format …
  • Financial Reporter Account Reference Syntax

    Ok Financial Reporter gurus. I cant figure out the correct syntax for account references with multiple segments. I have a client with an account segment that use 3 segments. I want to select a range of accounts that can filter on the 3rd segment. For…
  • Zero balance accounts showing up in Financial Statements even with Z in column C

    We are currently running Sage 300 2022 pu7. The zero balance accounts previously did not show up, but after the updates (we updated 5, 6, 7 on the same evening) - the zero balance accounts are showing up. I read in the support pages that there was supposed…
  • Sage300 GL Financial Report print to file error

    Sage300 v6.0 using RDP. only one user has problem. FR Preview is normal. When generate report by print destination as file. a blank error message open. the file select screen's capture is adnormal If ok, it will hanged. Any hints?
  • #ofDetail Lines printing Cheques

    when I adjust the MaxDetails formula field in the APCHK01 crystal rpt for printing cheques it does not move the total of the net paid up. I have the section set to print at the bottom of the page. If I click that off the total will print directly below…
  • GL Transaction and AP vendor Transaction report totals do not match

    How can I filter both of reports to match the total. GL Transaction and AP vendor Transaction report totals do not match for same month.
  • A/P Vendor Transactions

    I am having an issue when i run the A/P Vendor Transactions (APVTRN01) report. When the options under show (applied details and fully paid transactions) are selected when the report is generated it returns "Document Description" in the document description…
  • Financial Reporter with Office 365

    What am i missing? I thought I set the macros to be allowed in Excel Description: PrintReport : Error on running InstalledAddinAndXLStart in macro. Source: 14:03:51 - G/L Print Financial Statements
  • How to enter a project expected billings/invoices for cash flow forecast

    Hello, Does anyone know how to enter in Sage expected billings/ invoices for projects ? Goal - cashflow forecast And also where to find a report for this filtered by project. Thank you!
  • Error when reprint Customer Statement

    Hi all, My customer statement failed to print for the first time, when I want to print for the second time it prompt me to reprint the failed attempt. The I go to reprint but get this error instead No information on the RVSpy and Event Viewer. …
  • Financial report and Microsoft 365

    Hi all, its 2023, can we generate the Financial report with Microsoft Excel 365 now? I remembered last time, it only works on Office 2010. Thank you
  • Credit limits overide report

    Is there a report or something to identify what user approved a credit limit overide
  • AR Receipts Reversals

    The AR Customer Transactions Report displays the characters "R" alongside some PAYMENTS transactions and the Legend at the end of the report shows this to be "Reversals". We understand that the reversal process triggers some entries which would invariably…
  • Affordable Care Act

    Does Sage 300 still support the Affordable Care Act? The forms have not changed in years and have not kept up. My clients are asking... Thank you
  • AR and AP aging reports export

    Hello, Is there a way to export these reports to Excel where they don't have to be worked on? In AR, as an example, the customer information is on one row and the detail on the following ones. Thank you.
  • Cash flow forecast

    Hello, does anyone have an automated query or report that we can use for this? Ty.
  • Financial Reporter will not Preview

    We have a customer that is having an issue on 1 workstation only with the financial reporter. It will not generate in preview, but they can print to file. The same statement works from other workstations. It is Sage 300 2021 with the latest Produce…
  • Combined AR Trial Balance including multiple companies

    I have a client who wants to be able to report a combined AR Trial Balance from multiple companies. I was thinking someone already created this report. Am I imaging this or does it exist? I can build this reporting process but if someone already has…
  • AR aged trial balance report pulling incomplete or missing information

    Hello, When generating this report we realized that sometimes not all open transactions are listed or some customers may be missing. We all use the same report. What could be causing this issue? Thanks.
  • How would I go about printing old receipts without posting again?

    Good morning, I recently created a receipt under Purchase Orders. I however forgot to print it, or lost the paper. I would like to print it again, however I am told I can not post it again. Or it would be counted twice. I tried going into Purchase…
  • Payroll Error exporting checks as PDF -2147221164 class not registered.

    We have a client getting an error message when posting cheques in Payroll: Error exporting checks as PDF -2147221164 class not registered. They are running Sage 2021 and Payroll 7.3 (no July Tax Table installed yet. Any one have any suggestions.
  • Is Sage 300 2022 PU2 Compatible with MS Office 2021 32bit?

    Hi, One of our client upgraded their Microsoft Office version to Office 2021 MSO (Version 2205 Build 16.0.15225.20028) 32-bit. Does it compatible with Sage 300 2022 PU2? They need to run FR, but encounters the following errors: Description: PrintReport…
  • Open AP invoice not showing on aging

    Hello, we have an invoice that is unpaid and displaying in the vendor activity screen. This transaction is not listed in the AP aging report. The payment status for the invoice is on hold. Any thoughts? Thanks.
  • financial reporter with previous fiscal period closing entries

    Looking for a formula for a comparative balance sheet. This would only come in to play at fiscal year end. For the current year I can use the BALCLOSE formula to include closing entries, but I cannot find a way to pull the same data for the previous year…
  • Sales rep on AR aging report

    Hi, we added the sales rep name to our AR aging report. The report is now excluding all customers that don't have a sales rep assigned to them Thoughts? Ty.