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stephanie vinton

AR aging report

Posted By

Hello,

I am new to Sage and we recently converted from another ERP..

We are looking for a report with the following information that can be exported to excel.. 

Customer, Customer Name, Job, Job Name, Invoice Number, Invoice Date, Invoice Due Date, Amount unpaid and buckets (30,60,90, 120+) of invoice aging.

Any recommendations on which of the standard reports in Sage would work?  So far, I have not yet found one that meets the CEO and CFO's requirements.  As I'm not a finance person, I'm a little behind the curve.

Also, if there isn't a standard report that works we are also open to having a Crystal Reports designed.

Thanks - Stephanie

[email protected]

  • 0

    I use the Aging Detail by Job.  The only thing that it does not show is the invoice due date.

  • 0

    Hi Stephanie,

    You may want to look into Office Connector for Sage 300 CRE for reporting in Excel formats. It's an Excel-based reporting tool that works with our data to produce reports in Excel.

    PM me your account ID if you would like me to have someone contact you with more information.

    Thanks!

  • 0

    Stephanie,

    I recently designed a Crystal Report for another client, specifically for export to Excel, that does what you ask, with the exception of the aging columns. The aging column data is merely a set of formulas that compares the invoice date or due date to the aging date you select, and then drops in the unpaid amount.

    I would be happy to speak with you about your requirements and my services. I support clients remotely across the United States.

    Art Minds
    Senior Independent Consultant
    Pasadena, CA
    626-792-2477 or contact me by reply on this forum

  • 0 in reply to Jesse Gordon

    Thanks Jesse, we found a consultant to help us with the initial report.  We are now looking for someone who can help us with automation of data entry.  We use salesforce for bidding and estimating.  Because creating a job or contract is not available via Sage's API, our goal is to pull a report from SF and have an RPA bot or MS Power Automate enter the new job and contract into Sage.  Is this a service offered by Sage?  Or can you point me to a consultant or other user of Sage 300 CRE that may have experience with creating this type of automation for Sage data entry?

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